Guide to Branch Setup

The Branch Setup function allows you to configure location-wide parameters for each branch within your organisation. It is accessed via Setup > Branch Setup.

Accessing Branch Setup

• Navigate to Setup > Branch Setup to manage or configure branch-specific settings.

• Branches can be selected from the existing list or created using the Create button.

General Details Tab

This tab contains key details about the branch:

• Company Association: Specifies which company the branch belongs to.

• Default Vehicle Type: Defines the primary type of vehicle associated with the branch.

• SMS Name: The name displayed on text messages sent from this branch.

Parts Tab

The Parts Tab manages inter-branch transfers and includes the following options:

• Inter-Branch Transfers: Configure processes for transferring parts between branches.

• Daily Stock Check List: Enable this option for the branch to generate a daily stock check list.

• Parts Transfer Modes:

  • Single-Phase: Parts are automatically transferred upon initiation.

  • Two-Phase: Parts transfers require acceptance from the receiving branch.

Sales Setup Tab

The Sales Setup tab provides configurations specific to the sales department:

1. Sales Administrator:

   • Currently not in use but reserved for future functionality.

   • Intended to define the staff member responsible for receiving vehicle-related notices.

2. Default Workshop for PDI Requests:

   • Specifies the workshop responsible for Pre-Delivery Inspection (PDI) work for the department.

3. Inter-Branch Delivery Costs:

   • Sets the internal cost of transferring vehicles between branches.

4. Delivery Schedule Setup:

   • Configure colour codes and handover times by vehicle type.

   • Enables the setup of the handover diary, which can also be shared with other branches.

5. Used Vehicle Default PDI Costs:

   • Defines the standard cost for used vehicle checks for each vehicle type.

6. Monitored Email Accounts:

   • Allows the system to monitor POP3-based email accounts for incoming sales emails (e.g., from Autotrader or the dealership’s website).

7. Online Enquiry Management:

   • Configures types of emails to be picked up from monitored accounts.

   • Defines the Enquiry Type, Source, and Sub-Source to classify and assign enquiries to the appropriate sales team.

8. Redirect to This Account:

   • Ensures emails not handled by Navigator are redirected to a specified email account. This prevents duplicate monitoring of accounts by other users.