Question
How do I add equipment and equipment reminders to a HGV?
Answer
When a vehicle is set with a type of HGV you will find that two extra side tabs are displayed.
The Equipment tab is designed to allow you to create components or pieces of equipment that are allocated or exist on the particular commercial vehicle. Having created these items, reminders can be associate to them.
To create reminders for the Equipment you will need to go to: CRM > Parameters > Dealer Parameters and on the Enterprise tab. Under the General area drop down, select Equipment type:
In here, click Add and add the relevant piece of equipment to the list.
Then from the drop down, select Equipment Event Description.
Click Add, and in the below pop up enter in the relevant information.
Finally, if you want General Follow Up Events for the equipment, you will need to set them up by selecting General Follow Up Event Description in the drop down and adding descriptions as required.
Once this is done you will need to go to: CRM > Parameters > Aftersales Parameters > General Tab and add in lead times for General Follow Up and Equipment:
Having completed this set up you can now add equipment to a vehicle, when the type is set to HGV.
You are then able to add a reminder in the Vehicle Dates tab, by clicking New and filling the information out as below:
Within the Vehicle Record, you can select the Reminders Tab from the additional side menu. This can then be added as a reminder.
When creating an event reminder as well as selecting the expiry date you have two tick boxes. If the recurring event box is ticked, then you will be promoted for a new date at point of invoice if the event is booked into the workshop or if the ASD (After Sales Diary) event has been declined then you are able to specify the follow up date.
If recurring event is unticked, then this will be assumed to be a single event and no reminder will appear at point of invoice or with the ASD process. If the Allow Reminder box is not ticked, then the reminder will not be displayed as an ASD event but will be displayed within the vehicle Dates tab. If you select a Contact Type of Equipment, then you will be asked to select the equipment you want associate to the event via an extra drop down box when creating the reminder.
