Bookshelf v7.5: Creating a New Sales History Record

Siebel eAutomotive Guide > Tracking Sales History > End-User Procedures >

Creating a New Sales History Record

A dealer can add a new sales history record, though most sales history records will be added to Siebel eAutomotive through EIM.

To create a sales history record

Navigate to the Sales History tab.

In the Sales History list, click New.

Complete the fields, including those described below.

Field

Description

VIN

Select a vehicle from the Pick Vehicle dialog box.

Purchased By

Select the type of consumer from the drop-down list; choices are Business, Company Car, Consumer, Dealer, Distributor, Fleet, Multiple.

Contact

Select the contact who purchased the vehicle.

Account

Select the account or dealer who purchased the vehicle.

Next Certification Date

Next date for testing the road-worthiness of the vehicle.

Field	Description
VIN	Select a vehicle from the Pick Vehicle dialog box.
Purchased By	Select the type of consumer from the drop-down list; choices are Business, Company Car, Consumer, Dealer, Distributor, Fleet, Multiple.
Contact	Select the contact who purchased the vehicle.
Account	Select the account or dealer who purchased the vehicle.
Next Certification Date	Next date for testing the road-worthiness of the vehicle.

Siebel eAutomotive Guide
Published: 18 April 2003