The up-selling record option from the Point of Sale then Miscellaneous option enables records to be created for the use with Wip Wizard, Vehicle Health Check and PDA/Remote Applications .
The tree structure is used to create layers of up-sell records. This is particularly used in the Vehicle Health Check application. In this application layers are created first to act as headers on the VHC form and then items are created below this. It will only be Items that are loaded to a POS Wip in the VHC application.
What do you want to do?
This form is displayed when you click Point of Sale > Miscellaneous Options > Up-selling records. It displays an input form to create or edit Up-selling records.
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The Tree Structure is built up as you create Layers and Items. The order they appear in is always:-
1. Layer
2. Items (Although Items can be created independently of a Layer).
The Tree can open its branches to reveal an Item that lies beneath it, by clicking the Add field button
alongside it. To edit open the tree structure to reveal the line, highlight the line then take the Edit option (either from the menu bar icon or from the File Option in the menu bar).
Franchise code: This code is depends on imported data held in franchise data. Click the Drop-down button
to select the franchise code required.
Model code: This code is depends on imported data held in franchise data (not from any manufacturer's file of the same name). Click the Drop-down button
Variant code: This code is depends on imported data held in Franchise Data. Click the Drop-down button
Service Model code: This code is used in the Service Point-of-Sale system to determine the correct allowed time for a specific operation.
Tip: If there are different times for the same operation within the same model range and no code is found on the variant record, then the CRM Vehicle record maintenance program will look at this field on the Model record.
Type: The field holds three selection types, M for Mileage, A for Age, D for date. Click the Drop-down button
Mileage or age interval: This field will change the allowable value dependant on other selections within the Type field.
Minimum value: Enter value (if applicable). This field will change the allowable value dependant what is selected in the Type field.
Maximum value: Enter value (if applicable). This field will the allowable value dependant what is selected in the Type field.
Parent layer: Not used.
Product type: Product type is M for menu code, R for RTS code to be used and P for Part number.
Product code: Provides access via the Ellipsis button
to different Files. RTS file, Generic 00 Menu code file or the Stock file.
Product description: The Product description will be displayed.
Note: Product descriptions can be over written manually on Setup if a more meaningful description is required.
Usage: Click the Drop-down button
Note:M = Main and A = Additional are only used in the Wip Wizard application. The V = Vehicle Health Check option is used in the application of the same name. R = Remote Applications must be selected when the use of mobile devices is required, for example: PDA devices.
Service code: Click the Drop-down button
Note: Rarely used, this can be used to self populate an RTS code when transferred to a Wip, from the Service code file.
Picture: Click the Ellipsis button
The field enables you to enter four lines of any additional notes to display when using the WIP wizard or Vehicle Health Check applications. Within the application additional text will cause an About button
to be displayed. When you click this button, a pop-up box displays the text.
In the Vehicle Health Check program, Layers are created first to act as headers on the VHC form and then Items are created below this. Only Items are loaded to a Point-of-Sale Wip in the VHC program.
Under each layer New Items can be created. These can be created as Part Numbers, RTS codes or 00 menu codes. It is usual for VHC to only use RTS codes, as these load individual menu codes to a Wip.
Tip: To aid monitoring and future reporting it is recommended that Unique RTS codes are created to only be used in the VHC application.
To create an Up-sell record for use in Vehicle Health Check:
Click Point of sale > Miscellaneous options > Up-Selling records.
The Up-selling Structure form is displayed.
Click 
Up-sell structure in the left navigation pane.
The New Item and New Layer toolbar buttons are enabled.
Click the New Layer toolbar button.
The left navigation pane becomes highlighted grey and the form contents become editable.
Enter the Product description and click the Save toolbar button.
The new layer is added to the tree in the left navigation pane.
Once the layer is created Items must be created within or below it. Click the appropriate Layer in the left navigation pane to enable the New Item toolbar button
The New Item toolbar button is enabled.
Note: New layers and items can be edited at any time after they have been created.
Enter the appropriate criteria into any or all of the following areas on the form: Vehicle Information, Selection, Product Information, Usage and any notes you may want to display in the Additional Text box.
If any of these fields are populated this causes the item only to be available if the vehicle criteria selected are met.
To create an Up-sell record for use in Wip Wizard:
To create or maintain an Up-sell record enter the Point of Sale module then Miscellaneous Options. Up-selling records is a menu option. To create a new up-sell record to use in Wip Wizard click the New Item button or Create from the toolbar and select Item.
With Wip Wizard the product information field must be set to M = Main (Favourites) or A = Additional (Upsells). Completing the rest of the fields is optional, as the record can be created with the default records that exist.
