To create a Vehicle record, access CRM module and click the Vehicle icon. The ellipsis button should be selected to search the database to see if a vehicle record has been created for a specific vehicle.
If the search results yield not data then select Create > Vehicle
The following fields should always be populated when creating a vehicle:
Vehicle tab
- Registration number
- New / Used
- Franchise, Model, and Variant
- Colour
- Trim
- Model year
- Commercial (if applicable)
Secondary details tab
- VIN number
- Engine number
- Selling dealer (if known)
Current tab
- Previous registration dates
- Previous Country (if known)
Warranties tab
- End Date
- Maximum kilometers
- Status
- Any other applicable warranties (Body/Extended warranty/Maintenance contract)
Vehicle history tab
- WOF due date
- Last service date
- Service interval (in kilometres and months)
Vehicle tab
- An owner may be linked by searching a Customer in the Sales contact, Aftersales contact and Driver or linking this to their partner in Joint owner
Alternatively you can use the NZTA lookup to search and create the vehicle record, but this is based off user access / setup and there are charges that may apply.
Once the details have been entered click on Save
