How to do a Accessory Sale and Linking to Sale Booking – Step-by-Step Guide

This article explains the process of creating an Accessory Sale and linking it to an existing Vehicle Sale in Gain DMS. 

Gain DMS Accessory sale and Linking to a sale booking Tutorial Video

Overview

Linking accessories to a vehicle sale helps dealerships track accessory purchases against the customer’s sale booking and updates the accessory amount against the respective sale.

Steps to Link an Accessory Sale to a Vehicle Sale

Step 1: Navigate to Accessory Sales

1. Login to Gain DMS.
2. Click on Accessory.
3. Select Sales.
4. Click on Counter Sales.

The Accessory Sale Worksheet screen will open, displaying all existing accessory sales.

Step 2: Create a New Accessory Sale

1. Click on the Plus (+) button.
2. The Accessory Sales Screen will open.

This screen allows you to create and manage accessory sales for customers.

Step 3: Link Product Sale

1. Click on Link Product Sale.
2. The Product Info section will appear.
3. Enter the Sale Code of the respective vehicle sale.

You can copy the Sale Code from the respective vehicle sale screen.

Step 4: Link Sale Information

1. Paste the Sale Code into the field.
2. Customer details such as:
   • Phone Number
   • Name in Bill

will automatically load.

3. Click Link Sales Info.

The system displays:

• Product Value
• Paid Amount
• Excess Amount (if any)
• Balance Amount (if any)

This helps identify the payment status associated with the sale.

Step 5: Add Accessories

1. Search and select the accessory to be sold.
2. Review stock availability and pricing.
3. Enter the required quantity.
4. Click Add.

The accessory item gets added to the sale.

Repeat the same process to add multiple accessories if required.

Step 6: Verify Linked Accessories

Once accessories are added:

1. Navigate back to the Customer Center Screen.
2. Refresh the page.

The PCA Amount will now be updated.

This amount represents the total value of accessories linked with the vehicle sale.

Step 7: Generate Bill

After confirming all accessory items:

1. Click Generate Bill.
2. Select the billing type:
   • Cash Bill
   • Credit Bill

Choose the billing option based on customer payment status.

3. Generate the invoice.

A separate invoice number for the accessory sale will be created.

Verification

After bill generation:

• Return to the respective vehicle sale screen (Customer centre screen).
• Refresh the page.
• Verify that the accessory amount is reflected against the sale.

This confirms that the accessory sale has been successfully linked to the vehicle sale.

Important Notes

• Customer information loads automatically after successful Sale Code linking.
• Multiple accessories can be linked to a single vehicle sale.
• PCA amount updates automatically after accessories are added.
• Accessory sales generate a separate invoice.
• Both Cash Bill and Credit Bill options are available.

Result

The accessory sale is successfully linked to the vehicle sale, and the accessory amount becomes associated with the customer's booking.