Add Vehicle for Non-Club Customers

 After adding a customer, a vehicle can be added to the customer. Multiple vehicles can be tied to an individual customer record.

  1. On the Customers menu, select Manage Customers.
  2. Search for a customer.
  3. Click to select a customer record, and then click the Edit Customer button.

-or-

Double-click to select the customer record.

The Customer Information, Vehicle Information, and Customer Group(s) tabs open.

  1. Click the Add Vehicle button.
    The Vehicle dialog box appears.

  1. In the State box, select a state where the car is licensed.
  2. In the *License box, type the customer's license plate number (*Vehicle is the only required field).
  3. The Site box is for club membership.

NOTE: Club Customers Only, see Add Vehicle for Club Customer.

  1. In the Make, Model and Year boxes, type in vehicle information. Word complete predicts the word a user intends to enter after only a few characters have been typed into the Make, Model or Year boxes. As the Make or Model is typed in, a list of offered selections appears, and can be selected as soon as the correct Make or Model appears in the list.
  2. In the Color box, type the color of the vehicle.
  3. Click the OK button.
  4. Click the Save button.
  5. Next, you can add any other available customer information, or add customer to a group.

 

 

 

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