Training Lab - Service 3

Training Lab - Service 3


DealerVu Training
Service Counter Lab 3

 
Objective(s)
At the end of this lab, you will be able to create a Warranty invoice.
 
Before you begin
You will need to be logged onto DealerVu and be on the home page.

Exercise 1
 
In this exercise, you learn how to create a Warranty invoice.

1. Open the service invoice that was created in Lab 2;
2. Click the Job 2 tab;
3. For all items, both labor and parts, check the box in the Warranty column to mark them as warranty items;
4. Press F12 to save the service order;
5. Click the Warranty Claim icon;
6. Select the vendor that will be paying this warranty claim by clicking on the Select Vendor icon;
7. In the Select vendor window, enter the name of the vendor that will pay this invoice;
8. Click Refresh;
9. In the search results, double-click on the vendor;
10. On the warranty invoice, click the Add Item icon;
11. In the Select warranty items window, select the items to be placed on this warranty invoice;
12. Click OK;
13. Click the Save icon to save the warranty invoice;
14. Setting the warranty invoice to “Approved” status completes the Warranty Invoice.