Creating a New Vehicle Stock Record

To create a stock record for a new vehicle in Navigator, follow these steps:

Step 1: Access Vehicle Administrator’s Toolkit

• From the Navigator Main Menu, select Vehicles.
• In the dropdown menu, choose Vehicle Administrator’s Toolkit. This will open the toolkit window.

Step 2: Start Creating a New Vehicle

• In the Vehicle Administrator’s Toolkit window, click the New button to begin adding a new vehicle stock record.

Step 3: Use Franchise Integration (Optional)

• If you use Franchise Integration, enter the manufacturer's supply reference in the Supplier Ref field.
• Click the Lookup button, and the system will automatically populate the vehicle details.

Step 4: Manually Add Vehicle Details (If Not Using Franchise Integration)

• If you don't use franchise integration, click the Change button next to the Vehicle field.
• A window will appear where you can select the Vehicle Type and then search for the vehicle in the system's Price List.

Step 5: Select Vehicle from Price List

• The price list will display all available vehicles, showing the vehicle cost excluding delivery fees.
• Double-click the desired vehicle to load it into the Add New Vehicle window.

Step 6: Add Factory Options (If Available)

• If the selected vehicle has factory options, they will appear in the Factory Options section.
• Check the boxes for any required options.

Step 7: Select Vehicle Colour and Trim

• Use the Colour and Trim dropdown menus to select the required options. The available options are generated from the price list.

Step 8: Add Supplier Details

• Enter the Supplier Account Number in the Supplier field, then press Tab on your keyboard to auto-fill the supplier details.
• If you don't know the account number, you can search for the supplier by entering part of the name and clicking Search. The system will display all matching suppliers.

Step 9: Enter Additional Information

• Date Due: Enter the expected arrival date for the vehicle into stock or use the calendar to select the date.
• Quantity to Add: If you’ve ordered more than one of the same vehicle, adjust the quantity. The system will generate a separate stock record for each unit.
• Our Order No: If applicable, enter the internal order number. This field can be left blank if no order number exists.

Step 10: Generate a Purchase Order (Optional)

• To generate a purchase order for the vehicle, tick the Generate Purchase Order box.
• If selected, the system will display the purchase order on screen for you to review and print.

Step 11: Create the Stock Record

• Once all the details are entered, click Create to finalise the stock record.
• A confirmation message will appear with the stock number assigned to the new vehicle.

By following these steps, you can quickly and accurately create a new vehicle stock record, complete with all relevant details, including supplier information, factory options, and purchase order generation if required.