This article reviews the different tabs available for units.
Unit Profile Views
There are two different views available for the unit profile. You can switch between the views by using the view option button toward the upper right of the screen.
The summary view shows a view of the unit information at the top, then the various profile tabs below. Switching to the expanded view allows you to add and edit the unit information.
|
Summary View |
Expanded View |
Unit Information
In the expanded view, you can add or edit the base and shared information about the unit.
Unit Profile Buttons
There are several buttons at the bottom of a unit profile when first accessed.
Locked Profile
By default, units are locked. You will need to unlock a profile for editing by clicking over the lock in the lower left, or clicking the Edit button in the lower right.
These buttons will change when the entity has been unlocked for editing.
Multi Unit Copy
Copying an existing unit can help shorten the time it takes to add a new unit, especially when there are a lot of accessories that need to be added to the unit. You can copy from a template, copy from any existing unit, or copy from a sold unit.
After selecting the Multi Unit Copy button, a window will open with the unit information at the top of the screen.
Click the Add button to start a new stock number, then enter the stock number for the new unit or click Auto Assign Stock Number. You can add the VIN(s) and the exterior and interior colors, if you have that information. Add another unit by selecting the Add button again. Once all the units have been set up in this list, click the Create Units button.
Delete Unit
You can choose this button if a unit was added in error or you wish to remove it from inventory, as long as there are no accounting transactions for the unit. If there are accounting transactions for the unit, you will be unable to delete it.
Add New
The add new button is used when entering multiple new units into inventory. Normally, you would choose the Add New Unit quick link menu option to enter the first unit, then use this button to add another new unit. Please refer to the Add New Unit article for the steps to enter a new unit.
Unit Alert
The Alert button opens a screen to allow you to enter a message that will open each time the unit record is opened from anywhere in the MotiltyAnywhere program.
Unit Profile Tabs
These tabs can be hidden by changing permissions for your users. You may also designate a specific default tab to open when accessing a deal record.
Financial Tab
The Financial Tab offers sections for all financial parts that affect the unit. The purchasing section information will fill in automatically if the unit was a trade from a deal or ordered using a Unit PO.
The pricing information section displays the MSRP, Selling Price, and PAC amount or percentage. The Addons / Repairs field reflects any parts or accessories added to the unit.
If this unit is floored, the flooring / cost info section allows you to view relevant flooring information. This information can come from the Floorplan tab or reflect transactions made on the unit, like Curtailments.
The GL accounts section is important when adding a new unit. There must be GL accounts in the Sale Acct, Inventory Acct, Cost Acct, Floorplan Acct (if applicable), and Additional Cost Acct fields.
The other info section offers space to enter Book Values, both high and low. The Deal # will show the deal that the unit was sold on.
If you want to hold documents for the unit that only the dealership will be able to see, you can upload them into the program by clicking the Upload Docs button in the Other Info section of the financial tab.
Note: If you want to upload documents or images for customers to be able to see, you may upload them on the Image tab.
The vehicle transactions section reflects parts added to the unit with ROs and other financial information for the unit.
To print a list of the vehicle transactions, select the Print Trans. button. View ROs by selecting the View Repair Order button. You can add transactions to this section by using the Add Transaction button.
The unit accounting transactions section reflects financial information that was added to the unit. For example, the unit's purchase date will show in this table as the Date of Purchase.
You can add transactions to this section by using the Create Transactions button to create the initial purchase/floorplan entry if the price has been changed. Use the View Entry button to open accounting transactions.
View ROs by selecting the View Repair Order button.
Consignment Tab
The consignment tab shows all the consignment information in one place.
The consignment amount is the amount to be paid to the consigner once the vehicle is sold, before any service work has been completed.
The Purchased From # is the consigner’s entity number. Consigner’s Name and Contact fill out automatically once the entity number has been added.
Checking the consignment checkbox allows this unit to be added to inventory without creating accounting purchase transactions. Make sure this box is checked on all consignment units.
Accessories Tab
The accessories tab is where any accessories on the unit are reflected.
You can add accessories to a unit from this tab by selecting the Add New button. This will allow you to search for and select one or more accessories. If your business will be installing these accessories, you can click the button for New Service Ticket to create an RO for your service team to perform the installation.
If you need to get the list of accessories in a Microsoft Excel spreadsheet, choose the Excel Export button.
Service Tab
The Service tab shows you the internal repair orders for this unit. This is helpful for inventory or sales managers to see what the true cost of the unit will be.
The document column shows the repair order number. If there are multiple jobs, they are all displayed here. The status column shows if the repair order is Open or Closed. Open repair orders are still being edited by the service manager, so the unit cost might change when they close. Closed repair orders have already been finalized, so they are unlikely to change.
You can double-click on the document to open it. This allows you to view more specific information on the repair order, such as part numbers or mechanic name.
