Difference between revisions of "How do I deal with unit preparation/PDI?"
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=== Process Overview === | === Process Overview === | ||
| − | * A Vehicle Sales Order is created, printed and accepted. | + | * A Vehicle Sales Order is created, printed and accepted. |
* This creates an internal Job detailing the customer, vehicle, extras, sales notes to the workshop and delivery due date for the vehicle that has been ordered. The Job status is {{DataValue|SAL}} (Vehicle Sales Order Job). | * This creates an internal Job detailing the customer, vehicle, extras, sales notes to the workshop and delivery due date for the vehicle that has been ordered. The Job status is {{DataValue|SAL}} (Vehicle Sales Order Job). | ||
* Workshop schedule the {{DataValue|SAL}} jobs into the diary, taking note of any special instructions from the sales department. | * Workshop schedule the {{DataValue|SAL}} jobs into the diary, taking note of any special instructions from the sales department. | ||
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=== Sales Department === | === Sales Department === | ||
| − | When creating the vehicle sales order, there are three features that the sales person must understand and use correctly to ensure that the workshop job gets all the relevant information. | + | When creating the vehicle sales order, there are three features that the sales person must understand and use correctly to ensure that the workshop job gets all the relevant information. |
==== Line Type ==== | ==== Line Type ==== | ||
| − | Each line of extras has a Line Type. | + | Each line of extras has a Line Type. |
The Line Types are {{DataValue|W}} (Workshop); {{DataValue|F}} (Financial) and {{DataValue|S}} (Stock). | The Line Types are {{DataValue|W}} (Workshop); {{DataValue|F}} (Financial) and {{DataValue|S}} (Stock). | ||
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==== Delivery Due Date ==== | ==== Delivery Due Date ==== | ||
| − | * The Delivery Date you enter on the vehicle sales order updates the Job Due Date for the day before the delivery. This indicates to the workshop when the vehicle is due to be collected and helps them schedule the job appropriately. | + | * The Delivery Date you enter on the vehicle sales order updates the Job Due Date for the day before the delivery. This indicates to the workshop when the vehicle is due to be collected and helps them schedule the job appropriately. |
{{Note|text=It is far better to enter something here than to leave it blank, since there is then some indication of when the vehicle is required.}} | {{Note|text=It is far better to enter something here than to leave it blank, since there is then some indication of when the vehicle is required.}} | ||
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=== Parts Department === | === Parts Department === | ||
| − | Where extra and accessories are listed on the jobcard the parts/workshop department need to book them out of stock. | + | Where extra and accessories are listed on the jobcard the parts/workshop department need to book them out of stock. |
{{Information|icon=1|text=This includes items sold with the vehicle but which are not to be fitted. This is the process which reduces your stock levels so should be followed for every SAL job.}} | {{Information|icon=1|text=This includes items sold with the vehicle but which are not to be fitted. This is the process which reduces your stock levels so should be followed for every SAL job.}} | ||
* Go into the job card and click the {{Tab|Estimate}} tab. | * Go into the job card and click the {{Tab|Estimate}} tab. | ||
| − | * Click {{Button|Availability}}. | + | * Click {{Button|Availability}}. |
| − | * Items in the {{DataPrompt|Invoice Qty}} column are available to book out of stock immediately. | + | * Items in the {{DataPrompt|Invoice Qty}} column are available to book out of stock immediately. |
| − | ** These should be set aside for the Sales Department to handover to the customer or fixed to the vehicle where appropriate. | + | ** These should be set aside for the Sales Department to handover to the customer or fixed to the vehicle where appropriate. |
| − | * Items in the {{DataPrompt|Backorder}} column need to be ordered. Once booked in the {{Button|Availability}} check process should be repeated. | + | * Items in the {{DataPrompt|Backorder}} column need to be ordered. Once booked in the {{Button|Availability}} check process should be repeated. |
| − | * Click {{Button|Done}} and {{KeyPress|Accept}} to order any parts that need ordering and book out of stock the parts that need to be fitted/handed over to the customer. | + | * Click {{Button|Done}} and {{KeyPress|Accept}} to order any parts that need ordering and book out of stock the parts that need to be fitted/handed over to the customer. |
* Pick the items in stock from the shelf and put them in a bag or box with the job number easily visible. | * Pick the items in stock from the shelf and put them in a bag or box with the job number easily visible. | ||
=== Workshop Department - PDI Jobcard completion === | === Workshop Department - PDI Jobcard completion === | ||
| − | Additional items to prepare the vehicle for sale, plus the labour time to fit accessories and prepare the vehicle, should be booked to the jobcard. | + | Additional items to prepare the vehicle for sale, plus the labour time to fit accessories and prepare the vehicle, should be booked to the jobcard. |
| − | The jobcard should be invoiced to complete the process of allocating costs to the vehicle. | + | The jobcard should be invoiced to complete the process of allocating costs to the vehicle. |
If you are waiting for items which have been backordered you may proceed with invoicing the job but choose {{Button|Split}} when the system asks you about items still on order. A new job will be created with the unavailable items on, and this will stay in work in progress until it is completed. | If you are waiting for items which have been backordered you may proceed with invoicing the job but choose {{Button|Split}} when the system asks you about items still on order. A new job will be created with the unavailable items on, and this will stay in work in progress until it is completed. | ||
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* [[Selling a Vehicle]] | * [[Selling a Vehicle]] | ||
| − | + | {{KB_Tags|vehicle preparation, pdis, preparation, jobs, internal, accessories, extras, workshop, vehicle sales, vehicle, parts, sal, vso, labour, fit accessories, fit extras, sold with vehicle, sales order, vehicle order, pdi}} | |
| − | {{KB_Tags| | + | {{FAQ}}{{KB_ST}}{{KB_VS}}{{KB_WS}} |
| − | {{ | ||
Revision as of 06:32, 22 December 2018
Summary
The article explains the processes that are involved for each department when a vehicle sales order is created and subsequently invoiced.
