ITrack/Enterprise/Vehicle Management Screen - Revision history

Rmccown at 16:08, 13 May 2019

2019-05-13T16:08:03Z

← Older revision		Revision as of 11:08, 13 May 2019
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	==Info Tab==		==Additional Info Tab==
	The next tab is the ''Info'' tab. This tab will allow you enter more information on the vehicle such as seller information, miscellaneous information, and title information.		The next tab is the ''Additional Info'' tab. This tab will allow you enter more information on the vehicle such as seller information, miscellaneous information, and title information.

	[[Image:3.4 Vehicle Info.png\|thumb\|center\|700px]]		[[Image:3.4 Vehicle Info.png\|thumb\|center\|700px]]

Rmccown at 16:05, 13 May 2019

2019-05-13T16:05:19Z

← Older revision		Revision as of 11:05, 13 May 2019
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	==Attachments Tab==		==Attachments Tab==
	The ''Attachments'' tab allows you to enter images and attachments that will be associated with the vehicle. You may enter an unlimited number of images and attachments for each vehicle. Click the '''Add''' button ~~next to~~ ''~~Images or~~ Attachments'' to access particular file. Then select the file you want to add.		The ''Attachments'' tab allows you to enter images and attachments that will be associated with the vehicle. You may enter an unlimited number of images and attachments for each vehicle. Click the '''Add''' button below the ''Attachments'' window to access a particular file. Then select the file you want to add.

	[[Image:3.3 Vehicle Advanced.png\|thumb\|center\|700px]]		[[Image:3.3 Vehicle Advanced.png\|thumb\|center\|700px]]

Dillon Sadofsky: /* Bids and Teardowns Tab */

2011-06-01T17:33:25Z

Bids and Teardowns Tab

← Older revision		Revision as of 12:33, 1 June 2011
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	[[Image:Bids and Teardowns Tab.png\|thumb\|center\|700px]]		[[Image:Bids and Teardowns Tab.png\|thumb\|center\|700px]]

	Bids are named documents that represent a company's desire to purchase a vehicle. Starting a bid in ITrack is easy and allows the user to use ITrack's advanced [[ITrack/Enterrpise/Appraisals\|appraisal features]] to help the user decide how much the vehicle is worth. In addition, keeping bids in ITrack allows the user to see the bid history on the vehicle (if the purchasing process goes on for awhile, this can help the vehicle purchaser remember the history) as well as quickly turn the bid worksheet into a vehicle teardown as soon as the vehicle has been purchased (see [[#~~Starting_a_vehicle_with_a_bid~~\|starting a vehicle with a bid]] for the steps).		Bids are named documents that represent a company's desire to purchase a vehicle. Starting a bid in ITrack is easy and allows the user to use ITrack's advanced [[ITrack/Enterrpise/Appraisals\|appraisal features]] to help the user decide how much the vehicle is worth. In addition, keeping bids in ITrack allows the user to see the bid history on the vehicle (if the purchasing process goes on for awhile, this can help the vehicle purchaser remember the history) as well as quickly turn the bid worksheet into a vehicle teardown as soon as the vehicle has been purchased (see [[#Starting_a_Vehicle_with_a_Bid\|starting a vehicle with a bid]] for the steps).

	{{Tip\|Its best to mark vehicles that are being bid on as status "B". This helps separate them from vehicles that are in stock and keeps them off of most searches.}}		{{Tip\|Its best to mark vehicles that are being bid on as status "B". This helps separate them from vehicles that are in stock and keeps them off of most searches.}}

Dillon Sadofsky: Added information about the whole units and bidding tabs. Also, I rearranged information to make more sense.

2011-06-01T17:19:48Z

Added information about the whole units and bidding tabs. Also, I rearranged information to make more sense.

Show changes

Codeman: Filling in all the missing links in the Vehicle Managment Page

2009-08-17T15:17:53Z

Filling in all the missing links in the Vehicle Managment Page

← Older revision		Revision as of 10:17, 17 August 2009
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	{{Tip\|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}		{{Tip\|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}


	==Basic Tab==		==Basic Tab==
	As you can see, the screen opens on the Basic tab. To create a vehicle, enter the VIN number for the vehicle. ITrack will automatically fill out several of the fields for you based on VIN information.		As you can see, the screen opens on the Basic tab. To create a vehicle, enter the VIN number for the vehicle. ITrack will automatically fill out several of the fields for you based on VIN information.


