So you've added your stock record and purchase order into Sales. You've added your enquiries as leads for the car, and you've set-up a part-exchange...
...now the customer is ready to buy the car!
Here's how to sell the car, invoice your customer, and then mark the car as sold from a Sales stock record:
From the Sales tab on the Stock Summary page, expand the Vehicle Sale Details section and select the Select To Invoice/Sales Order checkbox.
The contact details will be automatically pulled through from the Contact record you have set up in CarVue, and the sale details will also be pulled through from the stock record to save you time. Just confirm the invoice Value (how much you're selling the car for) and the Tax Rate, then click Add to add the line onto the invoice.
Expand the Vehicle Sale Details section and click + Create Invoice.
Press Confirm to create the sales invoice, otherwise click Cancel to add any further items.
Click on the Invoice number to open the invoice in a new tab and take payment.
Return to the Stock record and select the Close tab to edit the stock record and mark the sale complete.
Mark as Completed.
Mark as Sold (auto-polulated once an invoice is created).
Edit Sale details (auto-populated from your invoice).
And that's it! You've sold your car quickly and easily in CarVue.