Navigator
Navigator Introduction
Navigator Revision History
Navigator Revision History 2016
Navigator Revision History 2015
Navigator Revision History 2014
Navigator Revision History 2013
Software Revision History (2009-2012)
Vehicles Module
Vehicle Administrators ToolKit
Creating a New Stock Number
Creating a Used Stock Number
How to search for a Stock Vehicle
How to accept a vehicle into stock
Stock Record
How to Raise a Sales Order
How to add a Part Exchange
How to add Finance on a Stock Record
Summary - Detailed Analysis
Adding RFL to a vehicle
Amend costs on a Factory Option
Amend cost on Delivery Charge
Amend Vehicle Price
Workshop jobs against Stock Vehicles
How to create Workshop jobs against Stock Vehicles
How to assign Workshop Costs
How to post a Purchase Invoice
How to post a Consignment Note (consigning a vehicle)
Attach a document to a Stock Record
To Raise Customers Invoice
Configure Split Invoice
To Deliver Vehicle
Cost Analysis
Posting Vehicle Payments
Posting Commission
Posting a Deposit
Posting a invoice payment
Posting a settlement figure
Processing a Trade Sale
Cross Branch Selling
To Close the Deal
Split/Merge facility
Vehicle Category
How is the SIV Calculated?
Purchase Order System
Creating Purchase Order
Reviewing Open Purchase Orders
Authorising a Purchase Order
Auction System
Create Auction
List Auctions
Add a vehicle to an Auction
How to delete a vehicle from an Auction
Marking an auction vehicle as sold
All Auction Vehicles
Auction Houses
How to add an Auction House
Standard Descriptions
How to add a new Standard Description
Reports
How to find a Customers Order
Stock List
Vehicles to Order
Stocking finance repayments
Quotations
Order Book
Debtors
Actions Report
Till Reconciliation
FAQ - Vehicle Admin
Sales Toolkit
Today/All Enquiries
Create Enquiry
Creating an Enquiry
Creating a Quotation
Raising an Order
Closing an Enquiry
Record Customer Contact
Additional Contacts/Actions
Emailing an Image
Customer
Mail
Task
Quotation/Order
Date (Previous/Next)
Reports
Handover Diary
Stock List
Order Book
Telephone Book
Sales Managers Toolkit
Create Enquiry
Quotations
View
Reports
Handover Diary
Debtors List
Profit Report
Pipeline Profit
Sales League
Order Book
Quotations
Canceled Orders
Enquiry Analysis
Showroom Log
Stock List
Aged Stock List
Incoming Part Exchanges
Prep Report
Vehicle Parameters Maintenance
Price List
Accessories
Used Specs
Warranty
RFL
Finance Co
Stock List
User Defined
Enquiry Manager
Bonuses
Receipts Nominal Codes
Vehicle Types
Vehicle Adminstration Walk-throughs
FAQs
Government Grants for Electric Vehicles
Adding and removing Factory Options from Vehicles
VAT Treatment of Vehicles Purchased at Auction_2
Parts Module
E.P.O.S
Selling a Part to a Customer
Searching for a Part
Add discount or amend the parts price
Ordering a Part and taking a deposit
Booking a part to a Workshop Job
Booking a part to a Sales Vehicle
Transferring a part to another branch
Accepting a Parts Transfer
Confirming a Parts Transfer
Surcharge Parts
Crediting an Exchange Unit
Adding a Bottom Line Price
Adding a Carriage Charge
Creating a Special Order
Orders List
Crediting an Order
Reversing an Invoice
Reports
Delivery Report
PrePick Report
View Orders
Check Group Stock
Quotation
Creating a Quotation
Retrieving a Quotation
Point of Sale
Selling a Part to a Customer
Searching for a Part
Add discount or amend the parts price
Delivery Address
Ordering a Part and taking a deposit
Booking a part to a Workshop Job
Booking a part to a Sales Vehicle
Transferring a part to another branch
Accepting a Parts Transfer
Confirming a Parts Transfer
Surcharge Parts
Crediting an Exchange Unit
Adding a Bottom Line Price
Adding a Carriage Charge
Creating a Special Order