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	{{Tip\|At the top of the screen is a field called ''Tracking #''. You may assign your own tracking numbers to vehicles if you wish. For example, you may want the tracking number to contain information on the vehicle such as type. Please note that tracking numbers can include alphabetical characters. If you don't want to enter a custom tracking number, ITrack will automatically assign a sequential number for you.}}		{{Tip\|At the top of the screen is a field called ''Tracking #''. You may assign your own tracking numbers to vehicles if you wish. For example, you may want the tracking number to contain information on the vehicle such as type. Please note that tracking numbers can include alphabetical characters. If you don't want to enter a custom tracking number, ITrack will automatically assign a sequential number for you.}}


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	{{Tip\|If you don't want to enter information in any tabs other than ''Basic'', just click '''Save & New''' or '''Save & Close''', both located in the upper right. Or, if you want to enter parts from the vehicle, click the '''Parts From Teardown''' button in the lower right corner.}}		{{Tip\|If you don't want to enter information in any tabs other than ''Basic'', just click '''Save & New''' or '''Save & Close''', both located in the upper right. Or, if you want to enter parts from the vehicle, click the '''Parts From Teardown''' button in the lower right corner.}}


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	First, click on the '''New Costs''' button located on the right side of the screen. This will bring up the [[Purchase Orders screen]]. From the ''Purchase Order screen'' costs can be added to a vehicle. (See the ''Purchase Order screen'' section to find more information on filling out a [[Purchase Order]]).		First, click on the '''New Costs''' button located on the right side of the screen. This will bring up the [[ITrack/Enterprise/Purchase_Orders_Screen\|Purchase Orders screen]]. From the ''Purchase Order screen'' costs can be added to a vehicle. (See the ''Purchase Order screen'' section to find more information on filling out a ''Purchase Order'').

	You can '''Edit''' or '''Delete''', the existing costs by double clicking on the cost and editing it in the ''Purchase Order screen''.		You can '''Edit''' or '''Delete''', the existing costs by double clicking on the cost and editing it in the ''Purchase Order screen''.
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	==Performance Tab==		==Performance Tab==
	The ''Performance'' tab will start out blank when you enter in a new vehicle. Information about parts will show up once you enter parts for the vehicle. The first section shows available parts you still have in stock for the vehicle. The next section shows which parts you have sold from the vehicle.		The ''Performance'' tab will start out blank when you enter in a new vehicle. Information about parts will show up once you enter parts for the vehicle. The first section shows available parts you still have in stock for the vehicle. The next section shows which parts you have sold from the vehicle.

	On the right side of the screen is the ''Totals'' section. It shows valuable information including how many parts you have sold from this vehicle and the total dollar amount you have sold from the vehicle.		On the right side of the screen is the ''Totals'' section. It shows valuable information including how many parts you have sold from this vehicle and the total dollar amount you have sold from the vehicle.


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	==Q And A Tab==		==Q And A Tab==
	The final tab on the ''Vehicle Management Screen'' is the ''Q And A tab''. This tab allows you to answer questions you want asked about your vehicles. To set questions for vehicles, go to ''Edit → Parts List'' and then click on the ''Teardown Sheets tab''. Please reference your administration section of the manual for further information regarding setting up questions for vehicles.		The final tab on the ''Vehicle Management Screen'' is the ''Q And A tab''. This tab allows you to answer questions you want asked about your vehicles. To set questions for vehicles, go to ''Edit → Parts List'' and then click on the ''Teardown Sheets tab''. Please reference your administration section of the manual for further information regarding setting up questions for vehicles.

	Once you have saved questions, they will show up in the ''Q And A tab'' and you can answer them. You many want to ask questions regarding the cleanliness of the vehicle, how it runs, or the oil pressure. You can also set specific questions to certain makes and models of vehicles.		Once you have saved questions, they will show up in the ''Q And A tab'' and you can answer them. You many want to ask questions regarding the cleanliness of the vehicle, how it runs, or the oil pressure. You can also set specific questions to certain makes and models of vehicles.


