To access this report, go to Vehicles > Reporting > Accounts > Creditors.
Vehicles appear on the creditor report once they have been brought into stock and the costs
confirmed. Once this option has been selected, there are numerous options available at the top
of the screen which can be selected to narrow down the items displayed on the report:
The report can be set to display New or Used vehicles – for a total vehicle creditor report, ‘All’
can be selected. If the report is specified to contain New vehicles, a New Vehicle status
(Adopted, Consigned or Not Confirmed) may also be selected. The report can be run at a
number of different levels within the company structure (subject to user access) allowing for
consolidated reporting.
A Creditor Type can be selected, allowing users to limit the report to display supplier creditors,
HP settlement creditors (created when an HP settlement value is added to a part exchange
vehicle as part of the Customer Order process) or RFL creditors.
A particular Supplier can be specified from the drop down menu if required, or a specific vehicle
creditor displayed by completing the Stock Number field.
Once these fields have been completed, select ‘Create Report’ to display the results as below:
The report displays the stock number, vehicle details and registration number of the vehicle.
The vehicle status, supplier and purchase date are also shown – along with the creditor balance
outstanding.
Double click on any of these lines to access the vehicle stock card. To export the report into
Excel, select the ‘Export Report’ button, or print using the ‘Print Report’ option.
Vehicles continue to display on the Creditor report until a payment to clear the outstanding
creditor balance has been posted through the cashbook within the Accounts module. Vehicles
with a creditor balance of zero no longer appear on the report unless the Include Zero Balances
filter is selected.
Once payment has been raised through the system and the creditor balance for the vehicle is
zero, the vehicle is automatically displayed as Fully Paid on a stock list.