In addition to listing the customer and vehicle information, the report printing from the Customer Information screen includes all of the service dates for the vehicle.
To print the Customer Service History report, follow these steps:
Step 1. From the Dealership Accounting main menu, select Reports & DOCs. The Reports menu will open.
Step 2. Select Vehicle Sales. The Vehicle Sales Reports menu will open.
Step 3. Select Customer History. The Customer Information screen will open.
Step 4. Type the customer number or last eight digits of the VIN. You can also search for a customer by clicking Extended Search. Type the last four digits of the customer’s phone number, the first three to six characters of the customer’s last name, the license number, or three to six characters of the stock number. A list of customers who meet the criteria you entered opens. Click the customer you want to select.
Step 5. The customer’s information populates the screen. (You can scroll through the list of customers by clicking the arrows on each side of the Extended Search.)
The top three sections of the screen display the customer and vehicle information. This information is for viewing only; you cannot edit the information on this screen.
The bottom-left section of the screen displays the service history.
The bottom-right section of the screen lists all the customer’s vehicles. If a customer has more than one vehicle, you can view the vehicle’s information by clicking on the vehicle in the list. For each vehicle, the screen lists the delivery date, purchase amount, and total value of the customer’s service repairs.Click
Step 6. Click History to view the customer’s service history as needed. The Service History report will list repairs by Repair Order, Date, Odometer In, Technician Number, Repair description, Labor dollar amount, and Parts dollar amount.
Step 7. Click Print.
Step 8. When prompted to verify your printer is ready, click to select To Printer to print the information or To Screen to view the information on your screen.
Step 9. Once you select your print type, click Print.