Charge a PO to a stock vehicle
With Dealer Management on, a purchase order or single lines of it can be charged to a stock vehicle, so the parts and work land on that vehicle's cost.
Where it is
Settings for this
- Settings → Billing & plan — Dealer Management is an add-on; the card shows only with it on.
The Charge to stock vehicle card shows on a PO when your business has Dealer Management and stock vehicles.
- Whole order: pick the vehicle to charge everything to. Or leave it Not charged to a vehicle and set vehicles per line.
- For each line, pick a vehicle (or Same as the order) and a cost category.
- When the PO is received or closed, each charged line's ex-GST AUD cost lands on the vehicle's cost ledger by itself. Post to vehicle does it straight away and is safe to repeat: a re-post after an edit corrects by the difference.
Stocked parts on a charged line are issued to the vehicle when they are received. Cancelling the PO takes the cost back off.
If something's not right
- Post to vehicle is greyed out ("Approve the PO first"): approve the order.
- "… couldn't be issued": the parts are no longer on hand where they were received. Check the vehicle's cost ledger.