How to Update the Sales Category on a Vehicle Stock Record

You can update the sales category on a stock record when a deal is sold but not yet invoiced. This gives you the flexibility to correct or adjust reporting before the final invoice is produced.

Steps

1. Open the vehicle stock record.

2. Go to the Sales tab.

3. Select Update Sales Category.

4. Choose the new sales category from the drop-down list.

5. Save your changes.

The record will now reflect the updated category for all sales and reporting purposes.

Why This Matters

The sales category is used in reports. If it is incorrect, your sales data may not align with actual performance. Updating the category before invoicing ensures accurate reporting, correct allocation of sales.