KnowledgeBase | Forum | Contact Us | M1Files | Documents Remote Access and Support over the Internet with TeamViewer

Help Contents
Expand All | Contract All

 

Entering a New Vehicle

1. In the Vehicle Screen, enter a license number.

2. Select Year, Make, and Model from the pull-down lists.

3. (Optional) Enter Sub/Model (for example, 4 Door, Conv., etc.) for extra identification, if desired, and Unit # (an identifying number such as Cab #, Fleet #, etc.).

4. (Optional) Type in, or select from the pull down calendar, a Manufacturer Date. This is the date of manufacture for the vehicle.

5. (Optional) Type in, or select from the pull down calendar, an Inspection Date. You can use this field to enter the date that the vehicle is next due for a regular inspection of some sort (for example, a Smog inspection).

6. Select Add in the Recommendations grid to add any desired recommendations to the customer record.The Recommendations dialog box appears.

7.Type in any recommendations to be viewed at the next customer visit. Select OK to save and close the Recommendations dialog box. 

8. Select the Vehicle Detail button to open the Vehicle Detail dialog box, if necessary. Open this dialog box if you wish to attach the Vehicle Identification Number (VIN), engine type, transmission type, and/or brake type to the vehicle record.

9. Type, or select from pull down lists, required information. Select OK to close the Recommendations dialog box.

10.Select the Tax button to change the tax rate from the default, if necessary.The Tax List appears.

11. Select/Deselect tax rates by clicking your mouse pointer in the appropriate Apply box(es). Select OK when tax changes are complete.
You have now completed entries to the vehicle screen.

12. Select Exit, or any other system function, to exit the Vehicle Screen. Your Vehicle Screen input will be saved.

  OR
Select New to add additional vehicles to the customer record .

  OR
Select any other menu item, icon, or thumb tab option to switch to a different Manager program function. Your vehicle input will be added to the customer record in the Manager database.

See also...

Vehicle Screen


Adding Additional Vehicles to a Customer Record

1. After you have finished inputting information for the current vehicle, select New. A dialog box asks if you wish to clear the current customer.

2. Select No as you are adding additional vehicles to the same customer.The Vehicle Screen is cleared.

3. Type in a unique License number and complete the remaining fields as detailed in the previous procedure.

4. Select Exit, or any other system function, to exit the Vehicle Screen. Your Vehicle Screen input will be saved.

  OR

Select any other menu item, icon, or thumb tab option to change to a different Manager panel. Your vehicle input will be saved.

Remove Vehicle

1. In the Vehicle Screen, with the vehicle you wish to delete selected, pick Remove Vehicle from the Edit menu. A message asks that you confirm the deletion.

2. Select Yes to permanently remove the vehicle from your Manager database.