Part 2: Adding and Searching for a Vehicle
To add and search vehicles, follow the instructions below:
Adding the First Vehicle
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Select a customer.
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For information about adding and searching for customers, click HERE.
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If a customer was selected prior to adding the vehicle, the vehicle will be added to the customer record.
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If a customer was not selected prior to adding the vehicle, the vehicle will be assigned as a generic Cash Customer. For information on how to transfer the vehicle to the correct customer, click HERE.
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Choose one of the following:
From the Quick Setup Screen - While Adding a Customer
While adding a customer in Quick Setup...
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Select Add Vehicle.
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Fill in the vehicle information >> Click Add to Customer.
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License Plate and State or No Plate selection is required in order to continue.
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A License, Year, Make, Model and Sub Model (when available) must be entered to save and display the vehicle properly on the Customer screen.
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Enter the License and State to look up the VIN using QuickVIN™ by myCARFAX.
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The VIN Lookup can be used to decode the Year, Make, Model, and Sub Model of the vehicle.
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Enter the VIN or License Plate number and click Service History to view the myCARFAX service history.
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If the vehicle is not listed, click the Non ACES Vehicle check box and manually type in the Year, Make, Model and Sub Model information.
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From the Work Screen - Quick Setup
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Click New.
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Fill in the vehicle information >> Click Add to Document.
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License Plate and State or No Plate selection is required in order to continue.
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A License, Year, Make, Model and Sub Model (when available) must be entered to save and display the vehicle properly on the Customer screen.
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Enter the License and State to look up the VIN using QuickVIN™ by myCARFAX.
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The VIN Lookup can be used to decode the Year, Make, Model, and Sub Model of the vehicle.
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Enter the VIN or License Plate number and click Service History to view the myCARFAX service history.
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If the vehicle is not listed, click the Non ACES Vehicle check box and manually type in the Year, Make, Model and Sub Model information.
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From the Vehicle Menu
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Click Vehicle >> New >> fill in the vehicle information.
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A License, Year, Make, Model and Sub Model (when available) must be entered to save and display the vehicle properly on the Customer screen.
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Enter the License and State to look up the VIN using QuickVIN™ by myCARFAX.
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The VIN Lookup can be used to decode the Year, Make, Model, and Sub Model of the vehicle.
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Enter the VIN or License Plate number and click Service History to view the myCARFAX service history.
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If the vehicle is not listed, click the Non ACES Vehicle check box and manually type in the Year, Make, Model and Sub Model information.
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Click Save.
Adding Additional Vehicles
When the Work Document Already Includes Items
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Click Vehicle.
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Click the red X.
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Click OK.
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Click New.
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Enter the new vehicle information >> click Save.
When the Work Document Does Not Include Items
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Click Vehicle.
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Click New.
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Enter the new vehicle information >> click Save.
Searching for an Existing Vehicle
From the Vehicle Menu
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For a quick license lookup:
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Click Vehicle >> type a License plate number >> click Lookup.
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For a full vehicle search:
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Click Vehicle >> Search >> fill in the required information >> click Search.
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Type % as the customer name to display all customer vehicles on file.
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Click the check mark icon for the vehicle you want to select.
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Once the vehicle is selected, the Work screen will display the selected customer and vehicle.
From the Customer Screen
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Select a customer.
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For information about adding and searching for customers, click HERE.
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On the Customer screen, select a vehicle from the Vehicle List.
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Click the Work tab to return to the Work screen and display the selected vehicle.
Adding Detailed Vehicle Information
See Adding Detailed Customer and Vehicle Information.