When selecting a customer for a parts or service invoice, you may need to add a unit to the entity profile so that it can be selected on the parts invoice or in the repair order (RO). Units sold by the dealership will automatically show for the customer. This article details the steps to add a unit to a customer entity profile when accessed from an invoice.
- Open the Parts & Service module.
- Select the relevant Invoicing list from the Views menu on the left side of the screen.
- Locate and open the invoice. By default, the record will be locked when you first open it.
- In the Customer Info section select the Modify button. This will open the entity record.
- The Vehicles tab is typically loaded when the entity profile is accessed from a parts or service invoice. If this is not the tab shown on the entity profile, select the Vehicles tab.
- Select the Add Vehicle button to the left.
- Enter as much information as possible for the vehicle. This may include the year, make, model, VIN, and existing warranty information.
| IMPORTANT: Vehicles not sold by your dealership should not have stock numbers. You may enter a unit number as a reference, but the stock number field should remain blank. |
- Click the Save button in the lower right.
- Close out of the entity profile. This will return you to the invoice.