The Actions Report - Understanding the Report

Accessing the Actions Report

To access the Actions Report in Vehicle Admin:

1. Open the Navigator Main Window.

2. Select Vehicles from the main menu.

3. From the dropdown menu, choose Vehicle Administrator’s Toolkit.

4. In the window that appears, select the Reports and click the button for Actions Report.

Understanding the Actions Report

This report provides an overview of the progress and status of all active stock records. Below are the key fields and their meanings:

Key Fields in the Report

1. Overdue Stock:

   • Indicates stock records with an expected delivery date from the supplier that has passed (as entered at the creation of the order or stock number).

2. Unassigned Costs:

   • A tick in this column shows costs raised by the workshop or parts department that still need to be assigned to the stock record.

3. Overdue Delivery:

   • Highlights records where the expected delivery date to the customer (entered on the vehicle order) has passed.

4. Sold Ex Branch:

   • Displays the branch that sold the vehicle.

5. No Supplier Order Number:

   • Indicates whether a supplier order number is missing (if required).

6. Settlement Not Posted:

   • Displays stock records where settlement payments need to be posted.

7. Delivered:

   • A tick in this column confirms that the stock record has been delivered to the customer.

8. Order Date:

   • The date when the order was created.

9. Invoice Date:

   • The date when the vehicle was invoiced.

10. Delivery Date:

    • The date when the vehicle was delivered.

11. Delivery Month:

    • The month in which the vehicle was delivered.

12. Category:

    • The sales type, such as Retail or Trade.

13. Advertise on Website:

    • A tick here indicates that the vehicle has been advertised on the website.

14. Images:

    • A tick shows that images for the vehicle have been uploaded.

Viewing Actions on Stock Records Across Branches

To view stock records for other branches:

1. Click the Select button next to the Branches field.

2. A pop-up window will appear, allowing you to select the desired branches. 

3. Select the required branches and click Close.

Viewing a Specific Stock Record

To view details of a specific stock record:

1. Double-click on any line in the Actions Report.

2. The system will display the selected stock record in a new window. 

This feature provides detailed information about the selected stock record, allowing you to manage it effectively.