☑️ Create an Owner and Van Moving Park OLP in ParcVu Desktop
Last updated 4 days ago
If you allow a Holiday Home Owner to move to another Park owned by your business, and take their existing Holiday Home with them, you’ll need to close the account at the old Park and create one at the new Park - this can all be done via the OLP process
Looking for information on how to move Sales, Fleet or Staff units between Parks? Find out more here: Transfer a Holiday Home (Van) Between Parks in ParcVu Desktop
Navigate to the required Owners Account Details screen and select ‘Close Owner Account’ from the navigation list.
Select OLP Type
The Owner Leaving Park selector will be displayed, click into the required reason to select it.
Click at the bottom of the screen.
Enter New Park Details
The Leaving Reason will be pre set, Click at the bottom of the screen and select the Park the Owner is moving to from the drop-down list in the ‘Destination Park’ field
Next set the Required Destination Pitch, again using the drop down list option
Next select the Required Destination Park Salesperson, again using the drop down list option
Note: it is possible to search clicking in the drop-down lists
Click at the bottom of the screen
Enter Basic Details
If there is outstanding Finance on the unit, this will be automatically shown (providing the Sale was done in ParcVu)
If there is outstanding Finance then click into the ’Yes’ option and the fields will be displayed to allow the details to be entered as appropriate.
Click at the bottom of the screen.
Complete the Additional Information section, click into the Yes/No Radio buttons to select the correct answer to the questions.
Click at the bottom of the screen.
The Closure of Rent Ledger screen will be displayed, giving links to all Fuel types for the Account/Pitch to add the closing Fuel readings and shows the current Rent Ledger balance on the account.
OLPs have been enhanced to automatically calculate refund values for the rest of the season for Site Fees and Rates and also any future charges which may have already been billed.
Want to turn off the automatic calculation of refunds? ParcVu Support can action this for you in your system settings, but you’ll need to send an email to request it as the request must be in writing
Before requesting this, please be aware this is a global setting - if it’s disabled, it will be disabled for all OLP calculations for all Parks
The calculation used for the current season is AMOUNT CHARGED * (1- (Days Elapsed Since Charge period start/Total Number of Days in Charge Period)). If there are future charges then the full amount will be refunded on top of this seasons proportion. The refund will only calculate the charges made in AIC. If fees were charged in a sale then the automatic refund calculation in the OLP will not be calculated for those values.
The user will need to have the Allow OLP Refund Edit permission to manually amend refunds
A warning message will be displayed when printing unauthorised OLPs if there are missing fuel readings, and when the Rent Ledger balance does not match the Rent Ledger balance which has been recorded in the OLP.
The user will still be able to proceed with the print if they do not want to add the readings or update the rent ledger balance, but this warning message will highlight that the print will not have the correct values on it as of today to allow them to correct before presenting paperwork to the Owner
Enter Closing Fuel Readings
To enter closing Fuel Readings, click on the Fuel link and the selected fuel type pop up will be displayed. Enter the closing reading and date and click ‘OK’.
Continue until all required closing readings are entered
Once completed, click at the bottom of the screen.
Complete Payment Information
The Payment Method screen will be displayed, use the drop-down list to select the method by which any monies due to the Owner will be paid or if the balance is to be transferred to the new Park
If Rent Ledger – Bacs Payment is selected, enter all the required Bank Account information.
If Cheque Payment is selected, enter the Name of the person the cheque is for.
If Transfer balance is selected no further detauils are required.
Click at the bottom of the screen.
If all required information has been entered click at the bottom of the screen.
A message will confirm that a Sale has been created at the new park
Click ‘OK’ and the newly created OLP record will be displayed, showing that the current status of the OLP is ‘Un-authorised’.
The Payment Method screen will be displayed, use the drop-down list to select the method by which any monies due to the Owner will be paid.
If Rent Ledger – Bacs Payment is selected, enter all the required Bank Account information.
If Cheque Payment is selected, enter the Name of the person the cheque is for.
Click at the bottom of the screen.
If all required information has been entered click at the bottom of the screen.
The OLP Record details will then be displayed showing that the current status of the OLP is ‘Un-authorised’.
Pre-Authorise OLP
Click on the ‘Tabs’ across the top of the ‘Charges’ section and the information entered on the OLP Record can be viewed.
If all required information is entered and correct, select the ‘Pre-Authorise OLP’ option on the navigation list.
The OLP will then be updated to ‘Pre-Authorised’ status.
There is an Option on the navigation list to ‘View Forward Sale’. Selecting this will displayed the auto created Part Exchange Sale at the selected Park for the transfer.
Click and the OLP record will be displayed again