Documents such as scanned Purchase Orders, manufacturer literature, or scans of official accounting or financial documents may be stored in Unit Inventory.
Non-Financial Documents
- Open the Unit Inventory module.
- Locate and open the unit record.
- Choose the Show More button in the upper right of the screen. This will open the unit details, which contains a Shared Unit Information section for universal information like Interior Color.
- Click the View Docs button in the lower right of the section to upload non-financial documents such as manufacturer’s literature or build sheets. This opens the Vehicle Files window.
- In the upper left of the window, click the Upload button. This will open the Upload Files window.
- Click the Select Files button to open a navigation window and browse your computer for the documents.
- Select the files from your computer you wish to attach to the unit. You can hold the Ctrl key when clicking over individual documents to select multiple files.
- Click the Open button. This will begin uploading the documents. The progress bar shows the file(s) progress.
- Once all files have uploaded, click Done. This will return you to the vehicle files window.
- Click the Close button. The documents are now stored in a folder named with the stock number and any other employee with access can see them.
Financial Documents
Financial or accounting documents can be attached to a unit and restricted from general view.
- On the unit record, choose the Financial Tab.
- Scroll down and click on the Upload Docs button. This opens the Unit Docs window.
- In the upper left of the window, click the Upload button. This will open the Upload Files window.
- Click the Select Files button to open a navigation window and browse your computer for the documents.
- Select the files from your computer you wish to attach to the unit. You can hold the Ctrl key when clicking over individual documents to select multiple files.
- Click the Open button. This will begin uploading the documents. The progress bar shows the file(s) progress.
- Once all files have uploaded, click Done. This will return you to the document view window.
- Click the Close button. The files are now stored in a special path on the server which can only be seen by users who have permission to access to the financial tab.