Understanding the Category Field on a Vehicle Stock Record

The Category field on a vehicle stock record allows you to group vehicles for additional analysis and reporting.

This can be useful where you need to identify specific types of vehicles or track additional characteristics that are unique to your business.

What Can It Be Used For?

The Category field can be used to classify vehicles for reporting purposes.

For example, you may use it to identify:

• Vehicles supplied with additional attachments or accessories.
• Specialist or bespoke vehicle builds.
• Demonstrator or promotional vehicles.
• Other business-specific vehicle classifications.

Using categories consistently can help you analyse your vehicle stock more effectively.

Important Considerations

Use this feature with caution.

Creating additional vehicle categories can have an impact on the accounts side of the system, as categories are used within vehicle stock accounting.

Before creating new categories, you should ensure you understand how they will affect your accounting processes and reporting.

If you are unsure whether a new category is appropriate, speak to your accounts team or your Navigator support representative before making changes.

Best Practice

• Only create new categories where there is a genuine reporting or business requirement.
• Use clear, meaningful category names that are easy for all users to understand.
• Avoid creating duplicate or unnecessary categories.
• Consider the accounting implications before introducing additional categories.