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
Create a new or edit existing vehicle
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.
Loan car forms
Locate the document that matches the Loan car document drop down name in system documents.
Use the export and import buttons to obtain the word document and replace it as needed.
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 |