Tips & ideas for using the mgmt software

Entering a Trailer Under Customer Account

Entering a Trailer Under Customer Account

Postby sbebenelli » Thu May 19, 2016 5:25 am

Got a customer who brought in 2 trailer tires for replacement. How do I get this into his account since it's not a vehicle.

I tried entering "trailer" but it appears a year is required to do a custom vehicle.
sbebenelli
500 Club: Champion Contributor
500 Club: Champion Contributor
 
Posts: 579
Joined: Tue Dec 12, 2006 10:24 am
Location: Iowa

Re: Entering a Trailer Under Customer Account

Postby Silky7 » Thu May 19, 2016 5:32 am

There's a couple of options.

1. You can dummy a year for the trailer.

2. You can counter sale the tires to the customer and leave the vehicle blank by hitting New on the vehicle screen.

If you did the mounting, I'd recommend option 1.
User avatar
Silky7
2nd Level Tech Support
2nd Level Tech Support
 
Posts: 685
Joined: Mon Dec 31, 2007 10:07 am

Re: Entering a Trailer Under Customer Account

Postby nickscarcare » Thu May 19, 2016 8:16 am

I do a lot of trailers or other vehicles, forklifts, atv's, generators, man lifts, etc. that are not in the Mitchell system, so we usually can find the year of a trailer, or as Silky said just enter a dummy year, it will ask if you are making a custom make etc, continue on typing in trailer, you can keep the plate number, GVW record of everything. Then the invoice will have that all included for identification later, or as we do for our fleets, so they know what service was done when to what machine.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.

507-345-6425
http://www.nickscarcare.com
User avatar
nickscarcare
500 Club: Champion Contributor
500 Club: Champion Contributor
 
Posts: 682
Joined: Thu Sep 30, 2010 5:45 pm

Return to Tips & Ideas

Who is online

Users browsing this forum: No registered users and 1 guest