Customer Equipment Details

To open the Customer Equipment Details screen, tap any equipment profiles listed on the Customer Equipment screen.

The Customer Equipment Details screen displays detailed information for a specific piece of equipment and allows you to perform the following actions:

Action Steps
To send the equipment details in an email message

Tap the Email icon .

All emails generated by ID MobileAccess will be sent using the email address associated with your IntelliDealer user profile and be automatically be Blind Carbon Copied (BCC) to your email address.
To scroll through the multimedia images

Tap the image or PDF and scroll up and down through the list.
To return to the Customer Equipment screen

Tap the Back button.
To update equipment information for the selected equipment profile.

Tap the Edit icon to update the Location, Yard Location, Hours, Hours 2 and Model Year. The Edit Equipment window appears.

The In/Out Subtype allows users to track the movement of customer equipment to/from the wash rack.

The Edit icon will not be available for units with these statuses: Deleted, Transfer, Quoted or Invoiced.

The fields on the Customer Equipment Details screen are:

Field Description
Stock Number The unique identification number for the unit in IntelliDealer, as assigned by the dealership.
Base Number

The base number code of the unit.

The base number along with the option(s) numbers define the makeup of the unit (Description, Make, Model, Group, Price, Cost, and Class) within the system.

Press the button to open an extended description option.
Description A brief description of the unit.
Price The retail price of the base code.
Price With Options The retail price of the Base code of the unit, plus option codes.
Supplier Invoice Number The supplier invoice number of the unit.
Supplier Invoice Date The date the supplier distributed the invoice.
Supplier Invoice Amount The invoice amount as listed by the supplier.
Current Cost The current cost of the unit.
Net Book Value The net book value of the unit.
Reference Amount The reference amount for the unit.
Make

The manufacturer of the unit.

Model The model number of the unit.
Location The location where the unit is located.
Yard Location The abbreviated location of the unit.
Type The unit's type code; either New, Used or Traded.
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" will be displayed in this field.
Engine Serial The unit's engine serial number.
Transmission Serial The unit's transmission serial number.
Sound Guard Serial The unit's sound guard serial number. If you are using the transmission or sound guard serial number to store something other than these values, these field labels may appear using an alternate language.
Last Count Date The date the unit was last counted.
Last Count Method The code used to count the unit.
More Information
Year The year that the unit was manufactured.
Hours

The last recorded hour meter reading for the unit, which records the number of hours that the machine has been in use.

The machine/hours, code and date fields are automatically updated throughout the system (including on work orders and sales orders for the unit), provided the new reading date is greater than the last hours date in the equipment record.
Hours 2 The second hour meter reading for the unit. This applies only to machines that have more than one hour meter.
Group The group code associated with the unit. Group codes are used in the Equipment Profile as a way to separate various groups of equipment for reporting and searching purposes.
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.

Customer Name of the customer associated with the unit.
Control Number

If the selected unit was taken in as a trade, the stock number of the original unit that was sold during the transaction will be displayed here. The system uses this number to group units together for washout reporting.

The control number field must be updated using the equipment profile in order to get the stock numbers grouped together into a washout. The control number on each stock number to be included in the washout should be the stock number of the machine that originally started the washout.
Options
Stock Number The unique identification number for the unit inIntelliDealer, as assigned by the dealership.
Description A description of the base code.
Price The retail price of the option(s) on the unit.

Attachments

Note:  Attachment details can be viewed by tapping the existing attachment. Use the button to add an attachment.

Stock Number The unique identification number for the attachment in IntelliDealer, as assigned by the dealership.
Description A brief description of the attachment.
Price The retail price of the option(s) on the unit.