Vehicle Removal

[nrutland]

Is there a way that you can remove a vehicle from a customer but keeping the vehicle information in the system

[Rich]

When you delete a vehicle the history is just "hidden". to see it, i go to any car they have, click history. Under the blue customer tab you will see two boxes. "customer" and "vehicle". click the box "customer" and all of their cars will show up. even the ones that are "deleted"

[timbre4]

That will reveal the previous History invoices posted; however to retain the vehicle record for potential re-use you might go about this differently.

Watch this for an overview of possibilities: 6057 Change Ownership: http://youtu.be/M-jqc2jCtZI

[nrutland]

thank you.

[ARS]

We made up a separate account called sold vehicles... if we know that the customer sold, junked or totaled a vehicle we move it to this file. It helps to clean up the customer's accounts... sometimes people get emails about their vehicles that they got rid of.. so this helps with that situation. When moving it to sold.. we do a couple things... in the vehicle memo- we put the customer's name in it. We delete the license plate & transfer any recommends to the memo (so they do not show up on future follow-up reports) & then we delete the inspection date or move it to the memo ( for the same reason).

Hope This Helps,
ARS

[timbre4]

Great tips!