Linking a Customer to a Vehicle - Installer

Linking a Customer to a Vehicle - Installer

 

 

 

Overview

 

For the Installer format, each customer is required to be linked to a vehicle. Once a vehicle is selected, it will be automatically linked to that customer. When a customer is retrieved, the selected vehicle will appear on the customer’s Vehicle List as well as any other vehicles that have been brought in by that customer.

 

Steps: Linking a Customer to a Vehicle - Installer

 

 

1. Once you have completed Adding a New Customer, the software will automatically bring you to the Retrieve Vehicle by Customer screen.

  1. Click on the Add New Vehicle button to link a new vehicle to this customer.

  2. The system will prompt you to complete the following information for you vehicle:

    1. Vehicle Year

    2. Vehicle Make

    3. Vehicle Mode