Adding a Finance Company

Modified on Thu, 12 Sep at 4:36 PM

To add or manage a finance company in Navigator, follow these steps:

Step 1: Access Vehicle Parameter Maintenance

From the Navigator Main Menu, select Vehicles.
In the dropdown menu, choose Vehicle Parameter Maintenance.

Step 2: Add a Finance Company

In the Vehicle Parameter Maintenance screen, click on the Finance Company button.
To add a new finance company, select the Add button.
This will open the Customer Search view. Search for the relevant finance company in the database.

Step 3: Select a Business Customer

Ensure that the finance company you are adding is listed as a business customer.
Once you find the correct finance company, double-click on it to add it to the list.

Step 4: Managing Finance Companies

The selected finance company will now appear in the Finance Company list.
To delete a finance company, simply highlight the desired entry and select the Delete button.