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DealerTeam

Add Equipment to a Vehicle

Goal

Add equipment to Service Vehicles or Vehicle Inventories. Create additional equipment as a template called the Equipment Master.

After reading this article you will be able to:

  • Navigate to equipment master
  • Create a new equipment master
  • Navigate to vehicle inventory record
  • Add equipment to vehicle

 

Step One: Navigate to Equipment Master

  1. Click the App Launcher icon.

1 Add Equipment to a Vehicle-App launcher.png

 

  1. Enter Equipment Master in the quick search area.
  2. Click Equipment Master.

2 Add Equipment to a Vehicle-equipment master navi.png

 

Step Two: Create a New Equipment Master

  1. Click New.

3 Add Equipment to a Vehicle-new btn.png

 

  1. Fill out the information of the new equipment master fields.
  2. Click Save.

4 Add Equipment to a Vehicle-equipment details.png

 

Step Three Navigate to Vehicle Inventory Record

  1. From the App Launcher enter Vehicle Inventory in the quick search area.
  2. Click Vehicle Inventory.

5 Add Equipment to a Vehicle- vehicle inventory navi.png

 

  1. Select desired vehicle.

6 Add Equipment to a Vehicle- vehicle inventory record.png

 

Step Four: Add Equipment to a Vehicle

  1. Click the Equipment Tab.
  2. Click Add New Equipment.

7 Add Equipment to a Vehicle-add equipment btn.png

 

  1. Enter <Equipment Master>.
  2. Click the Equipment Master.

8 Add Equipment to a Vehicle-add equipment master.png

 

Note: After selecting Equipment Master the fields will auto-populate.

 

  1. Click Save.

9 Add Equipment to a Vehicle-save btn.png

 

Added Equipment

The added equipment will appear as a list in the equipment tab.

10 Add Equipment to a Vehicle- Added Equiment.png