Create a Mechanical/Non Mechanical request against a Stock Record

Modified on Thu, 12 Oct 2023 at 01:51 PM

To create a Mechanical/Non Mechanical request against a Stock Record go to the Navigator Main menu and select Vehicles. In the drop down menu that appears select Vehicle Administrators Toolkit.

 

The following window will appear:

 

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Search for the required Stock Record. When the Stock Record appears on screen select the PDI/Prep tab. A window similar to the below will appear:

 

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Mechanical

 

To create a Mechanical request against a Stock Record select the Add button.

 

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The following pop up window will then appear.

 

 

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Enter the details of the Work Required and select Ok. The work required details will then display on screen as shown below:

 

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To carry out the Mechanical item a workshop will need to be created. The description of the work required will display on the Workshop Order window.

 

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For more information regarding raising a workshop job please click here.

 

Non Mechanical

 

To create a Non Mechanical request against a Stock Record highlight the required Requirement and then click Request.

 

The following pop up window will appear:

 

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Enter the required note and select Ok. The date of the request will then display, an example is shown below.

 

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 If you highlight the request just created, the Request button converts to a Remove button. If you would like to remove the request, select the Remove button. The following pop up message will then appear:

 

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To complete a Non Mechanical item, highlight the required line and select Complete. A date will then be inputted into the Completed column. An example is shown below.

 

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Prepared for Sale ?

 

If all items have been completed and the vehicle has been prepared for sales - tick the Prepared for Sale option.

 

This will then change the status of the stock record. See examples below:

 

Before Prepared for Sale was selected.

 

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After Prepared for Sale was selected.

 

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