Customer Tab
The customer tab displays all customer information that applies to this unit in one convenient place.
The Purchased From # is the entity the unit was purchased from. On a trade-in unit, the purchased from will be the customer who brought the unit in as a trade. On a consignment unit, the Purchased From is the consigner’s entity number. For a new unit, the purchased from is the manufacturer's entity number.
Once the unit is sold, Sold To and the other fields will be filled out automatically.
Internet Tab
The internet tab shows special information that could be transmitted to your website via an automatic feed.
Motility will usually send the Make and Model in the feed, but if your web provider is not compatible with your makes and models, you can set up Internet Make and Internet Model to be used for the feed.
The Display on Internet checkbox allows this unit to be included or excluded from the web feed. Internet Class is used by some web providers to group units for publishing. For example, Internet Class could be used to group Motorized and Towable. This may be easier for the web than figuring out what all the unit types mean.
The Internet Grid button lists all units with the Internet Information editable without needing to open each stock number. On the Internet Grid, the “Display on Internet” checkbox is in the “Send” column. In Single Update mode, you can change each unit individually. In Multi-Update mode, your changes will be applied to similar units.
Image Tab
The image tab allows images to be uploaded from a flash drive or digital camera to Motility. These images can then be uploaded to your website as part of the inventory feed.
| IMPORTANT: Images or documents you upload here will be visible to customers. If you want to hold documents for the unit that only the dealership will be able to see, you can upload them into the program by clicking the Upload Docs button in the Other Info section of the financial tab. |
For detailed steps to add pictures or upload images in this tab, please refer to the Add Unit Images article.
Motor Tab
The Motor Tab has everything needed to document a loose motor that has a stock number.
Usually the motor tab is used by boat or marine dealerships that also sell loose motors. In any case when a motor can be moved from one unit to another or bank keeps the inventory and floorplan balances separate, the motor should get its own stock number.
Rental Tab
The rental tab allows for rental-specific information to be entered.
Rental Classes are set up in the Rental Module and usually determine the pricing of the unit on a rental agreement. The Fuel Gallon Capacity is used for documenting fuel return charges on the agreement (only for Motorized units).
Prep Days keeps the unit from being available for the listed number of days prior to the start of a reservation, while Post Days keeps the unit from being available for the listed number of days after the return date of a reservation.
Days1 through Days6, Hourly, Weekly, and Monthly fields allow you to set specific overrides of the rental rates inherited from the rental class.
Tasks Tab
The tasks tab is used by management to assign tasks to an employee. Tasks can be created by management and assigned to an employee from Unit Inventory. For detailed information about creating and assigning tasks, please refer to the Tasks article.
Adding a task from within a unit profile adds the stock number to the task automatically.
Floorplan Tab
This tab allows for floorplan information to be entered.
Setting the Floorplan Status allows the inventory manager to run reports based on the status of the floorplan. The Floor Plan Co. is visible on the financial tab. This is the entity number of the floorplan bank and the Floor Acct. is the GL account where this unit appears in accounting.
Floor Plan Interest populates with the estimated interest or the actual interest if the Floorplan Interest Check Type is used when paying floorplan interest. The Floorplan Interest settings can be modified in the App Settings. This is where the interest rates used to estimate floorplan interest are located. (You will not see an estimate until Interest Free Until has a date entered.)
Marine Tab
This tab allows a Boat, Motor(s), and Trailer to be sold together as a package. The marine tab collects fields like the Ship’s Name, Hull Construction, and Propulsion with standard unit fields like Length and Weight.
Tow Vehicle Info
This section allows the tow vehicle information to be added. A Tow Vehicle is usually the truck towing the boat.
Trailer Information
Trailer Info holds details about the trailer under the boat. If your company sells the boat and trailer as one piece of inventory, you can skip the stock number. If the trailer is separate from the boat in accounting, you will need to add the trailer to inventory separately and enter the stock number here. This allows for a separate floorplan balance to be tracked for the trailer, and it allows for the trailer’s asset value to be tracked individually. Deal Desking allows the boat and trailer to be taxed separately without having a stock number.
The Motor 1 and 2 Information
This section has the motor information on the boat. Just like the trailer information, if your company sells the boat and motors as a single piece of inventory, individual stock numbers are not required for the motors. In this case you can enter the motor information without a stock number. However, if the motors have a separate floorplan value, you should add a stock number for each motor and enter the stock numbers here. This also allows for the motors to be swapped between units or sold separately.
Customizations Tab
Customizations are things you need to track that are not available on any other tab. For example, if you want to see which units include Patio Furniture, you can add that under customizations. However, Number of Slideouts is already available on the Travel Trailer tab, so no customization is needed.
This should not be confused with the Custom Tab which allows standard and custom fields to be arranged onto a custom tab.
History Tab
The history tab collects every change made to a unit.
It shows the user account used to make the change, old value and new value, all sorted by date and time.