Loading a Campaign

Note: This help system contains standard information, some of which might not apply to your franchise. There might be a help file specific to your Autoline configuration. It could be either in the help system specific to your manufacturer, or displayed when you click the Help button on the relevant form or menu.

When you search for a vehicle in POS, the system advises you of any outstanding campaign work, allowing you to view the campaign details or load the campaign onto the WIP.

Note: If the manufacturer does not supply any labour or parts details against a campaign, you can add labour and parts to a campaign within the Manufacturer Systems option, Campaign maintenance if required.

To view or load a campaign:

1. From the POS WIP, click the ellipsis button [...] within the Customer field.

   The Customer Word Search dialog box is displayed.

2. Enter the Registration Number and click OK.

   The Customer Search form is displayed.

3. Select the vehicle and click OK.

   The Casefile is displayed.

4. Click the Continue button.

   The system checks (against the last four numbers of the chassis number) to see if there is an outstanding recall for the vehicle.

   • If there are no outstanding recalls, normal Point-of-Sale operation resumes.

   • If there are outstanding recalls, the system displays the Campaigns form.

5. To view a campaign, select the campaign and click the View button.

   Tip: To select a campaign, either position the cursor in the Load field and single-click the left mouse button or position the cursor anywhere on the campaign and double-click the left mouse button.

   The View Campaign Details form is displayed.

6. To load the selected campaign onto the WIP, click the Load button.

   Tip: If you do not want to load the campaign at this stage, click the Ignore button.

   The system loads the campaign onto the WIP.