The Record VHC (Vehicle Health Check) function enables the recording of the visually actioned vehicle checks and subsequent upload / maintenance of the recorded actions into a Point-of-sale WIP.
The entire VHC process is based around quoting for additional work and then selling it. So when parts are added to the WIP for pricing only, they should be added at ‘M’ status, and no other. The VHC summary is done when all prices have been added to the WIP, and depending on what the operator chooses to do with the VHC lines, the parts lines are updated accordingly; deleted if set to reminder or deleted, and ‘R’ reserved if loaded and sufficient stock. If not sufficient stock when loading work, the system will use the default ‘Status if no stock’ POS parameter to update the parts status. So the upshot is that all parts added to the WIP for pricing purposes must be at ‘M’ status.
Note: Fixed price menus recorded within the summary form are not stored as fixed menus but as individual lines and as such when reloaded as a reminder they are loaded as individual WIP lines with original fixed prices.
Note: FastFit Assistance (If installed) is integrated and activated when setting the WIP line to a status of Complete or Reminder within the Vehicle Health Check Summary function
What do you want to do?
The main purpose of this form is to load information from the checklist VHC form to the Wip at Memo status. Multiple editable columns are displayed; each of these can be checked dependant on the reported findings from the VHC form.
This form is displayed when you click Point-of -Sale > Point-of-Sale > Links option > VHC Summary.
VHC Summary Grid
Product: Displays the product code from the vehicle health check Upsell record.
Description: Displays the upsell product description.
Menu: Displays the WIPs VHC menu code.
Note: The Information
icon indicates that there are Parts or Labour, or Menu items linked to the menu code.
Original Price : Displays the original price of the Health check.
Price (ex VAT): Displays the price of the Health check findings exclusive of VAT.
Price (incl VAT): Displays the price the Health check findings inclusive of VAT.
Cond : Displays the condition of the Health check.
Red = Requires urgent attention
Yellow = Advisory
Green = Visually OK
Load module: Displays the available options
Load: Indicates that a fault was identified during the Vehicle Health Check has the customer agreement for work to be actioned.
Reminder: Indicates that a fault was found during the Vehicle Health Check and that the customer wants to defer this work until a future date. This process also allows for the reminder date to be edited.
Note: The Reminder required date is calculated based upon VHC creation date + number of days in the Vehicle Health Check levels file, subsequent VHC Summary displays use the original require date.
Delete -Indicates that during the health check that the fault was not found or that a fault was found but the customer does not need this to be actioned (for example: a cracked windscreen and the customer wants to claim on his insurance company).
Franchise denied - Indicates that a fault was found during the Vehicle Health Check, but due to Franchise control restrictions as defined within the users Terminal details no maintenance actions are permitted on the VHC Wip line.
Ignore - Indicates that the VHC WIP line has been Held.
Required: Enter required future dates manually or via a system calendar accessed by clicking the ellipsis button.
Agreed Price: Displays the agreed price for the Health Check.
VAT Inc: Indicates that VAT is to be added to the agreed price.
Lost Sale: If the selected Load Mode is Delete the system requires that the reason for the delete / lost sale.
Lost sale description: Displays the description of the lost sale.
Buttons:
Back: This function is not currently available.
Finish: Uploads the recorded Vehicle Health Check information into a POS WIP and creates the associated CRM statistics information.
Help: Displays this help topic in a web browser.
Cancel: Cancels the entry of Vehicle Health Check information, without uploading into the POS WIP or creating CRM statistics information.
Clicking the into Load mode cell displays a list of the available options for selection
Load - Enables you to record a fault, identified during the Vehicle Health Check and the Customer agrees to the work being actioned.
Reminder - Enables you to record a future reminder date, if a fault is found on the Vehicle Health Check and the customer wants to defer this work. This process also allows for the reminder date to be edited.
Delete - Enables you to record items checked during the health check that are not at fault or if a fault is found but the customer does not need this actioned (for example: a cracked windscreen and the customer wants to claim on his insurance company).
Clicking the Load option creates an entry for the Wip in Workshop loading and sets the POS WIP line to B status.
Clicking the Finish button maintains the recorded Vehicle Health Check information into a Wip
Note: The Reminder option allows for the work to be deferred and a reminder date to be set for the future and loads the line to the Wip at N status. This is very important as a prompt will be generated each time the vehicle record is loaded until either the work is carried out or the job is deleted.
Note: Fixed price menus recorded within the summary form are not stored as fixed menus but as individual lines and as such when reloaded as a reminder they are loaded as individual WIP lines with original fixed prices.
Clicking the into Load mode cell displays a list of the available options for selection
Load - Enables you to record a fault, identified during the Vehicle Health Check and the Customer agrees to the work being actioned.
Reminder - Enables you to record a future reminder date, if a fault is found on the Vehicle Health Check and the customer wants to defer this work. This process also allows for the reminder date to be edited.
Delete - Enables you to record items checked during the health check that are not at fault or if a fault is found but the customer does not need this actioned (for example: a cracked windscreen and the customer wants to claim on his insurance company).
Clicking the Reminder option updates the line to a predefined reminder status (default is set to N) and creates an entry in the Reminder notes file with an associated future reminder date. The default date is shown on the line as the status is changed and is made available to change via a pop-up box called Reminder Follow-up Date. The dates can be changed manually or via a system
calendar accessed by clicking the ellipsis button 
and confirming the date change by clicking OK. If left unedited the default date is used defined as a number of days in the Vehicle Health Check levels file.
Note: The Reminder required date is calculated based upon VHC creation date + number of days in the Vehicle Health Check levels file, subsequent VHC Summary displays use the original require date.
Clicking the Finish button maintains the recorded Vehicle Health Check information into a Wip.
Clicking the into Load mode cell displays a list of the available options for selection
Load - Enables you to record a fault, identified during the Vehicle Health Check and the Customer agrees to the work being actioned.
Reminder - Enables you to record a future reminder date, if a fault is found on the Vehicle Health Check and the customer wants to defer this work. This process also allows for the reminder date to be edited.
Delete - Enables you to record items checked during the health check that are not at fault or if a fault is found but the customer does not need this actioned (for example: a cracked windscreen and the customer wants to claim on his insurance company).
Clicking the Delete option flags the VHC record for deletion from the POS WIP.
Click into the Lost sales cell displays a list and enables the selection of an available lost sale reason code.
Clicking the Finish button maintains the recorded Vehicle Health Check information into a Wip.
Clicking the expands/collapses any
additional information associated with the Upsell.
The information summarised reflects the parts and labour associated with the VHC menu and totals the VHC menu by Parts and Labour.
In the case of standard VHC Menus containing Parts and Labour the information displayed is a break-down of the the values showing the Original price, Price (ex Vat), Price Inc Vat) at line and line type level.
In the case of fixed price VHC Menus containing Parts and Labour the information displayed is calculated when the menu is invoiced when labour lines are completed, so as such the break-down of the the values only shows the line quantities at line and line type level.