Branch Setup

The Branch Setup function in Navigator contains location-wide parameters that allow customisation and control of branch-specific settings. Access this feature by navigating to Setup > Branch Setup.

Access and Permissions

• Branches can be selected from the dropdown menu.
• Important: Do not create new branches without consulting the Helpdesk.

General Details Tab

This tab contains key details for the branch, including:

• Company Information: Defines the company the branch belongs to.
• Default Vehicle Type: Sets the default type of vehicle for the branch.
• SMS Name: Configures the sender name that appears on text messages sent from the branch.

Parts Tab

The Parts Tab manages inter-branch transfers and additional settings:

• Inter-Branch Transfers: Configure how parts are transferred between branches.
• Daily Stock Checklist: Enable or disable the generation of daily stock checklists.
• Single-Phase Transfers: Automatically transfer parts between branches upon initiation.
• Two-Phase Transfers: Require receiving branches to accept parts before the transfer is finalised.

Sales Setup

This section configures various aspects of the sales department operations:

1. Sales Administrator for the Branch

   • Not currently in use but reserved for future functionality.

2. Workshop for PDI Requests

   • Specifies the default workshop responsible for pre-delivery inspections (PDI).

3. Inter-Branch Delivery Costs

   • Sets internal costs for transferring vehicles between branches.

4. Delivery Schedule Setup

   • Configure colour codes and handover times for the Handover Diary.
   • Share handover schedules with other branches if needed.

5. Used Vehicle Default PDI Costs

   • Specifies the expected cost for standard used vehicle checks by type.

6. Monitored Email Accounts

   • Enables monitoring of POP3-based email accounts for incoming sales leads (e.g., Autotrader, dealership website).

7. Online Enquiry Management

   • Defines email types, enquiry types, sources, and sub-sources for categorising enquiries.
   • Assigns enquiries to specific sales teams.

8. Redirect Email Accounts

   • Redirects unprocessed emails to a specified account, ensuring monitored accounts are not simultaneously handled by other systems or staff.

Notes

• Changes: Ensure changes made in the branch setup are saved to avoid data loss.
• Helpdesk Support: Contact the Helpdesk for assistance with advanced configurations or if you're unsure about the impact of specific settings.