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support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 14:01] seyers |
support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 15:40] (current) seyers |
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| 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). | 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 Put Vehicles in a Lot ====== | ||
| - | Assuming your pricing structures for your lot(s) have been entered previously in Ranger, you can begin choosing your lot(s) as a destination from the dispatch screen, or manually enter your existing vehicle inventory, including dates/times admitted to the lot. Ranger automatically calculates storage/impound fees the same way it calculates a tow job. | + | ====== How do I Get Vehicles into a Lot? ====== |
| - | Open the Inventory pane from the Lot Management left navigation pane by right clicking on "Inventory." | + | Go to Lot Management: {{:support:07_storage-impound:inventory.png|}} |
| - | **PLEASE NOTE THAT IF YOUR SCREEN IS TOO NARROW, THE {{:support:07_storage-impound:lot_new_job.png|+NEW JOB}} BUTTON AND OTHER FUNCTIONAL BUTTONS MAY NOT BE VISIBLE. If you don't see the {{:support:07_storage-impound:lot_new_job.png|+New Job}} button in the image below, you may need to widen this window (and the Lot Management window on your computer) to see these buttons.** | + | 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. | ||
| - | {{:support:07_storage-impound:lot_widened_view_buttons.png|}} | + | 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. | |
| - | - Click on the {{:support:07_storage-impound:lot_new_job.png|+New Job}} button on the right above the Inventory pane. Note the 4 yellow areas are required to save a new job. | + | - Complete the 4 yellow areas that are required to save a job (Code, Account, pricing template, Bill to). |
| - | - Choose an account code/name on the left, and a "Bill 1st Invoice to:" on the right. | + | |
| - | - Enter Customer info and VIN number (bottom left) and click the "Check VIN Status" button, which will populate the vehicle details fields. //(optional)// | + | 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 |
| - | - For state or local Police calls, click on the arrow next to Agency info... to enter any relevant information in the fields available.//(optional)// | + | |
| - | - Be sure to select a pricing template and choose the correct Impound Lot if you have more than one. | + | |
| - | - SCROLL down to the bottom of the page and click the Save button to SAVE the job and enter the vehicle into the Pending Inventory (see slide out pane on the right for vehicle...may need to wait a couple of seconds and/or refresh your screen). | + | |
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| - | {{:support:07_storage-impound:lot_job_entry.png|}} | + | |
| - | {{:support:07_storage-impound:lot_save_new_job.png|}} | + | |
| + | - 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. | ||
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