Sales Department - Suggested End of Financial Year Process

Introduction

This page is dedicated to giving you a list of suggested processes that should be followed within the Sales Department at the End of Financial Year.

Suggested Processes

Review and Manage

• Review all sales and ensure that delivered sales in the closing financial year are finalised.
• Perform a stocktake on all vehicles: new, used and demo.
• Ensure all acquisition costs and vehicle costs are entered if acquired in the closing financial year.
• Review sale extra's pricing and update if required.
• Update traffic authority's registration and acquisition costs.
• Review aftercare pricing and update if required.
• Perform an Internet Fees Update.

Reports to Print Off

Print off all the relevant reports we recommend:

• Stock Owing report. (this report is found under the Management tab within the Report Menu)

Downloadable Document

This page in a downloadable document format - Sales Department - Suggested End of Financial Year Process.pdf