Why is the Finance Company printing incorrectly?

If the wrong finance company is being printed on an invoice, it is likely due to branch-based finance company configurations in the system. In Navigator, finance companies are assigned on a branch-by-branch basis, meaning the system references the finance companies registered under the branch where the sale is recorded.

Why Does This Happen?

The issue typically arises when:

1. The Sale Is Made from a Different Branch

   • If a vehicle is being sold from a branch other than the one where it is physically located, the finance company assigned to the selected branch will be used for invoicing.

2. The Stock Record’s Branch Setting Has Been Changed

   • Within the Sales Status tab of the stock record, the Branch dropdown determines which branch’s finance company list is referenced. If the branch setting is changed, the finance company may also change accordingly.

3. A Default Finance Company Is Not Set Correctly

   • If a default finance company has not been correctly assigned at the branch level, the system may auto-select an unintended finance provider.

How to Fix the Issue

1. Check the Branch Assigned to the Sale

✅ Steps to Verify and Correct:

1. Open the Stock Record.
2. Go to the Sales screen.
3. Look at the Branch dropdown.
4. Ensure the branch selected matches the one intended for the sale.
5. Save changes if necessary.

2. Verify the Finance Company Assigned to the Branch

✅ Steps to Confirm:

1. Navigate to Finance & Payment Settings in the system.
2. Check the list of finance companies associated with the selected branch.
3. If the incorrect finance company is listed, update the finance provider for that branch.

? Tip: If you regularly sell vehicles across branches, consider standardising finance company options across all branches where possible.

3. Set the Correct Finance Company on the Sales Order

✅ Steps to Adjust on a Sale-by-Sale Basis:

1. Open the Sales Order for the vehicle.
2. Locate the Finance Details section.
3. Manually select the correct finance company from the dropdown list.
4. Save changes and reprint the invoice.