Selection of Vehicle Data Management from the Miscellaneous Options Menu presents the Vehicle Data Management form. This form is utilised to locate and select the appropriate vehicle(s) for the purpose of editing one or more of its attributes. This may be done by searching at Manufacturer, Model and Variant level and/or via a number of advanced selection criteria fields.
This form is split into five parts, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The contents of the Vehicle Data Management menu bar is as follows:
Following election, two alternative options are presented:
- Exit
Exits the Vehicle Data Management form and returns to the Miscellaneous Options menu.
- Franchise
Restricts the selection and edit facility to Franchise level.
- Model
Restricts the selection and edit facility to Vehicle Model level.
- Variant
Restricts the selection and edit facility to Vehicle Variant level. This option is the default.
- Group
This option is for future development and is not currently available.
Provides online access to a context sensitive Help form.
The contents of the full toolbar are as follows:
Exits the Vehicle Data Management form and returns to the Miscellaneous Options menu.
Confirms and applies any selection criteria entered.
Resets all current selection criteria so that the user can enter new criteria.
Selects all vehicles for editing.
Selection of the Display Audit icon displays the Audit Event Log which tracks any changes made to a quotation.
Provides online context sensitive help information to the user
This Tab enables two distinct yet complementary functions:
The top area of the Selection Tab contains a number of advanced selection criteria fields that can be manipulated in order to narrow or broaden a search for a particular vehicle or vehicles.
Any vehicles meeting the selected criteria are displayed below.
Any field can be used in conjunction with either one or more of the other selection criteria fields and/or a vehicle selection within the vehicle Selection Tab area.
These fields are as follows:
Consists of two fields which provide a "To" and "From" facility, enabling a Basic Price "range" to be entered. The minimum basic price is entered in the first field and the maximum basic price in the second field. Any vehicles which have a basic price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed.
Consists of two fields which provide a "To" and "From" facility, enabling a P11D price "range" to be entered. The minimum P11D price is entered in the first field and the maximum P11D price in the second field. Any vehicles which have a P11D price which is equal to or greater than the minimum price and equal to or less than the maximum price are displayed.
Consists of two fields which provide a "To" and "From" facility, enabling a C.C. "range" to be entered. C.C. being the Cubic Capacity of the engine. The minimum engine size is entered in the first field and the maximum engine size in the second field. Any vehicles which have an engine size which is equal to or greater than the minimum engine size and equal to or less than the maximum engine size are displayed.
Consists of two fields which provide a "To" and "From" facility, enabling a door. "range" to be entered. The minimum number of doors is entered in the first field and the maximum number of doors in the second field. Any vehicles which have a number of doors equal to or greater than the minimum door number and equal to or less than the maximum door number are displayed.
On selection of the ellipsis (...) box directly to the right of this field a fuel type selection list is displayed. The list is presented in alphabetical order and the following selections are currently available:
Bi-Fuel
Diesel
LPG
Petrol
A single-click with the mouse highlights the required fuel type. A number of command buttons enable the following selections to be made:
OK Confirms the selection.
Cancel Cancels any selection and returns to the Vehicle Data Management form
None Enables a previous selection to be deselected and clears the field.
Selection of the ellipsis (...) box directly to the right of this field presents a vehicle class selection list. The list is presented in alphabetical order and the following selections are currently available:
Commercials
Heavy
Private Light Goods
A single-click with the mouse highlights the required vehicle class and selection of the OK command button confirms this choice. The Cancel command button cancels any selection and returns to the Vehicle Data Management form.
This facility allows entry of free-format text that assists with identification in a vehicle search. For example, entering the text string hatch auto ghia results in the display of all vehicles containing this text within the vehicle description. The contains field is not case sensitive.
Selection of the ellipsis button immediately to the right of this field displays the Model Analysis List Box from which the appropriate group may be selected. Current options available are as follows:
Car Private Light Goods
Comm Commercial Vehicle
This is a facility allowing the availability type to be defined for the vehicle selection within the quotation at variant level. The availability choices are quickly accessed via the drop-down list, which becomes available by selecting the down-arrow to the right of the Variant Availability field. The list is presented in alphabetical order and the following selections are currently available:
All
Current
Non-Current
A single-click of the mouse selects the required availability choice.
This is a facility allowing the availability type to be defined for the vehicle selection within the quotation at model level. The availability choices are quickly accessed via the drop-down list, which becomes available by selecting the down-arrow to the right of the Variant Availability field. The list is presented in alphabetical order and the following selections are currently available:
All
Current
Non-Current
A single-click of the mouse selects the required availability choice.
