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How to use mileage registration for a replacement vehicle?

Follow the below steps to activate this function.




Select agreement

Fiest select a replacement car agreement.

  1. In the menubar, click on the option System.
  2. Select the option System settings.
  3. In the first row of tabs, go to Replacement car.
  4. Then go to Settings in the second row of tabs.
  5. In the field Replacement car selection document, select replacement car agreement 1, 3, or 4.





Enter number of kilometres

Next step is to enter the current number of kilometres fr each replacement car.

  1. In the menubar, click on the option File.
  2. Select the option Replacement car.
  3. In the Model field, click on the  button to select a replacement car.
  4. In the field Number of Kilometres, enter the current number of kilometres for the replacement car.




When the above settings are filled in correctly, Plan-IT will make sure that you have a subsequent kilometer registration.




How does it work in practise

When scheduling a new reservation for a replacement car, fill in all details as usual but leave the field kms starting position empty.




When a customer comes to take the replacement car, put the status of the reservation in Plan-IT on Car runs. At that moment, Plan-IT fetches the number of kilometres from the replacement car details and puts it in the field kms starting position of the reservation.




The reservation will also turn yellow to indicate that the customer has taken the replacement car. When the customer returns the replacement car again, select the status Car return.




A pop-up appears where you can enter the number of kilometres that is now on the replacement car.




Enter the number of kilometres and click on the Save button to save the entered number of kilometres in the field kms final position in the reservation and also update the field Number of kilometres in the replacement car details. When you set the status of another reservation to Car runs now, the new number of kilometres will be entered in the field kms starting position. This way you have a subsequent kilometer registration.

For this to work, it is very important with changing the statuses to follow the order of when customers are actually taking and returning replacement cars.

Additionally you can click the Print button in the bottom of the replacement car window to generate a list that will show the number of kilometres per replacement car for each reservation. This way you have a subsequent kilometer registration.



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