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	There are times when you may want to view a vehicle you have entered in the past or make edits to information you have entered about a vehicle. This section will help you find a vehicle you have entered.		There are times when you may want to view a vehicle you have entered in the past or make edits to information you have entered about a vehicle. This section will help you find a vehicle you have entered.

	There are three ways to get to a vehicle you have already entered. The first is to click on ''Search'' from the [[Main Menu]]. Conduct a search for the vehicle you are looking for. Double click on the vehicle you want and it will open in the ''Vehicle Management Screen''.		There are three ways to get to a vehicle you have already entered. The first is to click on ''Search'' from the [[ITrack/Enterprise/Home_Screen\|Main Menu]]. Conduct a search for the vehicle you are looking for. Double click on the vehicle you want and it will open in the ''Vehicle Management Screen''.


	{{Tip\|See [[Searching for a Vehicle]] for more information about how to search.}}		{{Tip\|See [[ITrack/Enterprise/Search_Screen#Searching for a Vehicle\|Searching for a Vehicle]] for more information about how to search.}}


	A second way to get to a vehicle is from the [[Vehicle screen]]. Enter the tracking number for the vehicle in the ''Lookup field'' and then click the '''search''' button (a car with a magnifying glass) to find the vehicle.		A second way to get to a vehicle is from the ''Vehicle screen''. Enter the tracking number for the vehicle in the ''Lookup field'' and then click the '''search''' button (a car with a magnifying glass) to find the vehicle.


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	==Entering New Parts==		==Entering New Parts==
	If you are adding parts from a teardown, please read on. If you are not adding parts from a teardown, skip to the section on the [[Parts Screen]].		If you are adding parts from a teardown, please read on. If you are not adding parts from a teardown, skip to the section on the [[ITrack/Enterprise/Part_Management_Screen\|Parts Screen]].

	===Parts From Teardown===		===Parts From Teardown===
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	Now, you can go through the list and click the box next to the parts you want to enter. In the ''L/R'' column, you can select if you have the left, right or both sides of a certain part, for example, front doors.		Now, you can go through the list and click the box next to the parts you want to enter. In the ''L/R'' column, you can select if you have the left, right or both sides of a certain part, for example, front doors.

	Use the scroll bar at the bottom to show more fields. Some of the other fields include pricing options such as retail, wholesale, and core pricing. You may wish to fill out a variety of fields so you will have information saved about the parts such as descriptions and pricing.		Use the scroll bar at the bottom to show more fields. Some of the other fields include pricing options such as retail, wholesale, and core pricing. You may wish to fill out a variety of fields so you will have information saved about the parts such as descriptions and pricing.


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	When you are finished selecting the parts from teardown for the vehicle, click the '''OK''' button. to save the parts into your inventory. Now, when you go back to the vehicle and look at the ''Performance tab'', you will see the parts you entered for the vehicle. When you first enter the parts, they will show as available. Once you sell parts, they will show in the ''Sold'' section right below the ''Available'' section.		When you are finished selecting the parts from teardown for the vehicle, click the '''OK''' button. to save the parts into your inventory. Now, when you go back to the vehicle and look at the ''Performance tab'', you will see the parts you entered for the vehicle. When you first enter the parts, they will show as available. Once you sell parts, they will show in the ''Sold'' section right below the ''Available'' section.

Codeman: Vehicle Management Screen for Enterprise User Guide is now complete

2009-07-22T18:36:48Z

Vehicle Management Screen for Enterprise User Guide is now complete

New page

==Vehicle Management Screen==

==Entering New Vehicles==
Clicking on ''Vehicles'' in the ''Main Menu'' will bring up the ''Vehicle Management Screen''. From this screen you will be able to enter all kinds of information about vehicles. The screen should look like this:

[[Image:3.1 Vehicle wiki.png|thumb|center|700px]]

{{Tip|ITrack includes numerous fields to track many aspects of your inventory and your business. Not all fields are required. Fill out the information you deem necessary and save at any time. If you are missing required information, ITrack will notify you with a pop up box.}}

==Basic Tab==
As you can see, the screen opens on the Basic tab. To create a vehicle, enter the VIN number for the vehicle. ITrack will automatically fill out several of the fields for you based on VIN information.

