Difference between revisions of "Creating workshop units"
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== Summary == | == Summary == | ||
| − | This article explains how to create a workshop | + | This article explains how to create a workshop unit. This will be a unit that you did not sell, nor have you seen in the workshop previously. |
| + | |||
| + | It may also be an item you have sold as a batched stock line, e.g a chainsaw, and wish to convert into a unit to record workshop time against. | ||
== More Information == | == More Information == | ||
| − | *Click onto {{DataPrompt| | + | {{Units}} |
| + | |||
| + | === Create a Unit Record === | ||
| + | *Click onto {{DataPrompt|Unit:}}. | ||
*Press {{KeyPress|S-F10}}. | *Press {{KeyPress|S-F10}}. | ||
*Click {{Button|Next}} by the wizard's hat to create the workshop stock number. | *Click {{Button|Next}} by the wizard's hat to create the workshop stock number. | ||
| − | *Enter the registration of the | + | *Enter the registration of the unit. |
*If your system has been set up with [[Can I set unit details from the registration number?|HPI lookup]], click {{Button|Look Up}}. Remember that each time you use this, it will cost you a small fee. | *If your system has been set up with [[Can I set unit details from the registration number?|HPI lookup]], click {{Button|Look Up}}. Remember that each time you use this, it will cost you a small fee. | ||
| − | **At the " | + | **At the "Unit Look-up Options" window, ensure that nothing is ticked for the {{DataPrompt|Unit and Mileage Check:}} because we are using this to update the unit record with the unit details. We do not want to carry out a full HPI check on the unit. |
| − | *Ignore the {{DataPrompt|Model:}} and move the cursor to {{DataPrompt|Description:}} and enter the description of the | + | *Ignore the {{DataPrompt|Model:}} and move the cursor to {{DataPrompt|Description:}} and enter the description of the unit. |
*At {{DataPrompt|Manufacturer:}} enter the first three characters of the manufacturer and press {{KeyPress|ENTER}}. This will either give you a list of manufacturers to choose from or return one. | *At {{DataPrompt|Manufacturer:}} enter the first three characters of the manufacturer and press {{KeyPress|ENTER}}. This will either give you a list of manufacturers to choose from or return one. | ||
*Ignore {{DataPrompt|Tech Colour:}} and enter the colour into {{DataPrompt|Colour:}}. | *Ignore {{DataPrompt|Tech Colour:}} and enter the colour into {{DataPrompt|Colour:}}. | ||
| Line 16: | Line 21: | ||
*To finish, click {{Button|Close}} in the bottom right or press {{KeyPress|ESC}} and {{Button|Accept}}. | *To finish, click {{Button|Close}} in the bottom right or press {{KeyPress|ESC}} and {{Button|Accept}}. | ||
| − | When you are creating the | + | When you are creating the unit, some of the information above may not be available. There may be one or two customers who can remember the full 17 characters of their VIN, but they will be few and far between! Any details that you cannot get immediately should be written on the job card by the technician who actually works on the unit, and then updated on the unit when the job is completed. |
| + | |||
| + | === Convert a batched stock line into a Unit === | ||
| + | For the stes to convert a batched stock line into a unit record please follow [[How do I convert a batched item into a unit?|this]] article. | ||
== See also == | == See also == | ||
* [[Creating workshop jobs]] | * [[Creating workshop jobs]] | ||
| + | * [[How do I convert a batched item into a unit?]] | ||
| − | {{KB_Tags|vehicle entry, creating | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, entry, creating unit details, workshop unit, lookup, hpi, serial, batch}} |
{{Hint}}{{KB_WS}} | {{Hint}}{{KB_WS}} | ||
Latest revision as of 05:28, 29 June 2020
Contents
Summary
This article explains how to create a workshop unit. This will be a unit that you did not sell, nor have you seen in the workshop previously.
It may also be an item you have sold as a batched stock line, e.g a chainsaw, and wish to convert into a unit to record workshop time against.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Create a Unit Record
- Click onto "Unit:".
- Press <Shift+F10>.
- Click [Next] by the wizard's hat to create the workshop stock number.
- Enter the registration of the unit.
- If your system has been set up with HPI lookup, click [Look Up]. Remember that each time you use this, it will cost you a small fee.
- At the "Unit Look-up Options" window, ensure that nothing is ticked for the "Unit and Mileage Check:" because we are using this to update the unit record with the unit details. We do not want to carry out a full HPI check on the unit.
- Ignore the "Model:" and move the cursor to "Description:" and enter the description of the unit.
- At "Manufacturer:" enter the first three characters of the manufacturer and press <Enter>. This will either give you a list of manufacturers to choose from or return one.
- Ignore "Tech Colour:" and enter the colour into "Colour:".
- With "Chassis:" & "V.I.N.:" you need to be consistent and stick with one and enter the last 6 digits into the other.
- Enter the "Engine Number:" and "Mileage:".
- To finish, click [Close] in the bottom right or press <Esc> and [Accept].
When you are creating the unit, some of the information above may not be available. There may be one or two customers who can remember the full 17 characters of their VIN, but they will be few and far between! Any details that you cannot get immediately should be written on the job card by the technician who actually works on the unit, and then updated on the unit when the job is completed.
Convert a batched stock line into a Unit
For the stes to convert a batched stock line into a unit record please follow this article.
See also
