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Create a Customer "on-the-fly"

Overview

This process details how to create a new dealer option "on-the-fly" while already having started a fleet quotation.

From time to time a dealer fitted option will not exist on the list provided in Dealer Fitted Options review. When a one-off dealer-fit option of this type is required a dealer option can be created "on-the-fly".

Create a dealer option "on-the-fly"

  1. From the Master Menu, select the Fleet Quotations option and Company required.

    The Quotations Main Menu is displayed.

  2. Select the Quotations option.

    The Quotation formis displayed but currently disabled.

  3. Select the New icon.

    The Quotation Search form is displayed.

  4. Locate the required quotation by entering the appropriate selection criteria and select the File Search icon.

    A list of quotation records matching the required selection criteria is displayed in the Quotations grid in the bottom half of the form.

  5. Select the required quotation with a double-left-click of the mouse.

    The full enabled quotation form is displayed for the required quotation.

    Tip: A maximum of 17 records matching the selection criteria can be immediately displayed within the form. Use the scroll bar to view additional matching records (if applicable) or, alternatively, narrow the selection criteria down further to reduce the list of matching records.

  6. Select the [...] button immediately to the right of the Options field.

    This displays the Options Review form.

  7. Select the Summary Tab.

  8. Select the (New) icon.

    This displays the Options Details form.

  9. Enter a free-format Description for the option.

  10. Enter a List price and Discount (value or percentage where applicable).

  11. A Residual value and/or a Maintenance budget can also be entered if it is felt the option will attract such values.

  12. The OTR price and P11D price are system calculated.

  13. Once all of the details have been entered select the (Exit) icon.

    The option is now displayed at the bottom of the option list within the Summary Tab.

  14. This option is automatically returned to the Options field within the Quotation form.

Tip: If the option is created on a regular basis it would be prudent to create the option using the Franchise data / Build Specifications option.

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