Setup

• Serial Number (Tracking Lines Object or Related List?) new fields:

  • Floorplan = Check Box

  • Vendor = Picklist

    • Northpoint

    • Wells Fargo

• If “Floorplan” = TRUE

  • System will look at location where Item Journal is created, and update automatically

    • Trailer Nation Location

      • Vendor = Wells Fargo

Accounting

• Option 2 - Inventory Adjustment

  • Post to accounts

• Option 1 - Purchase Order

  • Northpoint or Wells Fargo will be the Vendor

  • Flag on PO = “Floor PO”

  • Warehouse Receipt

    • Will look at the PO to see if it’s a Floor PO and post to the correct accounts

Accounting Questions

• When to do Purchase Invoice?

• How to adjust costs?

  • Would you need to edit the Purchase Order?

Screenshot from meeting - need actual file from Scott.