EXTRA STEPS

*moving units from Credit Sale to Factory Sale per Paul, 1 list a week, totaling 4 lists

STEP ONE – Add flipping notes into AMS

Function>Vehicle>Inventory Management:

-"Vehicle Search -- Inventory Management" pop up window-

Enter Stock #
-"Inventory Management" pop up window-
1.) Click Commercial Tab
 find UVIS Outgoing Comment (on right, below NVRS Comment Code: textbox)
-select VR115 - Set for Sale from dropdown menu
-on left column, enter "hold for {sale date} FAC sale per fam"

2.) Click Ownership

 find Comments: box on lower right, enter "xstep"

3.) Click Save on top banner

 click Yes to pop-up prompt
4.) Draw checkmark before second from right column on Extra Steps Spreadsheet.
eg. series_nm miles

 SE odometer # (far right edge of Extra Steps Spreadsheet)

STEP TWO in UVIS

Transmission via UVIS (Betty does this)

STEP THREE in AMS - changing Tran. Accounts, aka “flipping”

Function>Vehicle>Inventory Management
-"Vehicle Search -- Inventory Management" pop up window-
1.) click Commercial tab
 Proof Transportation Pickup mileage
-if missing...
1.) copy and paste Dealership mileage
2.) add "(m)" into Comments: box under Ownership tab.
3.) write "m" on Extra Steps Sheet, in front of colors column.
find WHSL Invoice Price: box (on right), and copy this amount
- *remember number to proof when pasting in next step (it will disappear after
changing Trans. account.
-if missing...
1.) add "(w)" into Comments: box under Ownership tab
2.) write "w" on Extra Steps Sheet, in front of colors column.
2.) click Ownership tab
 find Trans Account: Ford Motor Credit , click dropdown menu, scroll up once,
and select Ford.
 click through 3 popups: Yes, OK, Yes
**while clicking through, scan Comments: box for "xstep" and any "(m)"
and "(w)" not listed on Extra Steps Spreadsheet.
-if "(m)" "(w)" listed in Comments: box and not on Extra Steps Spreadsheet, mark on
Sheet
3.) click Commercial tab
 find WHSL Invoice Price: box and paste amount just copied.
4.) click Save on top banner and exit window
5.) draw checkmark on Extra Steps Spreadsheet after Year column

STEP FOUR - confirm units have been switched to Tran. Account in AMS

Function>AMS Reports
-"AMS Reports: ADESA Buffalo" popup window-
Commercial>UVIS Merged>Inventory Report
-"UVIS Merged Inventory Report Criteria" pop up window-
 -Search By: section, choose
select Tran Account Ford

-Sort By: section, choose

stock number

-click Report button (on top banner, 3rd option)

-"UVIS Merged Inventory Report" pop up window-
- scroll, verify by comparing Stock numbers on screen to Extra Steps Spreadsheet

STEP FIVE – print Final CR’s and prepare and then move folders
 Pull folders (from cabinet behind Betty)
 Print final CR in AMS
Function>Inspection>View/Print

-pop up window Inspection Search Criteria -

1.) Pull by Transmission Account (on left of popup screen, 4th down)
-Dropdown, select "Ford"
2.) Date Range Search Type (bottom left of popup screen) **90 day range limit to search
-Dropdown, select "Arrival Date"
-Click to pick dates
3.) Workflow Phase (on right side of popup screen)
-deselect all, except "SR - Sale Ready"
4.) Search bottom (top left banner)
-pop up window Inspection Search Results-
-find stock numbers listed on Extra Steps Spreadsheet from popup window chart. Click
first stock #, then Ctrl click for next 9 (10 altogether)
*not all stock numbers will be available/listed (because in a different phase).
-when this happens, do NOT checkmark and instead highlight in place
of checkmark, after Stock #.
-click Print (on top banner).
-pop up window Please select an Inspection Report name-
-leave option "Used Vehicle Inspection Report"
 Ok
-Language popup
English
Ok
lags/ slow thinking.....
Output destination - printer
lags/ slow thinking.....
-PDF popup-
--click printer icon
--Printer: PRINT10
5.) Checkmark Extra Steps Spreadsheet, after Stock # once printed.
-file in folder behind first Signoff Spreadsheet
*if file folders not made, follow Step Six
*only mark off when listed on transmission and completed.

