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

Country

Add tractor optional

Pick a customer above to see their machines.

Make *

Series

Model

I can't find the machine in the list Type it below. It goes on the customer's record so you can carry on with the call, and the product team adds it to the lists properly.

Make *

Series

Model

Add parts

Search part, SKU, MPN or barcode

All New Used Reman Aftermarket Merch

NEW TEMP PART

Fill in what's on the supplier's invoice. The product team does the rest (category, Stok.ly).

Condition *

Part name *

Price to charge £ (ex VAT) *

Cost £ (ex VAT)

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

VAT

Est. delivery band

Supplier

Supplier name

Supplier SKU

MPN

Note for product team

DELIVERY ONLY ORDER

A delivery charge with no parts. Pick the customer at the top first.

What is this delivery charge for? An order they already have Nothing to do with an order

The order goes to the warehouse once this is paid.

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

Type a postcode or address above and pick from the list to fill these in.

Make this their default delivery address

Saved to the customer when you create the quote. Their old 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)

For the warehouse

Delivery instructions (goes to Stok.ly, prints on the shipping note for the driver)

Packing note (internal, stays in Roger for now)

Packing notes show on the Pipeline but do not reach Stok.ly yet. Anything Jimmy must see goes in the delivery instructions above, or tell him directly.

Simple quote Tick for an easy order the customer can pay for online. Leave it off if it needs a conversation first (used engines, or anything where condition or fit matters).

Delivery updates itself as lines and the address change. Type a figure to override it, or press Back to auto to undo that. New quotes start as Open in the Pipeline.

Quote pipeline

Reports

This month Last month Last 30 days This year All time

Orders

Website and desk orders. Search, or pick a source and status (for example, everything awaiting payment). Open an order to see its lines or start a return.

Returns

Returns raised from orders. Work each one through to approval, which raises the credit note and refund.

All Open Awaiting Received Approved Rejected

Customers

Set a customer's credit limit and payment terms, and see what they owe, what's overdue and what's left of their limit (live from Xero).

Temp products

Parts sales added in a hurry. Finish one off and save: it becomes a real product in Stok.ly, and every quote, order and report using it updates.

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)

Find products with missing or poor details and fill them in. Worst first.

All Missing image Missing description Missing manufacturer Sellable only