• Navigator
    • Navigator Introduction
    • Navigator Revision History
      • V2.1 Revision History
        • The User Interface
        • Detailed Change List
        • Documentation updates
        • Making Tax Digital
    • Accessing Navigator
      • Downloading Navigator
        • Uninstalling Navigator
      • Logging into Navigator
        • Creating an Icon
        • Logging in Errors
    • Sales 360
      • Sales 360 Overview Video
      • Creating a Sales Enquiry
      • The Sales Enquiry
      • Assigning a Sales Enquiry to another member of staff
    • Sales Managers Toolkit
      • Enquiry Manager
        • Enquiry Statistics
        • CRM Performance
      • Today
      • View Enquiry
        • Creating a Quotation
          • Raising an Order
      • Closing an Enquiry
      • Create Enquiry
        • General Details
        • Customer Details
        • Contact & Follow Up History
        • Vehicle Required
          • Vehicle from Stock List
          • Vehicle from Price List
        • Information
        • Part Exchange
          • Quick Appraisal
          • Full Appraisal
            • Details - Owner
            • Details - Vehicle
            • Details - Options
            • Valuation
            • Condition - Measurements
            • Condition - Miscellaneous
            • Condition - Eco
            • Condition - Visual Inspection
            • Condition - Details
          • Additional Part Exchange
        • Record Customer Contact
      • Quotations
        • Create a Quotation
      • View
      • Enquiry Analysis
      • Showroom Log
      • Reports
        • Handover Diary
        • Debtors List
        • Profit Report
        • Pipeline Profit
        • Sales League
        • Order Book
        • Quotations
        • Enquiry Analysis
        • Showroom Log
        • Canceled Orders
        • Stock List
        • Aged Stock List
        • Incoming Part Exchanges
        • Prep Report
        • PX Enquiry Report
    • New Vehicle Administrators Toolkit
      • Adding a New Vehicle
      • Adding a Used Vehicle
      • Stock Record
        • Processing
          • Creating Workshop Request
          • Closing a Deal
          • Dept - Change Department
          • Update Vehicle Details
          • Details
          • Key Nos
          • Sales Status
            • Accepting Vehicle Into Stock
            • Unaccept a Vehicle from stock
            • Raising a Sales Order
              • Approval 
              • Notes
              • Factory Options
              • Dealer Options
              • Warranty
              • Road Fund Licence
              • Part Exchanges
              • F & I
              • Summary - Detailed Analysis
              • Total Price
              • Vehicle Price
              • Delivery Charge
              • VAT Exempt
              • Receipt Subsidy
              • Customer
              • Vehicle
              • Update Deposit
              • Commission Only
              • Schedule Delivery
            • Cancel a Sales Order
            • Raise Invoice
            • View Invoice
            • Deliver a Vehicle
            • Profit Analysis
            • View Customer
            • Advertise on Website
            • Available for Sale
          • Debtors
            • Post Receipt
              • Posting Commission
              • Posting a Payment
            • Show Receipts
            • Transfer to SL (Commission)
          • Purchase Status
            • Cost Analysis
            • Purchase Order
            • Post Consignment
              • Deconsign a Vehicle
            • Post Purchase
              • Dealer Options
              • Warranty
              • Road Fund Licence
              • Number Plates
              • Fuel
              • Sundry Costs
              • Prep/Cleaning
              • PDI Costs
            • Road Fund Licence
            • Warranty
            • Stock Plan
          • PDI/Prep
            • Create Job
            • Create P/O
            • Assign Costs
            • Service Dates
            • Sales Preparation
          • Service History
          • PX Details
            • Accept PX into Stock
            • Re-print Purchase Order
            • Underwritting Notes
            • Settlement
              • Posting a settlement figure
          • Provenance
          • Images 
            • Attach a document to a Stock Record
            • Attach images to a Stock Record
              • Email an Image (2)
          • Sales
            • Close Deal
              • Cross Branch Selling
            • Credit Invoice
            • Supplementary Invoice
              • Accessories
              • Warranty
              • Road Tax
            • Configure Split Invoice
            • Trade Sale
          • View
            • Statement of Account
            • Appraisal
          • Post
            • Bonus
            • Write Down Vehicle
            • Split/Merge facility
              • Split Facility
              • Merge Facility
          • Purchase
            • Transfer to another Branch
        • Post Purchase Invoice
          • Dealer Options
          • Warranty
          • Road Fund Licence
          • Number Plates
          • Fuel
          • Sundry Costs
          • Prep/Cleaning
          • PDI Costs
        • Supplementary Invoice
          • Accessories
          • Warranty
          • Road Tax
        • Advertising & Image Management
      • Import/Export
        • Import Vehicle Stock 
        • Import Changes
      • Vehicle Parameters
        • Price List
          • Searching for a Vehicle
            • Viewing a Vehicle
              • Colours
              • PCP Residual
              • Factory Options
              • Trims
              • Image & Full Spec
            • Saving Amendments
          • Adding a New Vehicle
            • Saving Amendments
        • Accessories
          • Add/Rename Page
          • Analysis Codes
          • Add/Amend Option
        • Used Specs
        • Warranty
        • RFL
        • Finance Co
          • Rates Table
            • Finance Rates
            • Credit Protection
        • Stock List
        • User Defined
        • Enquiry Manager
          • Enquiry Source
          • User Defined Fields
          • Enquiry Type
          • Quotation Notes
          • Appraisal
        • Bonus
        • Receipt Nominal Codes
        • Vehicle Types
      • FAQs
        • How is the SIV Calculated?
