Managing Purchase Entry
To enter a new purchase expand Inventory section in the sidebar and select Purchase link. This opens the purchase list page. Click on the + Purchase button at the top right side on header bar.
The process for adding and editing a purchase uses the same window. The difference lies in whether the form is empty or pre-filled with existing data.
- Click the + Purchase button to open a blank purchase entry window for adding a new vehicle.
- Click the Edit icon on a purchase card in the list view to open the same window with all existing details pre-filled for modification.
This unified interface ensures a consistent experience whether you're entering new data or updating an existing record.
How to Find a Purchase Entry to Edit
To edit a purchase entry, follow these steps:
- Navigate to the Purchase section from the sidebar.
- Click on the Search link also located in the sidebar.
- In the search window, enter relevant details such as stock number, VIN, model, or seller name to locate the vehicle.
- When the Purchase list is open, each search result will display an Edit Purchase link.
- Click on the Edit Purchase link to open the entry in edit mode.
Note: The Edit Purchase link is only visible when the Purchase section is currently open.