Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Stock Migration Steps: 1. Drill down to stock – check for valid stock # 2. Check last 8 vin (if numeric abort) no edits allowed o Check for customer id o Check zip code & first & last name 3. Check location 4. Check purchased by id (need to match up old and new id’s) 5. Check make and inventory type 6. Check model 7. Check salesperson o Check other salesperson 8. Check zip code & first & last name (move to after step 2) o Check for zero – show add customer form o 1 or multiple – choose or add new – prepopulate info 9. Check old and new title account (check actual text value – force to lower case) |