Orders List
Crediting an Order
Reversing an Invoice
Reports
Delivery Report
PrePick Report
View Orders
Check Group Stock
Quotation
Creating a Quotation
Retrieving a Quotation
Booking Parts out with a Surcharge
View/Update Parts Records
Global
How to Supercede a Part
Dealer
Stock
User Defined
Links
Sales History
Audit
Goods In
Creating a Goods In
Creating a New Part on a Goods In
Creating a Goods Out
Selecting a Special Order for Goods In
Booking a part straight out_2
Selecting an Order for Goods In
Booking a part straight out
Return Old Units
Return an Old Unit
Stock Adjustment
Franchise Parameters
Surcharge Reports
Items Stocked
Customer Units O/S
Old Units Stock List
Units Returned to Supplier
Stock Check
Daily Stock Check
Print Sheet
Sheets
Exception Report
Enter Sheet
Stock Adjustments Report
Completing a full Stock Take
Stock Order
Create a Stock Order
Completing a Stock Order
Deleting a Stock Order
Parameters
Parts Managers Toolkit
Setup Discount Codes
User Defined Fields
Surcharge Parameters
Reports
Sales Figures
Invoice Report
Till Reconciliation
Movements
Stock List
Bin List
Stock Adjustments
Goods In History
No Stock Report
Transfer Log
Authorise/Complete Transfers
Advanced Reports
Stock Turn
Sales by Customer
Aged Stock List
Detailed Sales Report
Rename a Bin Location
Parts Kit Maintenance
Create a New Parts Kit
Amend an Existing Parts Kit
Parts Toolkit Walk-through
Retail System
Introduction - Retail System
Retail EPOS System
Producing a simple receipt
Searching for a Product
Selling multiple Quantities of a Product
Discounting a Product
Removing a product from an Invoice
Cancelling an invoice
Applying Discount or Voucher to Bottom Line
Issuing Products to a Workshop Job
Issuing Products to a Sales Vehicle
Goods In
Entering Delivery Note Information
Enter Products delivered
Removing/Changing a Product
Completing a Goods In
Shop Managers Toolkit
Product Maintenance
Till Reconciliation Report
Invoice Report
Stock List
Sales Analysis
Stock Check
Stock Checking Product
Print Stock Check Sheets
Entering Stock Check Sheets
Printing Stock Check Exception Report
Introduction 2
Workshop Module
Service Reception
Main Screen Display
Filter Option
My Jobs Only
Todays Jobs
Awaiting Parts Only
Reviewing "Bookings for Approval"
Creating an Appointment
Transferring a Vehicle to a different customer
Service Alerts
Workshop Job Screen
Accepting a Job
Allocating Parts
Job Complete
Create Invoice
Credit an Invoice
Release Job
Cancel Appointment
Reschedule Appointment
Workshop Job tabs
Customer Requests
Add Request
Add Job
Supercede
Non Labour
Rebook
Contact
Scheduling
Service History
Parts
History
Notes
Creating a Sales Appointment
Job Search
Sub Contract List
Customer Search
View Diary
MOT Diary
Parts Order Report
Collection Report
Technicians Clock
Attendance - Clocking in/out
Manual Clocking
Setting up Pay and Bonus for Offsite Employees
Touch Screen
Clocking onto a Job
Clocking off a Job
View Technicians Pay
Service Managers Toolkit
Sales Summary
Till Reconciliation
Update Technician
Setting up Technicians Pay
Setting up Technician Pay & Bonus (Offsite Employees)
Adding/Deleting Absence
Clock Card
Add a Clocking Line
Add a Non Productive time
Deleting a line
Amending Clocking Time
Amending Technicians Pay
Amending Technicians Bonus
Print Clock Card
Clock Card Report
Signoff Clock Card
Courtesy Car Setup
Reports
Invoice Report
Technician Report
WIP Report
Tech Time Analysis
Invoice Analysis
ACM Date Report
Online Bookings
CSI Analysis
Warranty Ledger
Overview
Report of Outstanding Warranty Claims
Updatiing a Claim with Submission details
Posting Self Billing Invoice/Credit Note
Service Parameters
Labour Rates
Setup Labour Rates
Setup Warranty Labour Rates
