This form is displayed when you select the Commercial vehicle parameters option from the COMMERCIAL VEHICLE DEALERS MENU. It enables you to set up the mapping that triggers additional functionality when a truck WIP is loaded into Point-of-Sale.
TABS:
Simplified CRM interface in POS: If this check box is selected, the simplified CRM relationships interface is used in Point-of-Sale.
CRM delete status priority in POS: Minimum user login priority required to delete CRM records from Point-of-Sale (1 to 9)
This tab controls whether expanded vehicle notes (in the case file) are automatically displayed when a WIP is loaded in Point-of-Sale. Expanded vehicle notes are displayed in the following circumstances:
The WIP record is for a truck
The Auto expand vehicle notes in POS casefile check box is selected
The Franchise of the loaded WIP is included in the grid
CHECK BOX:
Auto expand vehicle notes in POS casefile: If this check box is selected, the expanded vehicle notes functionality is turned on.
GRID:
The entries here dictate the manufacturer or franchise to which the expanded vehicle notes functionality applies.
Franchise: Code in the WIP record identifying the manufacturer or franchise that triggers the expanded vehicle notes functionality
Untitled column: Name of the manufacturer or franchise
MS company: Code in the Manufacturer systems module of Autoline identifying the manufacturer or franchise that triggers the expanded vehicle notes functionality