Difference between revisions of "How do I add advisories to a unit?"

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== Summary ==
 
== Summary ==
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This article explains how to add advisory notices to a vehicle in {{VS}}  
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This article explains how to add advisory notices to a unit in {{VS}}.
  
 
== More Information ==
 
== More Information ==
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The aim of the advisory work section of the software is to enable the logging of work which is potentially required on vehicles in order that this information can be used in the future to encourage vehicle owners to have this work done when required.  
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{{Units}}
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The aim of the advisory notices section of the software is allow you to log any future work that may be required on units so that this information can be used to encourage unit owners to have this work done.
  
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The advisory system is fully integrated into the software so that as much of the process as is possible can be automated. Information is gathered and stored with the minimum of effort.
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The advisory system is fully integrated into the software so that as much of the process as possible is automated. Information can be gathered and stored with the minimum of effort.
  
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Advisory information stored should include all work that is expected to be required to the vehicle prior to it’s next scheduled service.
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Advisory information should include any work that might be required to the unit prior to its next scheduled service.
  
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It is envisaged that the following workflow is followed although it is possible to disable features and also to log information on an “ad hoc” basis. Elements of the advisory work system can be selectively enabled or disabled as required via the workshop parameters option.
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Advisory items can be given appropriate priorities and an estimated date of action.
  
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Advisory items can be given appropriate priority and an estimated date of action being required.
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Should the customer choose not to arrange remedial work immediately, then a reminder of the problem and need for action can be generated via the customer retention centre in a similar way to service or MOT work required.
  
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Should the customer choose not to arrange remedial work immediately then the customer will be automatically reminded of the problem and need for action via the customer retention centre in a similar way to service or MOT work required.  
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=== Adding an Advisory ===
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Go to {{Menu|{{VS}}|Add or Edit Units}}.
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* [[How do I search for units that are in stock?|Search]] for the relevant unit.
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* Click {{Button|Edit}}.
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* Click on the {{Tab|Servicing}} tab.
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* Click {{Button|Advisories}}.
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* If there are no outstanding advisories you will be taken to the {{DataPrompt|Advisory Item Properties}} screen to create a new unit advisory else click {{Button|Add}}.
  
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== Adding an Advisory ==
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=== Adding Advisory Details ===
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Go to {{Menu|Systems|{{VS}}|Add and Edit Vehicles}}.
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* Enter a {{DataPrompt|Problem Code}} relevant to the issue (e.g. LEA - Leak) or use the drop down button to select a code. See [[How do I create problem codes for workshop advisories?|this]] article to create a new code.
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* This will show the vehicle search, type in a description or vehicle number to find the vehicle you wish the add the advisory to. Once found click {{Button|Edit}}.
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* Set the {{DataPrompt|Priority}} for the issue.
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* From here click on the {{Tab|Servicing}} Tab.
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** Select {{DataValue|Immediate}}, {{DataValue|Urgent}} or {{DataValue|Advisory}}.
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* Once all standard information has been added to the jobcard click the {{Button|Advisories}} button to take you to the {{DataPrompt|Workshop Advisory Work}} Screen.
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* Enter a short note to explain the problem.
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* Enter the Timescale for resolving the issue.
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** Use either {{DataPrompt|Remaining}} mileage or {{DataPrompt|Time Remaining}} in days or months or you may enter both.
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* {{DataPrompt|Remedial action}} should not be completed until the corrective work has been carried out.
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The advisory will be assigned a {{DataValue|Due Date}}. This controls when it appears in the Retention Centre.
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* Click {{Button|Done}} and {{Button|Accept}} to save the advisory.
  
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This will show a screen with any outstanding advisories or if there are none then
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When you are ready to assign the advisories to a jobcard please see [[How do I add advisories to a workshop job?|this]] article.
  
