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Sales Order Split

Sales Order Split

This function enables you to split jobs in a VSS order among multiple bill-to parties based on a percentage, or a fixed amount. You can use this function, for example, if you sell a new vehicle to a customer, but a third party (for example a leasing company) pays part of the invoice.

Prerequisites

Before you split an order item, you have assigned the order item to a job.

Features

The features of a sales order split are similar to those described in the order split. For a sales order split, the main difference is that you can specify vehicles and accessories in the split header.

Activities

The activities of a sales order split are similar to those described in the order split.

Example

The dealership Flitzer Repairs and Sales sells vehicles manufactured by the OEM Flitzer. The sales representative creates a sales order for a new vehicle. The customer wants to finance the vehicle through a leasing company. In addition, the customer wants to buy some accessories. The customer pays for these directly.
You need to define two jobs:

  • Job 1 for the vehicle
  • Job 2 for the accessories (for example, roof rack)

The two jobs are split as follows:

  • Job 1 — Vehicle
    Charged to the leasing company
  • Job 2 — Roof Rack
    Charged to the customer

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