More Information
This area of the system can be very complex in the terms of the effect it has on each department, from a practical and system point of view. Because of this complexity, we believe that we have designed a system that controls the process for each department in the most efficient and effective way.
Please also see this article to ensure the internal accounts are set up correctly. This ensures you can charge items to the sales department at your preferred pricing method, usually cost.
Process Overview
- A Vehicle Sales Order is created, printed and accepted.
- This creates an internal Job detailing the customer, vehicle, extras, sales notes to the workshop and delivery due date for the vehicle that has been ordered. The Job status is 'SAL' (Vehicle Sales Order Job).
- Workshop schedule the 'SAL' jobs into the diary, taking note of any special instructions from the sales department.
- Any parts required are picked and/or back ordered onto the job.
- When the work is completed, all parts used will have been booked or retrieved and labour booked.
- The Job is invoiced to sales department and the total cost of the job is booked against the vehicle. Any items unavailable at this point will be split off to a separate job so that they stay in work in progress.
- Sales Department retrieve the vehicle sales order and check everything is correct before the final hand over.
- Sales department hand over the vehicle and produce the sales invoice to the customer for the vehicle, which also contains any extras they have had fitted.
- This completes the process.
Detailed Overview
Sales Department
When creating the vehicle sales order, there are three features that the sales person must understand and use correctly to ensure that the workshop job gets all the relevant information.
Line Type
Each line of extras has a Line Type. The Line Types are 'W' (Workshop); 'F' (Financial) and 'S' (Stock).
- W - Workshop
- This adds the item to the Estimate side of the job card that is created and adds it to the Detailed Job Description. This is the preferred method for booking out all extras sold with a vehicle, apart from financial items (see below).
- F - Financial
- This is intended for road fund licences, insurance, warranties or any other non-stock type item.
- S - Stock
- This creates a parts sales order which is intended for the clothing department. This order should be retrieved and invoiced to the sales department. You will then be asked to enter the stock number of the vehicle being sold. You must have this at hand because it only asks once.
Sales Notes
- In the "Print and summary" tab of the order, the sales department can add special instructions for the workshop that are printed onto the detailed notes of the job card. For example, 'Please Clean, Plate, PDI and fit heated grips'.
Delivery Due Date
- The Delivery Date you enter on the vehicle sales order updates the Job Due Date for the day before the delivery. This indicates to the workshop when the vehicle is due to be collected and helps them schedule the job appropriately.
 | It is far better to enter something here than to leave it blank, since there is then some indication of when the vehicle is required. |
Workshop Department
- Everyday, the workshop should either run the report 'Sales Jobs To Be Booked' or search the diary, filtering on job status 'SAL'. Identify the jobs that are in progress and waiting to be scheduled into the diary and then schedule them appropriately, and check for any amendments to existing scheduled jobs.
Sales Jobs To Be Booked
This report is found in " Workshop Workshop Reports Sales Jobs To Be Booked".
Filter Job Status
- Go into "Workshop" -> "Workshop Diary".
- Press <Ctrl+F1> to Search.
- Type "SAL" into "Status:".
- Press [Search].
- This lists all jobs with a status of 'SAL'. Each job needs scheduling into the diary and the job status changed to 'BI' - Booked In. This removes it from the list of SAL jobs to be scheduled.
- You should also check the Detailed Notes on the job to view parts required and any special instructions from the Sales Department.
Parts Department
Where extra and accessories are listed on the jobcard the parts/workshop department need to book them out of stock.
 | This includes items sold with the vehicle but which are not to be fitted. This is the process which reduces your stock levels so should be followed for every SAL job. |
- Go into the job card and click the [Estimate] tab.
- Click [Availability].
- Items in the "Invoice Qty" column are available to book out of stock immediately.
- These should be set aside for the Sales Department to handover to the customer or fixed to the vehicle where appropriate.
- Items in the "Backorder" column need to be ordered. Once booked in the [Availability] check process should be repeated.
- Click [Done] and <Accept> to order any parts that need ordering and book out of stock the parts that need to be fitted/handed over to the customer.
- Pick the items in stock from the shelf and put them in a bag or box with the job number easily visible.
Workshop Department - PDI Jobcard completion
Additional items to prepare the vehicle for sale, plus the labour time to fit accessories and prepare the vehicle, should be booked to the jobcard.
The jobcard should be invoiced to complete the process of allocating costs to the vehicle.
If you are waiting for items which have been backordered you may proceed with invoicing the job but choose [Split] when the system asks you about items still on order. A new job will be created with the unavailable items on, and this will stay in work in progress until it is completed.
| Invoicing the job books the cost of the job to the vehicle stock number. |
Sales Department Hand Over
- Sales department need to retrieve the sales order before the customer arrives for a final check of the deal.
- If everything is satisfactory, invoice the order which completes the process. This should be done as late as possible so that any last minute changes can be incorporated. If necessary, simply retrieve the sales order again, add any changes to it and give a copy to the customer before they leave. You can then do the invoice after the customer has left to ensure that everything is correct, and then post a copy to them.
See also
- How do I Find a Customer?
- How Do I Deal With Retail, Internal, Warranty & Sales Jobs?
- How do I Create an Internal Account?
- Selling a Vehicle