[[Image:3.2 Vehicle.png|thumb|center|700px]]

{{Tip|At the top of the screen is a field called ''Tracking #''. You may assign your own tracking numbers to vehicles if you wish. For example, you may want the tracking number to contain information on the vehicle such as type. Please note that tracking numbers can include alphabetical characters. If you don't want to enter a custom tracking number, ITrack will automatically assign a sequential number for you.}}

==Advanced Tab==
After you have finished entering all of the information under the ''Basic'' tab, click on the ''Advanced'' tab to enter more information about the vehicle.

The ''Advanced'' tab allows you to enter images and attachments that will be associated with the vehicle. You may enter an unlimited number of images and attachments for each vehicle. Click the '''Add''' button next to ''Images or Attachments'' to access particular file. Then select the file you want to add. Click the '''Open''' button to attach the file.

[[Image:3.3 Vehicle Advanced.png|thumb|center|700px]]

{{Tip|You can select an image or attachment to preview images by double clicking on the file name, or by using the ''Open'' and ''View'' buttons.}}

If you have entered images and/or attachments, you will be able to see a preview of the file. Now you can either add more files or delete files. If you have entered multiple files, click on the file you want to view and then click the '''View''' button to see a preview. Once the vehicle has been saved, you can click the '''Email''' button to send a picture of the vehicle to potential customers.

[[Image:3.3.2 Vehicle Advanced.png|thumb|center|700px]]

==Info Tab==
The next tab is the ''Info'' tab. This tab will allow you enter more information on the vehicle such as seller information, miscellaneous information, and title information.

[[Image:3.4 Vehicle Info.png|thumb|center|700px]]

{{Tip|If you don't want to enter information in any tabs other than ''Basic'', just click '''Save & New''' or '''Save & Close''', both located in the upper right. Or, if you want to enter parts from the vehicle, click the '''Parts From Teardown''' button in the lower right corner.}}

The completed ''Info'' tab will have information about who you bought the vehicle from, title status on the vehicle, and other information about where you got the vehicle.

==Costs Tab==
Next is the ''Costs'' tab. From here, you can enter and track all of the costs associated with a vehicle.

[[Image:3.6 Vehicle Costs.png|thumb|center|700px]]

First, click on the '''New Costs''' button located on the right side of the screen. This will bring up the [[Purchase Orders screen]]. From the ''Purchase Order screen'' costs can be added to a vehicle. (See the ''Purchase Order screen'' section to find more information on filling out a [[Purchase Order]]).

You can '''Edit''' or '''Delete''', the existing costs by double clicking on the cost and editing it in the ''Purchase Order screen''.

[[Image:3.6.2 Vehicle Costs.png|thumb|center|550px]]

==Performance Tab==
The ''Performance'' tab will start out blank when you enter in a new vehicle. Information about parts will show up once you enter parts for the vehicle. The first section shows available parts you still have in stock for the vehicle. The next section shows which parts you have sold from the vehicle.

On the right side of the screen is the ''Totals'' section. It shows valuable information including how many parts you have sold from this vehicle and the total dollar amount you have sold from the vehicle.

[[Image:3.7 Vehicle Performance.png|thumb|center|700px]]

==Q And A Tab==
The final tab on the ''Vehicle Management Screen'' is the ''Q And A tab''. This tab allows you to answer questions you want asked about your vehicles. To set questions for vehicles, go to ''Edit → Parts List'' and then click on the ''Teardown Sheets tab''. Please reference your administration section of the manual for further information regarding setting up questions for vehicles.

Once you have saved questions, they will show up in the ''Q And A tab'' and you can answer them. You many want to ask questions regarding the cleanliness of the vehicle, how it runs, or the oil pressure. You can also set specific questions to certain makes and models of vehicles.

[[Image:3.8 Vehicle Q and A.png|thumb|center|700px]]

Now that we have finished entering information about the vehicle, we need to enter parts. If you want to enter parts for this vehicle now, click the '''Parts From Teardown''' button located in the bottom right of the screen. If you want to save the vehicle and enter parts for it later, click either the '''Save & New''' button (if you want to enter more vehicles) or the '''Save & Close''' button (if you are finished entering vehicles).

==Viewing and Editing Vehicles==
There are times when you may want to view a vehicle you have entered in the past or make edits to information you have entered about a vehicle. This section will help you find a vehicle you have entered.