        • Government Grants for Electric Vehicles
        • What do the different Vehicle Statuses mean?
    • Parts Module 
      • E.P.O.S
      • Point of Sale
        • Selling a Part to a Customer
          • Crediting an Invoice
        • Selling a Part to a Customer - Preselection
        • Booking a part to a Sales Vehicle
          • Crediting a Part from a Vehicle
        • Booking a part to a Workshop Job
          • Crediting a Part from Workshop
        • Ordering a Part and taking a deposit - Customer
        • Ordering a Part - Workshop Jobs
        • Searching for a Part
        • Add discount or amend the parts price
        • Delivery Address
        • Order and Reserve Only
        • Transferring a part to another branch
          • Confirming a Parts Transfer
          • Authorising 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
        • Reports
          • Delivery Report
          • PrePick Report
          • View Orders
          • Check Group Stock
        • Quotation
          • Creating a Quotation
          • Retrieving a Quotation
      • 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
    • Retail System
      • Introduction 2
    • Workshop Module 
      • Service Reception
        • Main Screen Display
          • Filter Option
            • My Jobs Only
            • Todays Jobs
            • Awaiting Parts Only
          • Reviewing "Bookings for Approval"
          • Sales Work Report
        • 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
        • Pre Check Report
      • Digital Service Reception
      • Workshop Pre-check and Parts Pre-pick
      • 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
      • FAQ
        • Sub Contract MOT
    • Marketing Module
      • View Customer/Prospect
        • Search for an Existing Customer
        • Customer Record - Vehicle
          • Service/Contract Plan
          • Service Follow Up
          • Authorisation
          • Service Alerts
          • Generic Notes
        • Customer Record - Business
        • Customer Record - Personal
        • Attachments
        • Actions
          • Create Appointment
          • Create Enquiry
        • Profiles
          • Parts/Retail Profile
          • Service Profile
          • Sales Profile
          • Marketing Profile
        • Audit
        • History
        • Create a New Customer
      • Receptionist Toolkit
      • Campaigns
        • Create new campaign
          • Selection Criteria
          • Actions - Processing a Campaign
            • Reporting and Exporting Campaign
            • Creating a Task
            • Removing Customers from a Campaign
          • Deleting a Campaign
      • Marketing Setup
        • Customer User Defined Fields
        • Vehicle User Defined Fields
      • View Customer Contacted List
      • Aftersales Contact Management (ACM)
        • Contact Methods
          • Selected Items - Functionality
          • Processing SMS/Emails
          • Processing Letters
          • Processing Telephone Calls
          • Exception List
        • Reports
      • GDPR
        • Recording Customer Preferences 
        • What happens on May 25th?
        • Navigator and Third Parties
        • Navigator and Consent
        • Marketing and GDPR
        • Auditing and Reporting
        • Data Archiving and Cleansing
        • Frequently Asked Questions
      • Email System
    • Account Module
      • Sales Ledger
        • Enquiry
          • Create a Sales Ledger Account
          • Details
            • View Customer
          • Terms
          • References
          • Transactions
          • Cleared Transactions
          • Notes
          • Unconsolidated Invoices
        • Posting
          • Invoice
          • Receipt
          • Sales > Nominal Journal
          • Consolidated Invoices
          • Import Invoices
          • Importing File in Sage 50 Format
        • Reports
          • Debtors
          • Detailed Debtors
          • Statements
          • Customer List
          • Batch
          • Till Reconciliation
        • Setup
      • Purchase Ledger
        • Enquiry
          • Create a Purchase Ledger Account
          • Details
          • Terms
          • Payment Details
          • Transactions
          • Gani
          • Cleared Transactions
          • Cleared Gani
        • Transactions
          • Post Invoice
          • Payments
        • Reports
          • Creditors
          • Detailed Creditors
          • GANI
          • Supplier List
          • 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
          • Management Accounts Suite
      • Cash Book
        • Reconcile
        • Posting Cash Book Payment
        • 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
        • Making Tax Digital
          • Verifying VAT Setup on Navigator
          • Authorising Navigator for submitting VAT Returns
          • View Obligations
          • Submitting a VAT Return
          • View Liabilities
          • View Vat Payments
        • Northern Ireland - Imports and Exports
        • Postponed VAT Accounting
          • Recording on the VAT Return
      • FAQs
        • Correcting Non Zero Corrections
        • Month and Year End Procedures
        • Labour Cost of Sale
    • 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
      • 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
      • Ford
        • Ford Certificate
        • Ford Microcat
          • Ford Microcat Interface Setup
          • Ford Microcat User Guide
        • FSA Interface
      • Autoexposure Vehicle Web Feed
      • Credit Card Integration
        • Setting Terminal for Integration
        • Linking a Navigator PC to a Credit Card Terminal
        • Processing a Credit Card Transaction 
      • IODATA Interface for Stocking Finance Feed
    • Utilities
      • Copy Document
      • Navigator Scanning Utility
        • How to Scan an Item
        • How to retrieve a Scanned Item
    • Setup
      • Attendance Report
      • Workstation Setup
      • Staff Records
        • Sales Admin Profiles
      • Form Designer
        • Email Template
        • Change logo depending on Make of Vehicle
      • Branch setup
  • Developers Engage 360 Guide
    • Introduction
    • Online Service Booking
      • Web Designer Guide
    • Vehicle Web Services
    • Simple Reporting Service
    • Transactional Web Service
      • Online Sales 360 Enquiry from Web Service
  • Navigator Document Archiving
    • Introduction
    • Setting up Scanner
    • Using the Scanning Station
    • Manually Uploading a Document