The Vehicle Progress report provides a view of the status of all vehicles and also allows for vehicle processes to take place within the report without the need to navigate to different areas of the Vehicles module.
To view the report go to: Vehicles > Stock Management > Vehicle Progress:
Icons:
- Full Screen View
By clicking the full screen mode button the report will be loaded in a new window at the maximum dimensions available on the monitor. To close the full screen view and return to the system view, click the full screen mode button again. When viewing the report in full screen mode the main system window cannot be used.
- Search
Clicking the search icon allows a search for vehicles to be performed by the following fields:
When a search criteria has been applied, the search icon will be highlighted in green . The criteria can be cleared by loading the search panel and clicking clear.
- Refresh
The report provides a manual and automatic refresh option. The manual refresh (on the left) will immediately refresh the page and the automatic refresh, if enabled, will refresh the page every minute. The automatic refresh button is highlighted in green when enabled. Regardless of whether the automatic refresh option is on, the report will automatically refresh if a process takes place within the report that affects the status of the vehicle.
The report itself is broken down into three columns (Supplier Order, In Stock and Invoiced) which are split by vehicle status. Each vehicle is then placed in the column that matches its current vehicle status. Vehicles will remain in the 'Invoiced' column until they become archived.
Each column is then further broken down into groups. For example, the 'Supplier Order' column allows vehicles to be grouped by estimated delivery date, model, location or desired delivery date:
A default group for each column can be set within the Vehicle Progress parameters. If no default groups are set in the parameters, the defaults will be Est. Delivery Date for Supplier Orders, Model for In Stock and Handover Date for Invoiced. There is also the ability to arrange the In Stock vehicles by Handover Date.
Once the group is selected, each group has a total vehicle count against it:
By clicking on a specific group, the group can be expanded to show all the vehicles contained within it:
Each vehicle can then be expanded to display more vehicle details:
Once a vehicle have been expanded, various processes can take place by clicking on the expanded box:
Please Note: When selecting an Invoiced vehicle, none of the processes can be amended/carried through therefore, you will not have the 'Process' option listed here. However, if you select a vehicle in either one of the remaining two columns you will have the 'Process' option:
The menus within these are context sensitive- only options that can be completed for the selected vehicle based on its status will show. If a user does not have access to any of the processes, the options will be greyed out.
The full list of options within the sub-menus are listed below:
Selecting any of the items listed, be it a view, process or print, will load the standard system process for that option.
Filter Sets allow the report to only display certain vehicles as required by users. If no filter sets are applied, the report defaults with 'No Filter Applied' an columns and groups will default as described above and will display all vehicles: