The process of selecting options for a vehicle is included in the sequence of forms when creating a quotation for both new and used vehicles, or by selecting Wizard from the Options sub-menu of the Edit menu in the Enquiry Builder form.
The Salesperson can be forced to select options for a vehicle via the wizard when creating a quotation for the first time (if Installed).
Where multiple options are possible ticks are displayed to mark selections. If the selection of a particular option necessitates or excludes other options, for example because it is included in a pack, the appropriate actions are taken automatically by the system. To view these relationships before selecting an option, right-click to display the Option Dependencies form.
Which forms are displayed, and the order in which they are displayed, is determined by the vehicle (in stock or not in stock, new or used) and settings in the Franchise Data module. All possible options forms are listed below:
The following features are common to all options forms:
Along with the Description, each option is listed with a price, including or excluding VAT depending on the Including VAT option on the Edit menu.
Click the column headings to hide/reveal the Option code as well as the description.
The Search for options field, displayed above the list of options, allows options to be found quickly. Type a partial description and press the Return key to highlight the first matching option in the list. Press return again to find the next match and so on. When you have found the desired option, select it. The search is not case-sensitive.
An information icon is displayed next to each option for which there exists additional notes, pictures or web pages. Right-click to display these extras in a new form.
The profit status bar is available at the bottom of each form.
The following is available on every form in the sequence. Some forms have extra options which are described on the relevant help page.
Menu Icon Description Edit > Customer details If no customer is currently selected this starts the process of selecting the customer. If a customer has been selected the Customer Details form is displayed instead. Edit > Clear customer details De-selects the currently loaded customer so that a different customer can be selected. Available only if a customer has been selected. Edit > Finance company Displays the Select Payment Method form for comparing and selecting finance schemes. Displayed only if finance schemes are available for the currently selected vehicle, and the current user is authorised to offer them. Edit > Backoffice mode Enables or turns off Backoffice mode Edit > Including VAT Enables or turns off the inclusion of Value Added Tax in prices for vehicles and options. On forms which list such prices, the window title bar displays the current setting, either Including VAT or Excluding VAT. View > Previous Displays the previous form in the sequence. View > Next Displays the next form in the sequence. View > Prices Contains a sub-menu with options for changing price figures displayed for options. As well as the cash price it is possible to display estimates for weekly/monthly payments. The range of options available to each user is set in Salesperson Settings. Tools > Lock workstation Locks the current session. This can be used to prevent unauthorised access while a terminal is left unattended. The password required to unlock can be set in the User details form in the System Utilities module. Alternatively, press Ctrl+Alt+Z to lock. Help > Help Displays the help page for the current form.
