CARS TASK - PART 1 - XERO

CARS TASK - PART 1 - XERO

NEED XERO AND PINNACLE ACCESS (ask your manager for it)


ENTERING CAR AND TOWING INVOICES 


THEY APPEAR AS TICKETS IN ZENDESK


SAMPLE CAR INVOICES


PICKLES






MANHEIM


INVOICE NUMBER 

FOR PICKLES - USE SALE NUMBER

FOR MANHEIM - USE PROFORMA NUMBER AFTER 520


INVOICE DATE

FOLLOW DATE ON INVOICE


FROM

FOLLOW PICKLES OR FOWLES(MANHEIM) AND SELECT CORRECT LOCATION BASING ON INVOICE


MANHEIM WALLSEND INV -UNDER FOWLES MOOREBANK ON XERO 
PICKLES NEWCASTLE INV - UNDER PICKLES GATESHEAD ON XERO
PICKLES FYSHWICK INV - UNDER PICKLES CANBERRA ON XERO
PICKLES SALISBURY PLAIN OR BELMORE INV - UNDER PICKLES ADELAIDE ON XERO


AMOUNT
USE AMOUNT INCLUSIVE OF GST


ACCOUNT

INVENTORY


TAX RATE

GST ON EXPENSES


PLANNED DATE

ALWAYS THE NEXT DAY - IF FRIDAY, PLANNED DATE IS SATURDAY


DON’T FORGET TO ATTACH THE INVOICE










TOWING INVOICES


BEFORE ENTERING INVOICES IN XERO, MAKE SURE RATES ARE CORRECT BY CHECKING TOWING TABLE

https://docs.google.com/spreadsheets/d/1FSCF0wgLui-tfTcm86dsgu3av3b0civ93pdG8q1_2_4/edit#gid=55072422


NED KELLY







SAEED

INVOICE NUMBER 

FOR SAEED - USE DATE FORMAT DD/MM/YY

FOR NED KELLY - FOLLOW INVOICE NUMBER


INVOICE DATE

FOLLOW DATE ON INVOICE


AMOUNT
USE AMOUNT INCLUSIVE OF GST


ACCOUNT

TOWING 


TAX RATE

GST ON EXPENSES


PLANNED DATE

FOR SAEED - SCHEDULE ON NEAREST WEDNESDAY

FOR NED KELLY - SCHEDULE ON NEAREST THURSDAY


DON’T FORGET TO ATTACH THE INVOICE





Open the CARS PURCHASED TABLE, mark columns O and P for the cars listed on the towing invoice.

Get the images of the purchased cars from Bid Buddy. Please click this guide to get the images.