See also: New service campaigns module
The Vehicles Waiting for Service tab defines the vehicles selected, eligible and as yet not completed for the campaign.
All vehicles from the CRM database are displayed in the grid. If the campaign is a Dealer campaign, there is no difference between Manufacturer and Dealer vehicles.
What do you want to do?
This tab is displayed when you click Manufacturer systems (Module) and MB. Mercedes-Benz (Company) > Menu - Service > Menu - Service campaigns > New service campaigns module > Vehicles Waiting For Service tab
Menu Bar and Action:
Menu bar | Action |
---|---|
File > New | Create a new Campaign. |
File > Open | Opens an existing campaign. |
File > Import | Imports a campaign from manufacturer interface. |
File > Delete | Deletes a campaign. The campaign is NOT recoverable. |
File > Exit | Returns you to the Menu - Service campaigns. |
Maintain > Edit | Maintains the selected campaign. |
Maintain > Save | Saves all data of the campaign. Only available if the Campaign is in edit-mode. |
Maintain > Cancel | Cancels the maintenance of a campaign. Only available if the Campaign is in edit-mode. |
Vehicle > Add | Opens the CRM module to select a vehicle. |
Vehicle > Move | Moves a selected vehicle to the Vehicles not serviced Tab. The move selected vehicles form opens to give a reason why the vehicle is not serviced. |
Vehicle > Remove | Deletes selected vehicles from the campaign. |
Options > Print | Prints details of the campaign. |
Options > Letters | Creates or maintains letters for the campaign. |
Options > History | Displays the letter history of the campaign. |
Options > Send to DAG | Exports details of the campaign to DAG. |
Options > Settings | Opens the Settings form. Here you can set parameters and maintain tables. |
Help > Help | Displays this help topic in a web browser. |
Help > About | Displays version and copyright information. |
Fields:
Unique ID: System generated unique campaign identifier.
Created: Date the campaign was created.
Description: Description of the campaign.
Search for chassis: The search of chassis refreshes the display grid accordingly. You can use the ? and * wildcards in the chassis number.
Vehicle selection: The selection of vehicles refreshes the display grid according to the selection. Available when using a manufacturer campaign.
1 All vehicles
2 Manufacturer vehicles
3 Dealer vehicles
Colours
Description
Green Manufacturer colour key. Available when using a manufacturer campaign.
Red Dealer colour key. Available when using a manufacturer campaign.
Note: The vehicle colour key indicates the order association.
No direct mail - letter will not be printed: No letter is printed for any vehicle marked in yellow. Available when using a dealer campaign.
Grid:
Registration: Registration number of the vehicle.
Chassis: 17 character vehicle identification number (VIN) of the vehicle.
Contact: CRM target owner associated with the vehicle.
Company car: Indicates if the vehicle is a company vehicle.
Last printed: Date the last letter for the vehicle was printed.
Last letter: Defines the last letter printed.
Select: Indicates that the vehicle is selected for action (Movement, Removal, letter production).
Tip: To open additional details for the vehicle, click on the + symbol in front of the registration number.
Grid Shortcut Menu (Manufacturer Campaign):
Shortcut menu display switch between:
Dealer vehicle: To change a manufacturer vehicle to a dealer vehicle, right-click on the registration number of a manufacturer vehicle and select the Dealer vehicle option.
Manufacturer vehicle: To change a dealer vehicle to a manufacturer vehicle, right-click on the registration number of a dealer vehicle and select the Manufacturer vehicle option.
Display contact: Displays the vehicle contacts.
Grid Shortcut Menu (Dealer Campaign):
Vehicle serviced: Changes the status of this vehicle to serviced.
Selected vehicles serviced: Changes the status of all vehicles that have a tick in the Select column to serviced.
Note: The default selected vehicles list is based upon the Select all option.
To refine the display of available vehicles:
Access the required campaign.
Click the Vehicles Waiting For Service tab.
Clicking the Vehicle selection lists the available selection criteria.
1 All vehicles
2 Manufacturer vehicles
3 Dealer vehicles
Clicking the required selection refreshes the Selected vehicles list with the relevant vehicles.
Note: Vehicles must be selected prior to movement, removal or letter production.
To select vehicles for movement, removal or letter production:
Access the required campaign.
Click the Vehicles Waiting For Service tab.
Click the Select data entry field of the required vehicle listed within the grid.