Raising a Workshop Job for a Vehicle Stock Record

This guide explains how to raise a workshop job against a vehicle stock record in Navigator. This is typically used for PDI (Pre-Delivery Inspections), servicing, or rectification work such as body repairs prior to delivery or resale. Correctly recording these jobs ensures that all workshop activity and associated costs are tracked.

Step-by-Step: Creating a Workshop Job

1. Access the Vehicle Stock Record

• Launch Navigator.

• Open the relevant vehicle stock record.

• Navigate to the PDI / Prep tab.

2. Start Job Creation

• Click the Create Job button.

A pop-up window will appear where you can manage the workshop jobs.

3. Remove Unwanted Jobs

If any jobs are auto-populated and not required:

• Either double-click the job line to remove it,

• Or select the job line and click Remove Job.

4. Add a New Job

• Click the Add Job button.

From this screen, you can:

• Select predefined work types, such as MOT or Service.

• Or manually enter a free-text description (e.g. "bodywork repair", "valet").

Click OKAY to confirm the job.

Repeat as needed for each task required.

5. Generate the Workshop Order

• Once all jobs have been added, click the Create Workshop Order button.

• This action sends the work to the workshop and creates a linked job record.

Monitoring Job Progress

• Any jobs still in progress will appear in the PDI / Prep tab of the stock record.

• Completed and invoiced jobs can be found under the Service History tab.

This gives a full view of outstanding work and a historical audit trail.

Summary

This process helps maintain clear visibility of workshop preparation and ensures all job-related costs are recorded against the vehicle.