Parts & Workshop Orders > Manual Addition of Vehicle Details to an Order (Passing Trade)

Manual Addition of Vehicle Details to an Order (Passing Trade)

Why:

When a workshop order is created, the vehicle details are taken from the Vehicle File or downloaded from central systems. If however the vehicle is not a Volvo or is an older model, it may not exist on file so the vehicle details must be added onto the order manually. These types of orders are known as Passing Trade.

 

Where:

Certain Workshop Orders are classed as Passing Trade.

 

How to Add Vehicle Details to a Passing Trade Order:

When you begin to create a workshop order, Fusion will inform you as to whether the vehicle’s details are held on file. If they are, then the system will retrieve all required information from the Vehicle File. If the vehicle is unknown it might be possible to download the details from Central Systems, providing that the vehicle is a Volvo and not a Pre ’93 model.

If the vehicle details aren’t available from Central Systems then you can create an order and add the details to the Vehicle File manually at the same time.

Vehicle details added to the Vehicle File in this way will be held on file so, if the vehicle comes into the workshop again it will be recognised by the system.

From the workshop order view, select File > New > Order. This will display a Create Order window where you need to input the registration number and mileage of the vehicle and then click OK. If the vehicle details are already in the Vehicle File then the order details screen will be displayed; if the vehicle is not known, a Create Vehicle window will be displayed. Un-check the ‘VDA Data’ field and update the required details, then click OK to create the order and add the details to the Vehicle File.

Select Vehicle > Vehicle Parts from the Menu bar to display parts on order for the selected vehicle.

 

What else would you like to do?

Adding a Vehicle to the Vehicle File.

Creating a Workshop Order.

 

Related Topics:

Read About the Vehicle Master File.