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support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 12:51]
seyers created
support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 15:40] (current)
seyers
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 ====== Why don't I see my vehicle in the Lot? ====== ====== Why don't I see my vehicle in the Lot? ======
  
 +It may be that the vehicle is sitting in "​Pending"​ inventory - the panel on the right side of the browser window. ​ You will first need to admit the vehicle into the lot in order to see it on the inventory list.
 +  - Click on the vehicle from the Pending inventory panel.
 +  - Choose a pricing template
 +  - Add any vehicle condition notes, if desired
 +  - Click on the Admit button at the bottom and confirm the desired time. 
 +
 +If you don't find your vehicle in pending inventory, a Lot may not have been selected as the tow destination on the Dispatch new job entry screen. ​ You will need to go back to the dispatch board, review closed jobs for the vehicle you wish to find, then manually enter the vehicle into the lot.  ​
  
 ====== How do I add a vehicle Hold? ====== ====== How do I add a vehicle Hold? ======
  
 +  - Click on the vehicle you want to "​Hold."  ​
 +  - Click over one tab to Vehicle Status tab.  ​
 +  - Look for the cream-colored "Holds triangle (right side of horizontal line) and click it.
 +  - Click green + "Add hold"
 +  - Complete required information in dialog box and click on "​Save"​
 +  - NOTE:  Holds must be removed before a processing plan can be selected, payment recorded, or vehicle discharged.
  
 ====== What does a Hold do? ====== ====== What does a Hold do? ======
  
 +A Hold on a vehicle prevents the vehicle from being released and discharged, e.g., police requested an evidence hold.  ​
 +
 +A Hold also prevents selecting a processing plan or recording payments. ​
 +
 +With user permissions,​ a vehicle can be returned to inventory (which removes the processing plan end date and recalculates storage pricing based on current date).
 +
 +
 +====== How do I Get Vehicles into a Lot? ======
 +
 +Go to Lot Management: ​ {{:​support:​07_storage-impound:​inventory.png|}}
 +
 +  There are two ways to get vehicles into a Lot.
 +
 +  - From Dispatch Direct, choose a lot as a destination from the drop down menu, or
 +  - Enter vehicles manually into the lot using the +New Job button in Lot Management, click Save just as done with dispatch jobs.  ​
 +
 +Both the above methods will place vehicles into "​Pending"​ in Lot Management. ​ See "​Pending"​ on the right side pop out panel. ​ Once vehicles are in "​Pending",​ you will need to complete the admit process as follows:
 +  - Click on a vehicle to open job details.  ​
 +  - Complete the 4 yellow areas that are required to save a job (Code, Account, pricing template, Bill to).
 + 
 +If vehicle was towed to lot, you will see in Remarks section "​Created from tow job xxxxxxx"​ which means there is a tow job linked to the storage job 
 +
 +  - Enter any other details that you wish
 +  - Choose the correct Impound Lot if you have multiple or entered job manually ​
 +  - SCROLL down to the bottom of the page and click the orange Save button.
 +  - Confirm the Admit Time through the next dialog box and click OK.
 +
 +Vehicle is now showing in Lot Inventory and impound charges are accumulating.
 +
 +  ​
 +  ​
support/07_storage-impound/lot_management_frequently_asked_questions.1451325109.txt.gz · Last modified: 2015/12/28 12:51 by seyers