Use the List Active Sales button to view and print a list of the active sales waiting to be posted. A sale is considered active until you post the sale using the Post button on the Vehicle Sales screen. If you select Save Only as the posting option, the sale remains active and appears in this list.
To access this list, follow these steps:
Step 1. From the Dealership Accounting main menu, select Journal Entries.
Step 2. The Journal Entries menu will open. Click Vehicle Sales.
Step 3. From the Vehicle Sales menu, select List Active Sales. The Active Sales screen will open, listing all the active sales waiting to be posted. Vehicle sales listed on this screen are comprised of Stock number, Year, Make, Model, Delivery date, Customer, and Status columns.
To sort the data on the Active Sales screens, click the column heading by which you'd like to sort the vehicle sales information. The information is then sorted in ascending order. Click the heading a second time to sort the information in descending order.
Step 4. Click Print List.
Step 5. When prompted to verify your printer is ready, click to select To Printer to print the information, To Screen to view the information on your screen, or Export to Excel to create and save a .csv version of the data on your hard drive.
Step 6. Once you select your print type, click Print.
For each sale, the printout lists the vehicle’s stock number, model year, make, and model. It also lists the posting date and customer’s last name. The end of the lists identifies the number of sales on the list.