Loan car

It is now possible to state that a customer has been loaned a car while theirs is on site.

Benefits

  • Easier organisation – see at a glance where a customer has a loan car booked, and the current status of the car
  • Enhanced workflow – users can add a loan car to a transaction on the fly, directly from the document screen

A loan car can be added to a document using the following process:

  1. From the Document tab, click the Not Required link to the right of the Loan Car heading. If there is already a loan car on the document, the loan car status will display instead of “Not Required”.
Click the "not required" text
  1. Check the Loan Car Required checkbox.
  2. Select an option from the Status dropdown menu.
  3. Click the Update button (D1) when you are happy with your entries, or the Close button (D2) if you would like to cancel.
Check the loan car box then select a status and click update