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support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 14:49] seyers |
support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 15:40] (current) seyers |
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| There are two ways to get vehicles into a Lot. | There are two ways to get vehicles into a Lot. | ||
| - | - Choose a lot as a destination from the Dispatch Screen, or | + | - From Dispatch Direct, choose a lot as a destination from the drop down menu, or |
| - | - Enter vehicles manually into the lot. | + | - 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). | ||
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| + | 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 | ||
| - | {{:support:07_storage-impound:lot_widened_view_buttons.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. | ||
| - | - To accept vehicles into the lot, look for the vehicle under "Pending" on the right side of the browser. Click on a vehicle. To enter vehicles manually, 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. | + | Vehicle is now showing in Lot Inventory and impound charges are accumulating. |
| - | - 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)// | + | |
| - | - 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|}} | + | |
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