Difference between revisions of "How do I add advisories to a unit?"
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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. | * 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. | ||
| − | This will set a {{DataValue|Due date}} on the advisory and this will be when it will appear in the retention centre. | + | This will set a {{DataValue|Due date}} on the advisory and this will be when it will appear in the retention centre. |
This will create an advisory that will be related to the customer and vehicle but not yet allocated a job as yet. | This will create an advisory that will be related to the customer and vehicle but not yet allocated a job as yet. | ||
Revision as of 14:46, 14 August 2013
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to add advisory notices to a vehicle in Unit Sales
More Information
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.
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.
Advisory information stored should include all work that is expected to be required to the vehicle prior to it’s next scheduled service.
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.
Advisory items can be given appropriate priority and an estimated date of action being required.
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.
Adding an Advisory
Go to " Systems Unit Sales Add and Edit Vehicles".
- This will show the vehicle search, type in a description or vehicle number to find the vehicle you wish to add the advisory to. Once found click [Edit].
- From here click on the [Servicing] Tab.
- Click the [Advisories] button to take you to the "Workshop Advisory Work" Screen.
- If there are no outstanding advisories you will be taken to the "Advisory Item Properties" screen to create a new vehicle advisory.
Adding Advisory Details
- From the "Workshop Advisory Work" screen click add to open the "Advisory Item Properties" screen.
- Enter a "Problem Code" that is relevant to the issue (e.g. 'LEA - Leak')
- Set a "Priority" for the issue. You can choose from 'Immediate', 'Urgent' or 'Advisory'
- In the "Note" field enter a brief description to explain the advisory.
- Next, add a Timescale. This can be entered as either a "Remaining" amount of miles until the issue causes a problem or an amount of "Time Remaining" in days or months.
This will set a 'Due date' on the advisory and this will be when it will appear in the retention centre.
This will create an advisory that will be related to the customer and vehicle but not yet allocated a job as yet.
For further details click here
See also
- Getting Started
- Getting Started - Vehicle Sales
- Getting Started - Workshop
- Creating a New Vehicle
- Creating a Used Vehicle
- Selling a Vehicle
- How do I Add Advisories to a Workshop Job?
- How do I use the Retention Centre?
VS01, WS15