Selection of the ellipsis (...) box directly to the right of this field presents a body style selection list. The list is presented in alphabetical order and the following selections are currently available:
Coupe/Convertible
Estate
Hatchback
Pick-up
Roadster
Saloon
Station Wagon
Van
A single-click with the mouse highlights the required fuel type. A number of command buttons enable the following selections to be made:
OK Confirms the selection.
Cancel Cancels any selection and returns to the Vehicle Data Management form
None Enables a previous selection to be deselected and clears the field
The bottom area of the Selection Tab consists of three List Boxes- Franchise, Model & Variant - displayed side by side. If a List Box contains more options than the box can display, as with the Franchise box, the form presents a Scroll Bar which can be operated in a number of ways:
Within the first List Box, selection of the required franchise(s) can be carried out in a number of ways using standard windows functionality.
Single-left-click on the first required franchise and, whilst holding down the mouse button, stripe-down to the last required franchise;
Single-left-click on the first required franchise, hold down the Shift Key, and single-click on the last required franchise in the list.
Single-click on the first required franchise, hold down the Ctrl Key, then click on the next required franchise (repeat this process until all the required franchises are selected).
Following successful completion of one of the above steps, the required franchises are highlighted and the appropriate models are automatically displayed in the second List Box.
Selection at model level is performed in the same way as franchise selection.
Selection of the required model(s) automatically displays all variants included within this model range. Individual variants may be selected if required.
Following selection of the appropriate vehicle(s) and entry of any required advanced selection criteria, the Edit Tab is used to view those vehicles meeting the input criteria and to edit the specific vehicle attributes.
The Edit Tab is only enabled after the selected criteria is confirmed and is used to view those vehicles meeting the input criteria and to edit the specific vehicle attributes. Upon selecting this Tab the following data is displayed for each vehicle:
Displays the full franchise description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Full Name field (Main Details Tab in the Franchise Details menu option within the Franchise Data module).
Displays the full model description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Description field (Details Tab in the Model Codes menu option within the Franchise Data module).
Displays the full vehicle variant description imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Descriptions: VSB/SR field. (Details Page 1 Tab) in the Model Variants menu option within the Franchise Data module).
Displays the vehicle variant code imported from the default data source or (in the case of Vehicles which are created manually) the description which has been entered in the Variant field (Model Variants menu option within the Franchise Data module).
Displays the vehicle model year imported from the default data source
Initially, on accessing the Edit Tab, the sixth column displays the vehicle List Price. This column, however, may be amended by selecting the Edit field immediately above it. Selection of the down-arrow button immediately to the right of the Edit field presents a drop-down list of vehicle attributes that may be displayed and edited. The list currently includes:
- List Price
- Car Tax
- VAT Code
- Delivery Cost
- Delivery P11D
- Discount %
- Vehicle Class
- Hire Group
- VRB
- VRB %age
- Motor Club Free Period
- Model Group
- Tyre Table
For a full description of these fields see Quotation Makeup Review.
To display and edit the vehicle attributes select an item from the drop-down list. The sixth column, which originally displayed the vehicle List Price, now displays the selected vehicle attribute for all selected vehicles. The selected vehicle attribute may be edited for individual vehicles or for all the vehicles displayed in the Edit Tab.
Single-left-click into the sixth column (i.e. the selected vehicle attribute) against the vehicle that is to be edited. The currently displayed value is highlighted in blue and can simply be overtyped with the required value.
Single-right-click onto the grey column header of the sixth column (i.e. the selected vehicle attribute). The values for the entire column are highlighted in blue and a pop-up Value Adjustment box is displayed. This box presents a series of mutually exclusive radio buttons that, dependent upon which radio button is selected, allow the values to be edited in the following ways:
- % Adjustment
Adjusts the current values by a given percentage. This can be a positive or a negative value. The value is entered as a numeric (e.g. 5.25) and does not require the percentage sign to be input.
- Value Adjustment
Adjusts the current values by a given value. This can be a positive or a negative value. The value is entered as a numeric (e.g. 5.25) and does not require the pound sign to be input.
- Set Value
Replaces the current values with a new given value. The value is entered as a numeric (e.g. 500.25) and does not require the pound sign to be input.
A single-left-click onto any of the six grey column headers presents a small pop-up menu that enables the selected column to be sorted in ascending or descending order.