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.
- Sales Order Created
- Automatic Internal Jobcard Created, detail the sales order, vehicle, customer and extras that need booking out.
- Workshop Scheduled the job into the diary
- The parts required are processed.
Sales Department - Sales Order Created
Step One
- Overview of what happens when the order is created and the automatic jobcard gets created.
When the sales order is created by the sales department, the system then creates a internal jobcard, detailing the customer and the vehicle purchased and if there are any extras sold with the vehicle, the jobcard will detail them on 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).
