Recording Van Information

Before leaving the depot, a van sales representative verifies the van identification information and records the van’s mileage.

To record van information

  1. Tap Side Menu and then tap Inventory to display the following:

    • The Inventory details in the main pane.

      A list of all products in the van appears after the inventory details.

    • The calendar showing call scheduling information and a second level navigation list in the side pane.

  2. Navigate to the inventory record that you want using the navigation arrows in the main pane.

    All details for the selected inventory appear in the main pane.

  3. Verify that the values in the following fields of the inventory record are correct:

    • Van Plate Number

    • Serial Number

  4. Add a new mileage reading for the van as follows:

    1. Tap Vehicle Details in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.

    2. Enter the van’s current mileage in the Reading field, and then save the record.

      The following table describes the other fields, which are mostly read-only.

      Field Name

      Description

      Reading

      Enter the van’s current mileage.

      U/M

      The unit of measure specified when the asset is set up.

      Time Taken

      The time that you not the mileage. This time might be before or at the time that you create the record.

      Reading #

      A unique ID number for each reading.

      Created

      The time that you create the record.

      Created By

      The name of the person who creates the record.

      Complete

      Check box indicating whether the reading has been committed (checked) or not (unchecked).

    3. Tap the Complete check box to commit the reading when you complete it.