Loan car diary

Creating, editing and deleting entries

To access the loan car diary select Service -> Loan cars

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New entry

Double click on desired date and available vehicle. If the vehicle is password protected enter the required password. 

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If you are using the ABit License Scanner you can place the license on the scanner and all details and a copy of the image are extracted and stored.

Edit entry

Double click on an entry to make changes

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Move entry

Move the mouse of an entry until the icon changes into 4 arrows. Hold down the mouse button and move the entry.

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Loan car form

If a Loan Form has been configured in Loan Car Maintenance the form can be printed from the Loan Form button. The Loan Form will fill in the required fields and be displayed in Microsoft Word.

Workstations will require Microsoft Word for this feature to work

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Loan car diary administration

Creating, editing or deleting a loan car

NOTE: Deleting a loan car that has history is not recommended. Set the vehicle to inactive

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Create a new or edit existing vehicle

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Active Is vehicle available in the calendar
Authorization required  To add or edit a booking a password is required The password is specified in system settings loan_car_override

Moving bookings to another vehicle

If you are making a vehicle inactive, use the "Move bookings" option to reassigned bookings to another vehicle.

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Loan car forms

Locate the document that matches the Loan car document drop down name in system documents.

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Use the export and import buttons to obtain the word document and replace it as needed.

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Loan Form Fields (Merge Fields)

The following fields can be placed onto a loan form and data will automatically be merged.

Field name Description
:customer_name: Customer name
:ro_number: Repair Order Number
:customer_license_number: Drivers license number
:customer_license_expiry_date: License expiry date
:car_details: Vehicle Description
:booking_start_date: Booking start date
:booking_end_date: Booking end date
:booking_start_time: Booking start time
:booking_end_time: Booking end time
:car_registration: Vehicle Registration

System settings

System settings related to the loan car diary

Key Description
loan_car_calendar_days Number of days to show on the loan car calendar (eg 5 or 7 days)
loan_car_delete_password The password used to delete an entry
loan_car_override The password use to modify bookings on a vehicle with 

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