Within Vehicles – Supplier Orders – Used Vehicle, you can either search for existing supplier orders or press the new button in the bottom right to start a new order.
If you press new you will be presented with a pop up box for vehicle enquiry.
This gives the ability to search for the vehicle CRM record if it already exists in your database. This could be if they had come in for workshop work on their vehicle or if the dealership sold them this vehicle initially. This is very important as this allows all data for that vehicle to be against the same CRM record and avoid duplicates being created.
However, this can be closed if it is a new vehicle to your Pinewood DMS system.
You will then be presented with the following page to fill in the supplier order details.
Vehicle supplier
This will give a pop up box to either choose a supplier from a set list set up elsewhere or a CRM record for a customer.
Previous owner
This will bring up a CRM customer search box just in case the previous owner is different from the supplier.
Vehicle details
Reg no: Registration number, there is often an icon next to this field to allow for an Experian or HPI lookup.
Make: e.g. Honda
Model: e.g. Accord
Specification: 4dr 2.0i Vtec Es
Colour: Free type field
Colour group: Drop down made up of colours set up in vehicle data
VIN: Vehicle vin number
Body style: e.g. Soft top
Fuel type: e.g. Petrol
Interior: e.g. Leather
Tranmission: e.g Automatic
Qualifying vehicle: VAT qualifying status
Engine size: e.g. 2000
Engine number: Free type field
CO2 emissions: CO2 rating
Mileage/True mileage: How many miles the vehicle has done
Reg date: Registration date
Previous owners: Free type field
VED expiry: When the vehicle is next due VED renewal
Notes: Free type field
MOT expiry: When an MOT is due
User defined fields: Any set up will show here
Purchase details
Order number: Unique reference for the order
Est. Delivery date: When you are expecting the vehicle
Location/Vehicle profile: Custom set up fields – set up is covered in another article
Purchased by: Select a user who purchased the vehicle.
Purchase Price: What you are purchasing the vehicle for
Tax: VAT on the purchase of the vehicle
Settlement: Any outstanding HP settlement
Expected SIV: What you expect the stand in value to be
Retail: The retail price
You then have an opportunity to press next or cancel. Cancelling the order will lose all progress.
Pressing next will ask if you wish to print the purchase invoice, you will then be asked if you wish to bring the vehicle into stock.