STEP SIX - make labels and file folders

mark B M or E to right of Printing Log chart (beginning, middle, end) for which type file folder type last used.

To print labels:
1.) Function >Reprint>Reprint Vehicle Labels

-popup Reprint Label Criteria-

2.) Search By
Ford Motor Credit – Betty
Ford – Sharon (Avis/budget/enterprise/rentals…)
3.) Enter Checkin Date & Time Range
4.) Click Run Report button (first option, top left banner)
5.) ????... iffy on steps here
6.) Collect at Printer10. Place labels to be copied facedown on Copier pane, one notch above 11. Face blank
labels upright, label side down on feeder tray. Select Thickness 2 from popup.
7.) Push Start button on Copier. Repeat.

STEP SEVEN - check folders have all documents

*folders are pulled from file cabinet behind Betty.

Sign-off Spreadsheet ("FMC {date} SALE / List#" heading)

Final CR ("Used Vehicle Inspection Report" heading)
-missing final CR = highlighted next to Stock # on Extra Steps Spreadsheet
BOL ("Vehicle Release Authorization / Bill of Lading" header)
-missing BOL = "PU" on far right, outside of last column of Extra Steps Spreadsheet
 Receipts (if any)
-missing receipts checked in software VTrace (same login info for AMS)
-will be used in STEP EIGHT.
Copy of Title
-missing title = no "t" mark next to odometer reading
Original/first CR with markings
-missing first CR = "CR" before Stock # on Extra Steps Spreadsheet

when finished, put folders in Sharon's folder file office, in chunks of 10 file folders.

STEP EIGHT – adding unresolved car bills to Extra Steps List

1.) Reference Sign-off Spreadsheet
*if work listed on Sign-off Spreadsheet is NOT also listed on V-Trace, mechanics do not know to do work.
So, tell Betty.
 If “Recon” is listed only, no receipt needed, draw horizontal line on far-right margin of Extra Steps
Spreadsheet.
(see Extra Steps Sheet – note examples)
Series_
nm miles
SE odometer# __________

 If work on unit listed on Sign-off Spreadsheet has a receipt for work in folder and ☒ Completed in V-
Trace (see: STEP EIGHT), draw horizontal line on far-right margin of Extra Steps Spreadsheet.
Series_
nm miles
 SE odometer# ___________

 If work on unit listed on Sign-off Spreadsheet does NOT have a receipt in folder, login to V-Trace (see:
STEP EIGHT), verify if work listed on Sign-off Spreadsheet is also listed on V-Trace.
a) with ☐ Completed for work done - Write type of job (PR, BS, bedliner, etc…) on far-right margin of
Extra Steps Spreadsheet (where PU also goes).
Series_
Nm miles
 SE odometer# RRD PR; RBMP 2.0/pt; tires; etc

 RRD PR = rear right door paintless repair

 RBMP 2.0/pt = rear bumper (body work)
 Tires, diagnostic engine = mechanic

b) with ☒ Completed for work done - Write type of job (PR, BS, bedliner, etc…) on far-right margin of
Extra Steps Spreadsheet, and cross line through it.
Series_
nm miles

 SE odometer# RRD PR; RBMP 2.0/pt; tires; etc

 If work on unit listed on Sign-off Spreadsheet has a receipt for work in folder and ☐ Completed in V-
Trace for work done, write type of job (PR, BS, bedliner, etc…) on far-right margin of Extra Steps
Spreadsheet. (unlikely to happen)
Series_
nm miles

 SE odometer# RRD PR; RBMP 2.0/pt; tires; etc

2.) Verify charges in V-Trace (billing proprietary software)
 Same login info as AMS
o b-webst4 native83

 click Maintain RO (first top banner option)

 enter stock number

-pop up V-TRACE Repair Order Form –

 Look to Select Repair Item section, for charges for unit.

Examples of jobs/receipts listed on Sign-off Spreadsheet

o RR DR RR Door
Dent/No Paint Dmg 3" to 4" = RRD pr
o LR DR LR Door Dent/Paint Dmg Repair 2" to 3” = LRD 2.0/pt
o R QTR R Qtr Panel Dent/No Paint Dmg PDR 1" to 2" = RGTR pr
 No paint = pr
 Paint = _.0/pt
o Recon = Complete detail
o NP = no post