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Creating a Tow-In/Trade-Call

    A Tow-In record is created when an outside towing company was used to deliver the vehicle to your workshop. Usually the only connection to the owner of the vehicle would be through the towing company. 

     

    To insert a Tow-In record, go to

    Purchasing Tab >Capture GRVs&RFCs > Select the PCR Sheet for that day > Click on the Create button.

    Then Different to parts, select a supplier not an Order number.

    Fill in all necessary information in the "Update PCR Goods Received Line Details"

    UpdatePCRLineDetails

     

    A Warning will appear:

    TowingUpdate
     

     

    Select Yes or No

     

    Then Another Message

    TowingQuestion
     

     

    Update Towing Screen will now be available to Complete.

    Customer and Vehicle

    UpdateTowingCV


    Enter the Customer and Vehicle Details

    Charge Out Details

    TowingChargeOD

    Enter the Insurance details,Claim Order and choose whether it will be Invoice out or at Own Cost.

     

    Towing Details

    TowingDetails

    Enter any other information you might want to reflect on the record.

     

    Once you are happy with information entered, click OK to save the Towing Record.

    Page last modified 10:52, 26 Oct 2017 by Jennifer Veculim > Towing > Creating a Tow-In/Trade-Call

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