The Seasonal Equipment Manager in Point-of-Sale enables you to hold equipment owned by customers on their behalf and to record details of the movement of that equipment. Examples of the types of equipment that might be held on a customer's behalf are:
The information held in the seasonal equipment file does not usually interact with other parts of the system. However, if installed, Tyre types functionality can be added. In this case, links with Vehicles are made. These are then used in the Point-of-Sale and Vehicle Stockbooks modules. This then allows for the recording of tyre types and their condition, and so on, to be held against the vehicle at the time of fitting or refitting.
For example, a customer may have one set of Winter tyres and one set of Summer tyres. These would then be fitted or removed at the appropriate time of the year. When a Customer and a Vehicle that has a Seasonal record attached is loaded to a WIP, it is possible to automatically add an RTS or Menu code to the WIP. Control of the RTS or Menu code used is set against the Equipment type
What do you want to do?
To access the Seasonal Equipment Manager form:
Do one of the following (a or b):
Do the following:
From the Rev.8 Master Menu, select the Point-of-Sale option and the Company you require.
The Point-of-Sale menu is displayed.
Select the Seasonal Equipment Manager option.
The Seasonal Equipment Manager form is displayed.
OR do the following from the Point-of-Sale WIP form:
Click Links on the Point-of-Sale menu bar.
The drop-down menu is displayed.
From the drop-down menu select Seasonal Equipment Manager.
The Seasonal Equipment Manager form is displayed.
Menu Bar and Toolbar:
| Menu bar | Toolbar | Action |
|---|---|---|
| File > New |  |
Creates a new record ready for you to complete. |
| File > Save |  |
Creates a new record ready for you to complete. |
| File > Delete |  |
Deletes an existing record. |
| File > Exit |  |
Returns you to the main Point-of-Sale menu. |
| Print > Print Receipt |  |
Prints a receipt for the Seasonal Equipment held (enabled on creating a new record) | Print > Print Labels | |
Prints a Label to apply to the Seasonal Equipment held | <----end DAT2589---->
| Help |  |
Displays this help topic in a web browser. |
SEMS Ref. No:
SEMS ref No: If the SEMS number is known for a record it can be entered here. If the SEMS number is unknown click the Ellipsis button
to invoke a search.
Vehicle Details:
Vehicle ID: The Vehicle details box is populated from the Customer record when it is loaded or searched.
Vehicle Details Button:
More: Enables you to view extended Vehicle details straight from the form
Customer Details:
Customer Name: Name of the customer
Address: Customer address
Phone & Reg. no: Customer telephone and registration number
Tabs:
The Details tab displays the equipment record details after the record is loaded or during creation (enabled by clicking a line on the grid).
The Tyres tab is used to describe Tyres/Wheels being stored.
Tip:This tab is enabled only if the equipment type selected has been set up as a Tyre type (if installed) in the Equipment types.
This Tab displays the equipment record details after the record is loaded or during creation (enabled by clicking a line on the grid).
Equipment Type: Displays a list of the available equipment types codes by means of a drop-down list. The second box shows the description once a record has been selected.
Item quantity: Shows the number of each item in the seasonal record.
Full description: Enables you to enter a more specific description against the item.
Current location: Describes the location of the part on the vehicle.
Remarks: Customer comments or special instructions.
Date/Time in: Date when the Seasonal Equipment record was created (a further box shows the time Booked In).
Date/Time out: Date when the Seasonal Equipment record was booked out (a further box shows the time Booked Out).
Insurance Value: Agreed value of the Seasonal Equipment Record for Insurance purposes.
Invoice No: Manually-created reference to the Seasonal Equipment record (not a system-generated Invoice number).
Details Tab Buttons:
Proceed: When the record has been created, clicking this button saves the record to the grid below ready for another to be created.
Cancel: Clicking this button prevents the record being created and enables you to start the record creation again.
Option Buttons:
Book In: When selected enables the equipment booking in details to be entered (active by default for a new transaction line).
Book Out: When selected enables the booking-out details to be entered (available only when a previously booked in transaction line has been selected).
Details Grid:
Equipment Type: The header on this grid column is also found on the Details tab, and shows the entered value.
Equipment Description: The header on this grid column is also found on the Details tab, and shows the entered value.
Item Qty: The header on this grid column is also found on the Details tab, and shows the entered value.
Location: The header on this grid column is also found on the Details tab, and shows the entered value.
Date booked In: The header on this grid column is also found on the Details tab, and shows the entered value.
Date booked Out: The header on this grid column is also found on the Details tab, and shows the entered value.
Insurance Value: The header on this grid column is also found on the Details tab, and shows the entered value.
The Tyres tab is used to describe Tyres/Wheels being stored.
Tyre Position: Description of the tyre's position on the vehicle, for example O/S/F to indicate front off side.
Tyre Manufacturer: Tyre manufacturer, for example MICHELIN.
