Some dealers operate process controls to ensure that Showroom orders or VSB invoices cannot be progressed unless specified documents exist. When you are doing a Showroom order, making an order confirmation, taking a showroom deposit or invoicing the vehicle, control documents required for the vehicle or target must be obtained. Error or warning messages are displayed if they are not in place.
Autoline can provide a checklist of the progress codes and the documents that are needed to fulfil the requirement, and prevent processes from running unless the correct documents are in existence. This ensures that legal document requirements are fulfilled during the sales process, and that sales personnel cannot continue without the documents.
Before using document control, you must set up document control types.
To set up document control types:
From the CRM ADD-ONS menu select the Control Document Type Setup option.
The Document Control Type Setup menu is displayed.
This menu is displayed when you select the Control Document Type Setup option on the CRM ADD-ONS menu. It enables you to set up document control types.
Access permissions, called priorities, determine whether a particular menu option is displayed. Each menu option is assigned a priority when the program is installed. Your administrator assigns each user a priority. Any menu option whose priority is higher than your own is omitted from the menu. If you think you need access to a menu option described in this help but it does not appear in the actual menu, check with your administrator.
Document Control Types: Displays the Control Document Types - CRMDOC form.
Document Control Setup: Displays the Control Document Type Setup form.