Setup Job Type and Labour Rates
Standard Jobs
Creating a Job Page
Creating a Standard Job
Deleting a Standard Job
Amending a Standard Job
Mot Bays
Non Productive
Add a Non Productive Line
Amending a Non Productive
Deleting a Non Productive
Setting up Managers Authoristation
Holidays
Add a Holiday Type
Delete a Holiday Type
Email/SMS
Email Booking Confirmation Setup
SMS Booking Confirmation Setup
SMS Appointment Reminder Setup
Standard Message Setup
Email Invoice Text Setup
Warranty Setup
Body Shop
Shifts
Job Status
Online Booking Setup
CSI Online Setup
Technicians Pay/Bonus System
Setup Payroll Codes
Setup Technician Pay & Bonus (Onsite)
Setup Technician Pay & Bonus (Offsite)
Absence Pay
Setting up Manager Authorisation
Non Productive Code Setup
Manual Clocking
Clock Card
Clock Card Report
View Technician Pay
Signoff Clock Card
Export to Payroll
FAQs
Loan Car System
Courtesy Car Setup
Unavailability
Notes
History
Creating a Loan Car
Courtesy Car Diary
Returning a Courtesy Car
Return a Courtesy Car Early
Allocating a Courtesy Car
Allocating a Courtesy car to a current booking
Temporary Courtesy Car
Allocating a Temporary Courtesy car to a current booking
Reports
Loan Car Report
Loan Car History
FAQs
Workshop Reception Walk-through
FAQs
Marketing Module
View Customer/Prospect
Search for an Existing Customer
Customer Record - Personal
Customer Record - Business
Customer Record - Vehicle
Service/Contract Plan
Service Follow Up
Authorisation
Service Alerts
Generic Notes
History
Audit
Profiles
Parts/Retail Profile
Service Profile
Sales Profile
Marketing Profile
Actions
Create Appointment
Create Enquiry
Create a New Customer
Service Follow Up
Service Follow Ups - Letters to Print
Report
Letters
Secondary List
Configuration
Campaigns
Campaign Main Screen
Creating a Campaign
Amend Search Elements
Filter a Campaign List
Actions
Print Letters
Create Task
Report
Click-to-Mail
Delete Mailshot
View Customer Contacted List
Setup
Customer User Defined Fields
Vehicle User Defined Fields
Enquiry Source
Contact Types
Lost Sales Types
Letters
Click-to-Mail Setup
Creating New Letter Template
Mandatory Fields
Aftersales Contact Management
Method: SMS
Method: Letters
Method: Telephone
Method: Email
Blacklist
Workflow
Reports
Main Report
Telephone Rejection Report
Detailed
FAQs
Best Practices for Data collection for ACM use
Account Module
Sales Ledger
Enquiry
Details
Terms
References
Transactions
Cleared Transactions
Notes
Unconsolidated Invoices
Posting
Invoice
Receipt
Sales > Nominal Journal
Consolidated Invoices
Reports
Debtors
Detailed Debtors
Statements
Customer List
Batch
Till Reconciliation
Purchase Ledger
Enquiry
Details
Terms
Payment Details
Transactions
Gani
Cleared Transactions
Cleared Gani
Transactions
Post Invoice
Payments
Reports
Creditors
Detailed Creditors
GANI
Supplier List
Held Invoices
Suggested Payments
Setup
Nominal Ledger
Journals
Post
Post Journal
Import a Journal
Reverse Journal
Sales > Nominal Journal
Purchase > Nominal Journal
Sales > Purchase Journal
Nominal Linking
Recurring Journals
Create
List Journals
Post Recurring Journals
Reports
View Account
Ledger Reports
Transaction Report
Report By Nominal Code
Report By Search
Copy Batch
Day Books
Reconcile
Schedule Nominal
FAQs
Utilities
Management Accounts
Export to Acclink
Export to Composite
Setup
BackPosting Prevention
Nominal Code
Shortcuts
Ledger Report
Transaction Reports
Purchase Order Config
Trial Balance Setup
Other
Nominal control Account Reconciliations
Nominal Codes on the "Reconcile" tab
Investigating differences through the ledger
Nominal Codes not on the "Reconcile" tab
Nominal code structures
Nominal Code Structure
Standard Expense Codes
Common Transactions
Parts
Workshop
Vehicles
Reconciling Key Balance Sheet Accounts
