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support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 15:02] seyers |
support:07_storage-impound:lot_management_frequently_asked_questions [2015/12/28 15:40] (current) seyers |
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| - From Dispatch Direct, choose a lot as a destination from the drop down menu, or | - 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. | + | - 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 | |
| - | * To enter vehicles into the lot, look for the vehicle under "Pending" on the right side of the browser. Click on a vehicle. | + | - SCROLL down to the bottom of the page and click the orange Save button. |
| - | * * To enter vehicles manually, click on the +New Job button on the right above the Inventory pane. | + | |
| - | * Note the 4 yellow areas that are required to save a job. | + | |
| - | * Choose/begin typing an account code. | + | |
| - | * Enter Customer info and VIN number (bottom left) and click the "Check VIN Status" button. | + | |
| - | * If VIN is correct, click "copy vehicle info" button to populate the vehicle details fields. | + | |
| - | * Choose the appropriate pricing template and Bill to | + | |
| - | * Choose the correct Impound Lot if you are ent. | + | |
| - | - 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 (on the right pane). Note you may need to wait 30 seconds and/or <ctrl-R> to refresh your screen in order to see the vehicle you entered. | + | |
| - | - Scroll down to the bottom of the window and click the orange Save button. | + | |
| - Confirm the Admit Time through the next dialog box and click OK. | - Confirm the Admit Time through the next dialog box and click OK. | ||
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| + | Vehicle is now showing in Lot Inventory and impound charges are accumulating. | ||
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