How do I deal with unit preparation/PDI?
Summary
This area of the business is very complexed in the terms of the affect 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.
The article explains the processes that are involved for each department when a vehicle sales order is created and subsequently invoiced.
Processed Overview
- VSO (Vehicle Sales Order) is created.
- VSO creates an internal Jobcard detailing the customer, vehicle, extras, sales notes to the workshop and delivery due date for the vehicle to be PDI'd. The Job status is SAL (Vehicle Sales Order Job)
- Workshop Scheduled the SAL jobs into the diary, taking note of any special instructions from the sales department.
- Any parts required are picked and/or backordered onto the job.
- When the work is completed, the Jobcard is totalled and all parts booked/retrieved and labour booked.
- The Job is invoiced to sales department and the total cost of the job is booked against the vehicle.
- Sales Department retrieve the sales order and check everthing is correct before the final hand over.
- Sales department hand over the vehicle and produce a the sales invoice to the customer for the vehicle and any extras they required.
- This completes the process.
Detailed Overview
- VSO Creation (Vehicle Sales Order)
- When creating the sales order there two features that a relavant to the process that creates the automatic Jobcard. The first is the extras. Each line of extras that is added has a line Type. The types are: -
S/W/F. Stock/Workshop/Fincial
The sales order creation triggers the system to create an jobcard which details the customer, the vehicle, any extras, the Job Detailed Description and also list them on the estimate side of the jobcard. The job will not appear in the diary and sits with a status of SAL (Vehicle Sales Order).
