A customer automobile, including its VIN, may be required during the Loaner and/or Rental open agreement process, based on the Require Customer VIN management setting.
You can add a customer's personal vehicle, so you can associate a service repair with an appointment or agreement. You can also make an automobile the customer's primary vehicle, as well as remove customer automobiles, on the customer's record.
Add a new customer automobile:
A customer automobile may be required during the Loaner and/or Rental open agreement process, based on the Require Customer VIN management setting.
- On a new customer record, appointment, or agreement, click Add AUTOMOBILE. Or, if viewing an existing appointment or agreement, click edit (
) in the Repair Details section to manage customer automobile information.
- Enter the customer VIN, as well as any other required fields (*). Some unit information, such as the Year, Make, and Model, may be filled in based on its VIN.
Note: Some validations may be applied to these fields. For example, the Make may need to be approved by your manufacturer or you may need to enter the full, 17-character alphanumeric customer VIN, based on the Require 17-Character for the Customer VIN management setting.
- (Optional.) Add any notes, and indicate whether this is the customer's Primary Automobile.
- Click SAVE (or SAVE AUTOMOBILE, if adding during the appointment or agreement process).
Edit customer automobile details on an appointment or agreement: On the appointment or agreement, after you've selected a customer automobile, you can click EDIT CUSTOMER AUTOMOBILE to bring up the Edit Customer Vehicle dialog, so you can view or edit its information.
Make an automobile the customer's primary vehicle: When adding a new customer or viewing the customer record, select the check box next to the automobile's VIN to indicate that it is the primary automobile. A Primary tag is added next to the entry.
Remove an automobile from the customer's record: When adding a new customer or viewing the customer record, click Remove to remove the automobile from the customer's file.
Select a customer automobile on an appointment or agreement:
Note: If viewing an existing appointment or agreement, you must edit () the Repair Details section to manage customer automobile information.
On the appointment or agreement, when editing repair information, select the customer automobile from the from the Automobile On File list. You can also add a new customer automobile using the Add AUTOMOBILE button. See "Add a new customer automobile:".
