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