This process describes the creation of a typical vehicle order within the Kompact module.
What do you want to do?
The following step by step process should be followed:
Access the vehicle order option
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the Contract Management option.
The Contract Management form is displayed.
Load the required contract by either entering the Registration number or
Agreement number or by using the
icon to open the
Contract Search form (which enables a contract to be located
using various selection criteria).
Select the 
icon.
Select the 
shortcut from the menu on the left of the form.
The Contract Management form is displaying the Order Tab.
Within the Order Tab single-right-click any specification item (from the grid at the bottom of the form) and take the Allocate suppliers to option from the pop-up menu.
Select either the Individual item or All items option as required.
The Allocate Suppliers form is now displayed.
Enter a Main supplier. Use the
![[...]](Ellipsis.gif){kind=small}
button to locate a supplier
record by way of the Customer Search form.
Use the TAB key. The Item supplier (if used) automatically defaults to the Main supplier details but can be over-written if different.
A prompt is displayed asking: Are you sure you wish to allocate these suppliers to all unallocated items? Select the Yes command button. (Tick the Overwrite existing suppliers if a previous supplier has been selected but you now wish to use the currently selected supplier.
Tip: Item Suppliers may typically be used if the vehicle that is being ordered is a truck that requires additional specification items to be ordered.
Select the Order Details Tab
Enter any relevant data pertaining to the Order. Typical data for the order could be: the supplier Contact name, the order Reference or Order/Delivery/Miscellaneous Notes for example.
Validate/Edit Delivery Details
Select the Delivery Tab.
Ensure the Delivery Address is correct. Overtype the existing address if necessary.
Select the Order Tab.
Select the 
icon and
select the required printed order format.
The Print Order form is displayed.
A number of alternative print selection processes may be used. Ensure the Print All Items and Print to Main Supplier option buttons are selected. (The Print selected items option may be used if various specification items are being ordered from alternative suppliers - in which case, the checkbox to the right of the required specification items must be ticked).
Select the Print command button.
Select the required printer from the printer selection list box and select the OK command button.
Tip: The contract status has now changed from Accepted to Order in Progress.
