How to create a Vehicle Checklist

Edited

The vehicle checklist is a document generated against a car in your stock: the pre-delivery checks, signed and filed with the rest of the paperwork.

Creating one

  1. Go to Stock and open the vehicle. Find it in the list and use Actions > Details, or search for it by registration, VIN, or make and model.

  2. Select Actions > More > Create Vehicle Checklist.

  3. The Select Document dialog opens with the checklist chosen under Available Documents. Fill in anything the document asks for.

  4. Select Add Document.

After it is created

Actions > More then offers View Vehicle Checklist to download it, and Delete Vehicle Checklist to remove it and start again.

One checklist is held against a vehicle at a time, so creating a new one means deleting the old one first.

The wording of the checklist itself is a document template. Your other documents live under Administration > Documents, where you can see what each one is for and which ones need signing.