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Our client is a vehicle leasing company using SharePoint as the company internet
New report required for vehicles on order and/or vehicles delivered in a period. This report must be able to provide information within specified date ranges which will give the following information:
o Dealer Name
o Finance House
o Income (Profit)
o Delivery Date
• New report to list all vehicles ordered from a dealer in the past showing registration number and delivery date. The report needs to be able to display each dealers transactions with company in a list format.
• At the moment everything is filled in on the intranet system and there is also a spreadsheet, which gives profits on each deal, therefore duplicating work. A report needs to be created which will show each sales person and overall values for the following:
o Income (Profit)
• Currently, the customer name, dealer and vehicle details are stored on the intranet and the information is duplicated on a spreadsheet to show:
o Deposit Amounts, Method Of Payment and Date Deposit Was Paid.
o Transaction Number
o Order Number
o Refund Of Deposit including Transaction Number, Method Of Payment, Date, Invoice Number, Amount and Date.
The intranet is required to populate the order number field when there is a transaction number following a deposit payment. There is also a tick box marked customer satisfaction which removes the order from display of the sales person but this would need to be ignored for certain users ie: user1.
Currently the client prints off a report of all vehicles on order then manually emails each dealer requesting an update. This requires automation with the possibility of running the process manually.
At the moment the company emails each client with an update of where the vehicle is in production as per the reply, the dealer gives from item above. the client would like a form of customer access portal so that customers can be given log in details to track the progress of their vehicle order without manually involving a member of the team in the process of providing that information. It is understood that the updates will have to be manually uploaded to the intranet system but this will have the benefit of being accessible by all