Service POS Operations - Flipbook - Page 105
STEP
STEP 1
PROCESS
When creating a new customer and/or vehicle record, ensure that the record does not
already exist. This is done by searching for the vehicle details in the normal way.
If the search does not result in a match then the Customer search screen will not
open and the search tool will have the Company/Customer/Vehicle options enabled.
Although the vehicle can be created at this point (by clicking on the 8Vehicle9 button) it
is good practice to first check if the customer exists. This is done because the
customer may well exist in the system and has perhaps misquoted the registration.
This method would prevent another vehicle record being created with duplicate
chassis numbers.
If the customer does not exist in the database, both the customer and the vehicle can
then be created. It is easier to create the customer record first, as upon completion of
the customer, the vehicle creation screen is then offered automatically. Creating the
vehicle first does not then open the customer screen after creation.
STEP 2
Having performed the checks above, the vehicle creation screen can be completed.
Creating New Vehicles
05.008.02.L1 – srew 08/08
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