Customer Equipment

To open the Customer Equipment screen, tap the Sub Menu icon on the Customer Detail screen and select View Customer Equipment from the drop down list.

The Customer Equipment screen displays any equipment units associated with the selected customer profile. Equipment profiles are listed in alphabetical order. You can perform the following:

Action Steps
To view details on a specific unit

Tap any equipment profile listed on the screen.
The Equipment Detail screen will appear.
To scroll through the results

Swipe up or down.
To return to the Customer Detail screen

Tap the Back button.

The fields for each unit listed on the Customer Equipment screen are:

Field Description
Stock Number The unique identification number for the unit inIntelliDealer, as assigned by the dealership.
Description A brief description of the unit.
Make / Model The manufacturer of the unit and the model number of the unit.
Serial Number The unit's serial number, as assigned by the vendor. If this is an internal stock number (for example: a generic internal unit used for monthly Work Orders) "NA" or "N/A" is displayed in this field.
In/Out Indicates whether the unit is in or out of the dealership. This field is maintained through the traffic system.
Status

The status of the unit:

  • Invoiced— The unit has been invoiced to a customer. The status code is automatically changed to "Invoiced" when the sales invoice is processed by the billing system.
  • Inventory—The unit is physically in stock.
  • On Order— The unit is on order with the supplier. Stock numbers can be changed if a user changes the status of a unit from On Order to Pre Sold.
  • Sold— The unit is physically in stock but is being held for a specific customer. Once the billing system processes the invoice that the unit has been sold on, the status will change to "Invoiced".
  • Pre Sold— The unit is on order with the supplier and will be reserved for a specific customer when it arrives at the dealership.
  • Rental— The unit is a rental unit.
  • Quote— The unit is being priced for a customer.
  • Transferred— The unit has been transferred to another dealer. The current cost must equal the net book value and the current cost and net book values must both be equal to either the original cost or zero before the status may be changed.
  • Deleted— The unit is to be deleted from the inventory file. The current cost must equal the net book value and the current cost and net book values must both be equal to the original cost before the status may be changed.

    When a unit is assigned a status of Deleted, the unit is deleted from the equipment file the next time a database reorganize is run.

Type The unit's type code; either New, Used or Traded.
Location The location where the unit is located.