Adding Vehicles
Add vehicles to customer records using the Customers list.
- Vehicles must be connected to a customer record. They cannot be added to the system independent of a customer record.
To add a new vehicle to a customer record:
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Click Main >> Customers.
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Select the customer to whom you are adding a vehicle, and click Edit.
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Result: The Edit Customer window is displayed.
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Click Add Vehicle.
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Result: The Select Vehicle YMME Description window displays, allowing you to choose the:
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Year: Click a year to select it.
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A list of Makes displays after a Year is selected.
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Make: Click a make to select it.
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A list of Models displays after a Make is selected.
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Model: Click a model to select it.
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A list of Engines displays after a Model is selected
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Engine: Click an engine to select it, even if there is only one option.
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Note: If you are unsure of the engine type, select your best guess and update the type, if needed, when it is confirmed.
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Click Submit.
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Result: The New Vehicle window displays the General tab with the cursor in the License field.
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On the General tab, enter the vehicle information:
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License (10 character maximum)
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VIN (20 character maximum)
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Transmission (30 character maximum)
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Color (20 character maximum)
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Manufacture Date
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Note: The manufacture date will be printed on the invoice and labeled DOM.
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Unit #: for fleet vehicles only (10 character maximum)
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Current Mileage (10 character maximum)
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The Service History tab will not be available until an order is cashiered for the vehicle.
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On the Comments tab, enter comments about the vehicle.
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Note: It is a good idea to date and initial all comments to avoid confusion later.
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Example: "8/3/11 HK: Customer said that the vehicle is..."
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Click Submit >> Close.