Handing over a unit
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Contents
Summary
This article explains how to hand over a vehicle to a customer. This option is particularly useful to caravan and motorhome dealers or to dealers who need to do work on their vehicles before they are considered "handover ready".
More Information
Setting Up Vehicle Handovers on your System
To use the Vehicle Handovers option:
- You must have the Personnel Planning module installed.
- You must have at least one Platinum User marked as "Available For Vehicle Handover".
Marking a User as Available For Vehicle Handover
- Go to " Reports & Settings Maintenance Options System Administrator User Maintenance".
- Enter or search for the "User ID" of the user you want to mark as "Available For Vehicle Handover".
- Go to the "Vehicle Sales" page.
- At "Available For Vehicle Handover", enter 'Y'.
Creating the Handover Criteria/Tasks
You might have certain criteria or tasks which must be completed before a vehicle is ready to be handed over to the customer. For a detailed explanation on how to set these criteria or tasks up, see How do I Create or Amend Tasks to be done for a Vehicle Handover?
Using Vehicle Handovers
Selling a Vehicle
Now that you have Vehicle Handovers set up, when creating a sales order you will have an additional "Handover" tab. From here, you can press the "Diary" button to view the diary entries of your "Available For Vehicle Handover" staff and create an appointment for one of them to hand over this vehicle.
Getting a Vehicle Ready for Handover
- Go to " Unit Sales Vehicle Handovers".
- You will be shown a list of vehicles that are due to be handed over for the next week as well as those vehicles that do not have a handover date set.
- You can amend this range of dates at the top of the screen.
- You can also choose to view vehicles at a particular site or at all sites.
- You can Add, Edit or Remove an appointment by using the buttons on the right hand side.
- Vehicles without a date set are shown in blue, they move towards red as the deadline for a handover approaches:
- Yellow if the there is more than 2 days until the deadline.
- Red if the deadline is 2 days away or less.
- Aggressive red if the deadline is today.
- There is also a set of criteria columns, these are shown as 'Yes' (Done), 'No' (Not Done) or 'N/A' (Not Applicable to this Vehicle).
- Double clicking on a criteria column will toggle it from 'No' to 'Yes' or vice versa.
- Some columns are shown as 'N/A' because they are optional and don't necessarily apply to all vehicles. You can make them required by double clicking on them.
- Once all the applicable criteria are set to 'Yes', the line will change to green to show that the vehicle is ready to be handed over.
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