Your Dealership is able to add a new Loan by clicking on 'All Loan Cars' and '+New Loan'.
Once you have selected +New Loan you will need to complete the form.
Complete the Primary Drivers Details. (If the driver is a staff member, choose that staff member | To find out how to add a staff member click here.)
Add the Insurance excess after reading the terms and conditions. Then enter your loan dates.
Once these 2 fields are completed, the driver will be able to sign. You can have your driver sign at the dealership, or request their signature via SMS or Email.
Select your Loan Car Vehicle and enter the loan details, KM's, Conditions and any images.
(To see how to add a Loan car, click here.)
Have the assignee sign and add any comments you wish (Comments not mandatory).
From here you will be able to cancel, save (to return to later), print or Start Loan.
After clicking 'Start Loan' you will see the vehicle on loan with the status of 'Loaned'
At the time that the Loan Vehicle is due back to the Dealership, the status will turn to 'Overdue'.
To open the Loan, click on the loan and then the loan details.
Complete the following sections within the Loan.
Drivers in Signature | |
Loan in Details (KM's) | |
Assignee in Signature |
Once you have hit 'End Loan' your vehicle will appear back at an Available status.
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