Tyre Model: Tyre model, for example, ENERGY.
Date of Manufacture: Date of Tyre Manufacture.
<----start DAT2589---->Wheel nuts: A tick box is provided to specify if Wheel nuts or bolts are stored with the Wheels and tyres.
<----end DAT2589---->Width: Tyre width, for example, 205.
Profile: Tyre profile, for example, 55.
Rating: Tyre rating, for example, ZR.
Size: Tyre size or wheel diameter, for example, 16.
Tread: Current tread depth, for example, 6.50.
Tyre Condition: Tyre condition, for example, NEW.
Tyre Location: Current location of the tyre, for example, ON VEHICLE or specific storage area within the dealership.
Alloy/Cover Condition: Current Alloy wheel or wheel cover condition, for example, SCRATCHED.
Alloy/Cover Location: Current location of the alloy wheel or cover, for example, ON VEHICLE.
Tyres Tab Buttons:
Proceed: When the tyre record has been created, clicking this button saves the record to the grid below ready for another to be created.
Cancel: Prevents the tyre record being created and enables you to start the record creation again.
Tyre Grid:
Tyre Position: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Tyre Manufacturer: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Tyre Model: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Width: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Profile: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Rating: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Size: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Tread: The header on this grid column is also found on the Tyres tab, and shows the entered value.
Tyre Condition: The header on this grid column is also found on the Tyres tab, and shows the entered value.
The Seasonal Equipment Manager system (if installed) enables you to create a Seasonal Equipment record to log details of equipment brought into a dealership for temporary storage, perhaps equipment used for only a few months of the year (for example a ski rack during the winter).
To create a Seasonal Equipment record:
From Point-of-Sale > Seasonal Equipment manager click the Customer Name Ellipsis button to invoke a search in order to locate the customer and vehicle details. Then click File > New or the appropriate button.
Note:When the Customer and Vehicle has been loaded the More button is enabled adjacent to the Vehicle ID. This may be used to display the extended vehicle details.
The Details tab is displayed and the Cursor is enabled in the first field, Equipment Type. If you click the grid an arrow is displayed on the line where the record will appear when it is completed.
Click the Equipment type dropdown box and select the most appropriate option (for example, Snow tyres, if installed).
Tip:This enables the Tyres tab only if the equipment type selected has been set up as a Tyre type (if installed) in the Equipment types.
The item type code and its description are displayed in the field Equipment Type.
Use the Tab key to move to the next field and complete it. Continue until all fields are complete (if the Tyres tab has been enabled enter the Tyre details as part of this process before saving the record). Once complete click the Proceed button to save the record (click Cancel if you do not want to continue).
This record is saved and is displayed on the first available line on the grid.
Either repeat these steps for another item or click Save to complete the transaction.
The system allocates an SEMS number (which is displayed on a pop-up form) and you are prompted to print a receipt.
Editing transaction lines is used to make amendments to existing transaction lines, to add further transaction lines and to book out existing transaction lines.
To amend a Seasonal Equipment record:
From Point-of-Sale > Seasonal Equipment manager click the SEMS Ref No: Ellipsis button to search for previously created records. This invokes a SEMS Search. Select the most appropriate option to search against. The search results are displayed in a grid. Select the record you want to amend from this grid.
When the SEMS record has been loaded, double-click the line on the Details tab lower grid to load the item. The same options to Proceed or Cancel are available when you amend the record. Select the Save option to save your changes to the loaded record.
Note: If you want to add a line to an existing record you still have to open the SEMS Ref No: first, but clicking New adds a line to the record.
It is possible to delete a transaction line from a previously saved transaction.
To delete a Seasonal Equipment record:
From Point-of-Sale > Seasonal Equipment manager click the SEMS Ref No: Ellipsis button to search for previously created records.
A SEMS Search is invoked.
Select the most appropriate option to search against.
The search results are displayed in a grid.
Select the record you want to delete from this grid.
A scissors icon is displayed to confirm this line can be deleted, and the toolbar button becomes enabled.
Note: If you want to delete a tyre record you must select the Tyre tab first and select individual tyre records, or mark them all for deletion.
Click File > Delete or click the Delete button on the toolbar.
You are prompted to confirm that you want to delete records.
Save the SEMS reference before exiting Seasonal Equipment Manager.
The record is deleted.
Tyres and wheels are treated separately as part of the Seasonal Equipment record and are displayed on a separate tab when records of this type are loaded.
To load a Tyre type Seasonal Equipment record:
From Point-of-Sale > Seasonal Equipment manager click the SEMS Ref No: Ellipsis button to invoke a search in order to locate previously created records.
A SEMS Search is invoked.
Select the equipment type using the drop-down menu and select a Tyre type record as previously set up in Equipment Types (if enabled). This ensures that only Tyre equipment types are displayed in a grid. Select the record you want to view or amend from this grid.
When the record is loaded the Tyres tab is enabled.
