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Allocating Vehicles to a Quote

Use this procedure to allocate a vehicle from dealer inventory in order to reserve the vehicle for a specific customer opportunity.

For a vehicle to be allocated to a quote, the Status field for that vehicle should be Available.

This task is a step in Process of Creating Quotes.

To allocate vehicles to a quote

1. Navigate to the Quotes screen, then the List view.
2. Drill down on the Quote Number field link for a selected quote record.
3. Click the Vehicles view tab.
4. Select the product record upon which the vehicle was based.
5. Scroll down to the Vehicles list, and create a new record.
6. Click the select button on the VIN Number field.

   The Pick Vehicle dialog box displays all vehicles whose product matches the Product field of the line item selected in the Line Items list, that have a Status of Available, and that are in the same organization as that of the user.

   NOTE:  Allocating a vehicle to a quote changes the status of the vehicle to Allocated. Deleting a vehicle from a quote changes the status of the vehicle to Available.

7. Select a vehicle and click ok.

Related Topics

• Creating Quotes
• Copying or Revising a Quote