Reconciling your Accounts
Producing a Filtered Trial Balance
Cash Book
Reconcile
Print
Post
Vehicle Receipt
Sales Ledger Receipt
Purchase Ledger Payment
Nominal Ledger Journal
Cash Book Payment
Vat Return
Status
Current
VAT 100
Backdated Entries
Post Dated Entries
EC Sales Report
Journals Not on Report
Full Report
Margin Report
Deposits
Sales Dept Analysis
HMRC Reports
NV1 - Liability Issues
NV2 - Value Manipulation (Negative Equity)
NV3 - Invoicing - Tax Points
UV1 - Qualifying Vehicles
UV2 - Commercial Vehicles
UV3 - Qualifying Vehicle Transfers
UV4 - Value Manipulation (Negative Equity)
UV5 - Margin VAT Verification
UV6 - Margin VAT Liability
UV7 - Used Vehicle Mileage Query
UV8 - Pre-Registered Vehicles - RFLs & FRFs
UV9 - Invoicing - Tax Points
UV10 - Government Scrappage Scheme
FAQs
Correcting Non Zero Corrections
Understanding and Reconcling Vehicle Accounting Entries
VAT Treatment of Vehicles Purchased at Auction
Hire System
Asset Management
New Asset
Purchase/Finance
Depreciation/Interest
Maintenance Budget/RFL
Maintenance History
Outstanding Purchase Orders
Income History
Maintenance Requirements
Recharges
Disposal Details
Search
Create P/O
Outstanding P/O
Post Maintenance Invoice
RFL Expirations
Post Amount
Reports
Terminations
Maintenance Required
Locate Vehicle
Schedules Report
Contract Management
Customer
Create Contract
Summary
Vehicles
Invoices
Search Contract
Invoicing
Monthly Accounting
Accounting Schedule
Rental System
Create Agreement
Search
View Diary
Agreement Processing
Summary
Drivers
Insurance
Payments
Notes
History
Confirm Booking
Hire
Invoice
Print Agreement
Cancel Appointment
"Flexi" Rentals
Setup
Licence Update
Insurance Company
Rates Tables
Loans and Transfers
Loan Vehicle
Transferring Vehicle to another branch
Reports
Till Reconciliation
Locate Vehicle
Utilisation Report
Invoice Report
Sales Report
Interfaces
Renault
BVM Type Code and Fabrication Lookup
ICM Interface
Renault MCS Symptom Checking Interface
Renault Labour Times Guide
Warranty Costing
Volkswagen
Volkswagen Parameters
New Vehicle System
Migration Guide to NVS - Vehicles
Import NVS Vehicle Price File
Creating a Vehicle using an SLI Order No
Posting a Vehicle Consignment Note
Reviewing and Posting Unposted Consignment Notes
Parts Pack Note Processing
Volkswagen Service Events
Fiat - Lead Management System
Processing of Leads & Dispositions
AutoVHC
AutoVHC Interface
Importing Jobs from Navigator
Parts Costing
Labour Costing
Authorise Work
Booking parts to the job
Job Lines/Labour Costs Transferred
FAQs
Hyundai
Parts Stock File
Utilities
Copy Document
Navigator Scanning Utility
How to Scan an Item
How to retrieve a Scanned Item
Setup
Attendance Report
Workstation Setup
Staff Records
Form Designer
Email Template
Change logo depending on Make of Vehicle
Branch Setup
General Setup
Developers API Guide
Introduction
Online Service Booking
Web Designer Guide
Advanced Application Interface Contents
Online CSI
Web Designers Guide
Overview of CSI Link
Vehicle Web Services
Simple Reporting Service
I-Navigator
I-Navigator Ipad Setup
I-Navigator Functionality
I-Navigator Andriod Setup
I-Navigator Functionality
Valeting System
Web Portal - Valeters System
Request Valet
View WIP
Amend Booking Date
Amend Job Details
Authorise
Users
Navigator - Valeters System
Valeters Toolkit
New Job
Clock
Technicians Clock In
Clock onto a Valet
Complete a Valet
Mark a Valet as Awaiting Restart
Technicians Clock Out
Work Done Report
Valters Head Office
Unbilled Authorisations
Post an Invoice
Clock Card
Clock Card Report
Import & Verify
Jobs List
Technicians Work
Customer Setup
Branch
Departments
Jobs
Logins
Defaults Makes
Staff Records
Basic Details
Leaving Details
Privileges
Technician Setup