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=== Adding Advisory Details ===  
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== See also ==
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* From a vehicle Click the {{Button|Advisories}} button to take you to the {{DataPrompt|Workshop Advisory Work}} Screen.
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* [[How do I create remedy codes for workshop advisories?]]
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* Click {{Button|Add}}
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* [[How do I create problem codes for workshop advisories?]]
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* Enter a {{DataPrompt|Problem Code}} that is relevant to the issue (e.g. LEA - Leak)
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* [[How do I add advisories to a workshop job?]]
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* Set a {{DataPrompt|Priority}} for the issue. You can choose from {{DataValue|Immediate}}, {{DataValue|Urgent}} or {{DataValue|Advisory}}
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* [[Getting started - Retention Centre]]
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* Next, add a Timescale. This can be entered as either a {{DataPrompt|Remaining}} amount of miles until the issue causes a problem or an amount of {{DataPrompt|Time Remaining}} in days or months.
 
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This will set a {{DataValue|Due date}} on the advisory and this will be when it will appear in the retention centre.}}
 
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This will create an advisory that will be related to the customer and vehicle but not yet allocated a job as yet.
 
  
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For further details click [[How do I Add Advisories to a Workshop Job? HERE]]
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{{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, advisory, advisories, vhc, adv. advise heath, check, sheets, survey, health check sheet, unit health check sheet, report, print, printer, retention, warning, remedial, fix, mot, m.o.t., service}}
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{{How}}{{KB_VS}}{{KB_WS}}{{ZN_Admin}}
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== See also ==
 
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* [[:Category:Getting Started|Getting Started]]
 
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* [[Getting Started - Vehicle Sales]]
 
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* [[Getting Started - Workshop]]
 
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* [[Creating a New Vehicle]]
 
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* [[Creating a Used Vehicle]]
 
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* [[Selling a Vehicle]]
 
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* [[How do I Add Advisories to a Workshop Job?]]
 
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* [[How do I use the Retention Centre?]]
 
  
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{{KB_Tags|advisory, advisories, VHC, adv. advise Heath, check, sheets, survey, vehicle, health check sheet, vehicle health check sheet, report, vehicle, Print, Printer, Retention, warning, remedial, fix, mot, M.O.T., Service}} 
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{{KB_Ref|VS01, WS15}}
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{{KB_VS}} {{FAQ}} {{ZN_Admin}}
 
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{{KB_Ref|VS??}}
 

Latest revision as of 05:32, 19 June 2019

Summary

This article explains how to add advisory notices to a unit in Unit Sales.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

The aim of the advisory notices section of the software is allow you to log any future work that may be required on units so that this information can be used to encourage unit owners to have this work done.

The advisory system is fully integrated into the software so that as much of the process as possible is automated. Information can be gathered and stored with the minimum of effort.

Advisory information should include any work that might be required to the unit prior to its next scheduled service.

Advisory items can be given appropriate priorities and an estimated date of action.

Should the customer choose not to arrange remedial work immediately, then a reminder of the problem and need for action can be generated via the customer retention centre in a similar way to service or MOT work required.

Adding an Advisory

Go to " Unit Sales Add or Edit Units".

  • Search for the relevant unit.
  • Click [Edit].
  • Click on the [Servicing] tab.
  • Click [Advisories].
  • If there are no outstanding advisories you will be taken to the "Advisory Item Properties" screen to create a new unit advisory else click [Add].

Adding Advisory Details

  • Enter a "Problem Code" relevant to the issue (e.g. LEA - Leak) or use the drop down button to select a code. See this article to create a new code.
  • Set the "Priority" for the issue.
    • Select 'Immediate', 'Urgent' or 'Advisory'.
  • Enter a short note to explain the problem.
  • Enter the Timescale for resolving the issue.
    • Use either "Remaining" mileage or "Time Remaining" in days or months or you may enter both.
  • "Remedial action" should not be completed until the corrective work has been carried out.

The advisory will be assigned a 'Due Date'. This controls when it appears in the Retention Centre.

  • Click [Done] and [Accept] to save the advisory.

When you are ready to assign the advisories to a jobcard please see this article.

See also


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Keywords AND Misspellings
unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, advisory, advisories, vhc, adv. advise heath, check, sheets, survey, health check sheet, unit health check sheet, report, print, printer, retention, warning, remedial, fix, mot, m.o.t., service
Tags

VS01, WS15

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