Editing Vehicles
Editing vehicle information only affects unposted and non-cashiered orders.
To edit a vehicle:
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Click Main >> Customers.
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Select the customer whose vehicle you are editing, and click Edit.
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Result: The Edit Customer window displays.
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Select the vehicle to be updated and click Edit Vehicle.
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Result: An Edit Vehicle window displays with the General tab opened.
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On the General tab, type your changes to the vehicle information.
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Note: If you change a vehicle’s tax settings (from exempt to non-exempt, or vice versa), a message pops up to confirm that you want to apply the new tax settings to non-posted orders.
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Clicking Yes updates those charges whose tax settings have changed (parts or labor).
- Clicking No leaves existing charges as they are, but new charges use the new tax settings.
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On the Service History tab, you can view a list of the customer's cashiered and posted orders, or submit an Order Refund, if desired.
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On the Comments tab, type your 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.