How to push a card to the Workflow

How to push a card to the Workflow

In order to push a card into a Workflow; you need to make sure these 2 steps have been completed beforehand:
1. A quote has been created
2. The status of the quote has been selected

If these two steps are not followed, you will not have access to the Workflow tab at all. The reason being; in order to push a card into a Workflow, a vehicle must be Sold. In order to Sell a vehicle; a quote must be created and a quote status must be chosen.

When a vehicle is Sold; we need to begin the "Sale to Delivery" process which is your Delivery Workflow. This article will explain the steps to send the card in a Workflow.


WORKFLOW DATA TAB

Creating a quote:
In the light blue box; you will see a Green button with a plus sign. This is how you create a Quote.




Choosing a Status:
Once your quote is created; click on the Grey box indicating "In Quotation" in order to select the Status of your quote. Ideally, the Salesperson will choose one of the Deposit statuses and afterwards, the FNI will modify the Status to Approved/Lost.





UPDATE THE WORKFLOW

You may notice that the Workflow Data tab now appears below. The first step is to choose the Workflow you wish to send the card in. After selecting you Workflow, you must select a column in Workflow Board. By default, the first column in the Workflow is displayed. 






Choose End Date for the delivery date and the Time box to choose the time. If you have parts on order, you can also put the date and time when it will arrive in the Part Date box.





ICON ON THE CARD
If you need to add an icon per department, it can be done by clicking on the desired class. Only one icon per class can be added to the map. If the papers are already signed, it is suggested to choose the small pencil. If you are expecting parts, there is an icon for that too. Same thing if you receive the pieces. The icon and its color will appear in the drop-down list, otherwise you can always consult the legend in your User Guide.

Class of Sale







SAVE
Once all the data is entered, you can now save and the card will be displayed in the Workflow. If you want to access the workflow, you must click on : Go to Workflow. The card will then be in color and the other cards will be pale.








CANCEL PREPARATION
If you have sent a card in the workflow by mistake or the person cancels before he/she has even started the preparation, you can remove the card with the yellow button: Delete workflow data.




DELIVERY
CHANGE THE COLUMN AND THE COLOR ONCE THE DELIVERY IS DONE
When the customer has left with the product, it is your mission to come and change the column and the color.

The column = Workflow chart



Color = Card type



SAVE
Once all the data is entered, you can now save and the card will be modified in the Workflow. If you want to access the workflow, you must click on : Go to Workflow. The card will then be in color and the other cards will be pale.

If you have forgotten the definition of each colored square on the card, click here for the article.

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