NICK YOUNG Sales Desk

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Customer

Search by name, postcode, email or phone

NEW CUSTOMER

Name *

Mobile / phone

Start typing address or postcode

Address

Postcode

Town / city

County

Add tractor optional

Pick a customer above and their machines will show here.

Make *

Series

Model

Add parts

Search part, SKU, MPN or barcode

All New Used Reman Aftermarket Merch

NEW TEMP PART

The bits you can read off the supplier's invoice. Leave the rest, the product team finishes it afterwards (category, Stok.ly).

Condition *

Part name *

Price to charge £ (ex VAT) *

Cost £ (ex VAT)

Used part, so no price or cost needed here. The used team (Andy or Leigh) will price it up.

VAT

Est. delivery band

Supplier

Supplier name

Supplier SKU

MPN

Note for product team

DELIVERY ONLY ORDER

Charge a customer for delivery on an order they already have (e.g. collected in store, now wants it shipped). Pick the customer at the top first.

Find the order this delivery is for

Delivery charge £ (ex VAT) *

Deliver to

Address line 1

Address line 2

Town / city

Postcode

Note (what's being delivered)

Quote

No lines yet. Search parts above and add them.

Delivery

Name / company

Start typing address or postcode

Address

Address line 2

Town / city

County

Postcode

Start typing a postcode or address above and pick from the list to fill the fields.

Make this their default delivery address

Saved against the customer when you create the quote. Their current default stays on record and can still be picked.

Subtotal (ex VAT)£0.00
Delivery (ex VAT) 
VAT£0.00
Total£0.00

External PO number (on invoice + emails)

Internal ref number (internal only)

External notes (shown to customer on emails)

Internal notes (internal only, never shown to customer)

Delivery recalculates on its own as lines and the address change. Type your own figure in the box to override it, then use Back to auto to hand it back. New quotes start as Open in the Pipeline.

Quote pipeline

All Open Won Lost

Reports

This month Last month Last 30 days This year All time

Orders

Website orders (from the shop) and desk orders. Search by order number, customer, company or email. Open an order to see the lines and start a return.

Returns

Returns raised from orders. Work each one through: reasons, whether the goods need to come back, receiving and checking them, then approve to raise the credit note and refund.

All Open Awaiting Received Approved Rejected

Customers

Search a customer to set their credit limit and payment terms, and see what they owe, what's overdue, and how much of their limit is left (live from Xero).

Temp products

Parts the sales team added in a hurry. Open one, fill in the proper details and save, and it becomes a real product, gets created in Stok.ly, and every quote, order and report that used it is updated automatically.

Finish off

This is

A brand-new part Another condition of a part we stock

Find the existing part

Category *

Genuine part?

YesNo

Sub-categories (tick all that apply)

Condition *

Product name *

Description

Supplier

Supplier name

Supplier SKU

MPN

Equivalent

Cost £ (ex VAT) *

VAT

Retail price £ (ex VAT)

Delivery band

Catalogue (PIM)

Manage your product information. Search the catalogue, spot products with missing or poor data, open one and fill in the details. Worst-quality products show first.

All Missing image Missing description Missing manufacturer Sellable only