Add a Unit

You can use the Add a Unit screen to quickly add invoiced units to a customer's profile.

The Add a Unit screen can be accessed from the Customer Equipment screen by clicking on the Is there a machine missing from the list? Click here to add link.


Topics in this section include:

Quick Adding Customer Owned Equipment

  1. On the Customer Profile screen, click the Customer Equipment link.



    The Customer Equipment screen appears displaying a list of this customer's equipment.

  2. Click the Is a machine missing from the list? Click here to add link.

    The Add a unit screen appears.

  3. Since this a piece of equipment you did not already sell to the customer using IntelliDealer, set the Type to Used.

  4. Fill in the remaining fields, referring to the Screen Description below.

  5. Click Save to quick add this equipment profile and close the Add a unit screen.

    The Customer Equipment screen refreshes and displays the quick added equipment profile.

Screen Description

The information fields on the Add a Unit screen are:

Information
Field Description
Name The customer's name.
Business Phone Number The customer's phone number.
Salesperson The salesperson that is responsible for this customer.

Note:  Some field values listed below default to the settings on the Quick Add Defaults screen.

The fields on the Add a Unit screen are:

Field Description
Type Identifies if the unit is Used or New.
Base Base number to be assigned to this unit.
Make The manufacturer of the unit.
Model The model number on the unit.
Description A brief description of the unit.
Hours The hour meter reading on the unit.
Group The group the unit is categorized under.
In/Out

Toggle the traffic status of the unit to either In or Out.

Units added from the customer side are shown as Out on this screen by default but carry the Sold status on the unit profile.
Machine Serial Number

The unit's serial number.
Engine Serial Number The serial number on the unit's engine block.
Transmission Serial Number The serial number on the unit's transmission.
Cab Serial Number The serial number on the unit's cab.
Salesperson VitalEdge recommends using the salesman number “SYS”, so all quick added customer equipment records can be reported on and changed.
Customer Invoice Date

The date the unit was purchased by the customer.

The invoice date should be the date when the customer acquired this equipment, not the date your dealership first added an equipment profile into IntelliDealer.
Customer Fleet # If your customer assigns fleet/tag numbers to their equipment, it can be entered here for reference.

Use these buttons to complete your work on the Add a Unit screen:

Button Function
Save Saves changes made to the Add a Unit screen and updates the Customer Equipment screen.
Close Closes the Add a Unit screen without saving and returns to the Customer Equipment screen.

Data Source: CGIBASE

Security Switch: 996 - Customer Profile

Revision: 2024.10