There are three ways to get to a vehicle you have already entered. The first is to click on ''Search'' from the [[Main Menu]]. Conduct a search for the vehicle you are looking for. Double click on the vehicle you want and it will open in the ''Vehicle Management Screen''.

{{Tip|See [[Searching for a Vehicle]] for more information about how to search.}}

A second way to get to a vehicle is from the [[Vehicle screen]]. Enter the tracking number for the vehicle in the ''Lookup field'' and then click the '''search''' button (a car with a magnifying glass) to find the vehicle.

[[Image:3.9 Vehicle Search.png|thumb|center|550px]]

A third way to view an entered vehicle is click on the arrows on either side of the '''lookup''' button to look through your saved vehicles numerically.

[[Image:3.9.2 Vehicle Search.png|thumb|center|550px]]

Once you have found the vehicle, you can see it in any of the tabs: ''Basic'', ''Advanced'', ''Info'', ''Costs'', ''Performance'', and ''Q And A''.

[[Image:3.1.2 Vehicle.png|thumb|center|700px]]

When you are finished editing the vehicle, be sure to click the ''Save & New'' button or the ''Save & Close'' button so your changes are saved.

==Entering New Parts==
If you are adding parts from a teardown, please read on. If you are not adding parts from a teardown, skip to the section on the [[Parts Screen]].

===Parts From Teardown===
Click '''OK''' and the ''Parts From Teardown'' screen will appear.
Now, you can go through the list and click the box next to the parts you want to enter. In the ''L/R'' column, you can select if you have the left, right or both sides of a certain part, for example, front doors.

Use the scroll bar at the bottom to show more fields. Some of the other fields include pricing options such as retail, wholesale, and core pricing. You may wish to fill out a variety of fields so you will have information saved about the parts such as descriptions and pricing.

[[Image:4.7 Teardown.png|thumb|center|700px]]

When you are finished selecting the parts from teardown for the vehicle, click the '''OK''' button. to save the parts into your inventory. Now, when you go back to the vehicle and look at the ''Performance tab'', you will see the parts you entered for the vehicle. When you first enter the parts, they will show as available. Once you sell parts, they will show in the ''Sold'' section right below the ''Available'' section.

[[Image:4.7.3 Teardown.png|thumb|center|700px]]

You can also view the parts added by clicking on the '''Show Parts''' button.

[[Image:4.7.2 Teardown.png|thumb|center|450px]]

[[Category:ITrack/Enterprise]]

← Older revision		Revision as of 12:33, 1 June 2011
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	[[Image:Bids and Teardowns Tab.png\|thumb\|center\|700px]]		[[Image:Bids and Teardowns Tab.png\|thumb\|center\|700px]]

	Bids are named documents that represent a company's desire to purchase a vehicle. Starting a bid in ITrack is easy and allows the user to use ITrack's advanced [[ITrack/Enterrpise/Appraisals\|appraisal features]] to help the user decide how much the vehicle is worth. In addition, keeping bids in ITrack allows the user to see the bid history on the vehicle (if the purchasing process goes on for awhile, this can help the vehicle purchaser remember the history) as well as quickly turn the bid worksheet into a vehicle teardown as soon as the vehicle has been purchased (see [[#~~Starting_a_vehicle_with_a_bid~~\|starting a vehicle with a bid]] for the steps).		Bids are named documents that represent a company's desire to purchase a vehicle. Starting a bid in ITrack is easy and allows the user to use ITrack's advanced [[ITrack/Enterrpise/Appraisals\|appraisal features]] to help the user decide how much the vehicle is worth. In addition, keeping bids in ITrack allows the user to see the bid history on the vehicle (if the purchasing process goes on for awhile, this can help the vehicle purchaser remember the history) as well as quickly turn the bid worksheet into a vehicle teardown as soon as the vehicle has been purchased (see [[#Starting_a_Vehicle_with_a_Bid\|starting a vehicle with a bid]] for the steps).

	{{Tip\|Its best to mark vehicles that are being bid on as status "B". This helps separate them from vehicles that are in stock and keeps them off of most searches.}}		{{Tip\|Its best to mark vehicles that are being bid on as status "B". This helps separate them from vehicles that are in stock and keeps them off of most searches.}}