☑️ Off Site Sale (Trade Sale) in ParcVu Desktop

From the Main Menu, select ‘Van’.

The ‘Find Van’ screen is displayed, either type in the Van CSN Number and click find>>, or in the ‘Pitch Status’ field, choose the ‘Status’ of the Van you require from the Drop Down list, i.e. Sales Van etc, click find>>

Highlight the required Van and select ‘View Pitch Details’ from the Navigation list on the right.

The ‘Pitch Details’ screen will be displayed, select ‘Alter Status’ from the Navigation list on the right.

Select ‘OP – Off Site Sale’ from the Status list displayed.

Click

If selling to a New Customer select the Radio Button marked

‘Generate a New Account’ or if to an existing customer such as a Trader who already exists in ParcVu, select ‘Existing (limbo) Account’

If ‘Generating a New Account’

Enter the postcode then click ‘next’ at the bottom of the screen.

The system will return details of existing people of the Post Code entered

To create a New Account for the customer, click at the bottom of the screen

The system will automatically generate an ‘Account Number’ for the ‘New Owner’.

Enter a three letter ‘Short name’, (use the specified Company format for this).

Complete all the highlighted fields re: Name & Address details.

In the field marked ‘Salutation’, you need to enter the name in the way you would like it to appear on correspondence, after the word ‘Dear’ i.e. if the Customers name is Mr A Smith, the ‘Salutation’ field should be entered as either just ‘Mr Smith’ or maybe their first name if preferred.

Click onto the ‘Contact Methods’ Tab

Click into the ‘Contact Method’ types for this customer, for Both Account contact and Marketing contact as appropriate;

select the ‘preferred’ contact method from the Drop-down list.

If the customer confirms they are willing to receive marketing, set the flag for ‘Willing to receive Marketing’ by clicking into it to ‘tick’ it, otherwise leave this field blank.

When finished, click this will then show the ‘Sales Details’ screen.

If selecting an ‘Existing (Limbo) Account’

Select Radio Button marked ‘Use an existing (limbo) Account’ for a person whose details may already be in the system (i.e. ex owner, previous cancelled sale etc) then click ‘next’

Find the ‘Existing limbo Account’ using the search facilities displayed

i.e. Postcode, Short name etc, click find>>.

Click on the required details from the list displayed to highlight them and Un-tick the ‘Not in the list’ box at the bottom of the screen

Click . The Customers details will now be displayed, check all details are still correct and amend where necessary. Click into one of the

When finished, click this will take you to the ‘Sales Details’ screen.

When finished, click ‘Next’ this will take you to the ‘Sales Details’ screen.

The ‘Sales Detail’ screen will show across the top for this sale the CSI - Caravan Sales invoice number, SLA - Sales License Agreement Number, Account - Account Number and Van - Van Number

In the ‘Description’ field on the left-hand side of the screen enter the Caravan Value (if not already showing), leave the caravan premium box blank. The VAT box figure is automatically input by the system, you will not need to enter Ancillary Charges as this is an ‘Off Site Sale’.

Enter the Salesman’s details from the Drop-Down list in the ‘Salesman’ field.

Enter the amount paid into the ‘Deposit’ field, select ‘Other’ from the drop-down list in the ‘Source’ field, click and then click

The ‘Pitch details’ screen will then be displayed, showing the ‘Pitch Status’ as ‘Off Site Sale’. Select the ‘View Sales Details’ from the Navigation list on the right

The ‘Sale details’ screen will be displayed check over the Sale and if all is correct, select ‘Print Invoice’ from the Navigation list on the right. If the details are not correct select ‘Edit’ and amend the information, click ‘Save’, check again and then select ‘Print Invoice’.

The Sales document will be displayed on the screen.

Click on the ‘Printer’ Icon (second one in) at the top left of the screen

Confirm the printer to send the SLA-Sales License Agreement to and click ‘Print’

Click on the Back Arrow at the top left of the screen to return to the ‘Sale Details’ screen.

To view the profit on the sale, select ‘View Profit’ from the Navigation list on the right.

The Sale is then finished and is in ‘Un-Validated’ and ‘Un-Authorised status

To amend any of the Sale Details, click ‘Edit’ from the Navigation list on the right-hand side of the screen and amend the information, click ‘Save’, check again and then select to ‘Print Invoice’ again if all is now correct.