How to Allocate Vehicle Costs

This guide explains how to allocate unassigned costs to a vehicle stock record in Navigator. Allocating costs correctly ensures that vehicle profitability is accurately calculated and all associated expenses are reflected in the stock and profit reports.

Costs can originate from:

• Workshop jobs invoiced to a vehicle

• Parts booked to a sales vehicle

• Posted purchase orders

Identifying Unallocated Costs

Use the Actions Report

1. Open the Vehicle Administration Toolkit.

2. Click on the Reports tab at the top.

3. Select the Actions Report.

Filter for Unassigned Costs

1. Choose the branches you want to report on.

2. Tick the box labelled Unassigned Costs.

3. Tick it a second time to filter only stock records that have unallocated costs.

4. Click Report.

You’ll now see a list of vehicles that require cost allocation.

Opening the Vehicle Record

1. Double-click any stock record listed in the report.

2. The vehicle stock record will open automatically.

Allocating the Costs

1. In the stock record, go to the PDI / Prep tab.

2. Click the Assign button.

⚠ This button will only be visible if there are costs that still need to be assigned.

Assigning Costs

• A pop-up window will appear, showing a list of unallocated costs.

• For each cost:

  1. Click to select the row.

  2. Use the Assign To dropdown to choose the appropriate cost category.

  3. Repeat for each cost on the list.

Once done:

• Click Update to save all allocations.

Review Allocated Costs

• After allocation, you can view the assigned costs in:

  • Cost Analysis

  • Profit Analysis

These areas provide a detailed breakdown of how each cost contributes to the overall profit or loss for the vehicle.

Summary