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Entering a Trailer Under Customer Account

Posted: Thu May 19, 2016 5:25 am
by sbebenelli
Got a customer who brought in 2 trailer tires for replacement. How do I get this into his account since it's not a vehicle.

I tried entering "trailer" but it appears a year is required to do a custom vehicle.

Re: Entering a Trailer Under Customer Account

Posted: Thu May 19, 2016 5:32 am
by Silky7
There's a couple of options.

1. You can dummy a year for the trailer.

2. You can counter sale the tires to the customer and leave the vehicle blank by hitting New on the vehicle screen.

If you did the mounting, I'd recommend option 1.

Re: Entering a Trailer Under Customer Account

Posted: Thu May 19, 2016 8:16 am
by nickscarcare
I do a lot of trailers or other vehicles, forklifts, atv's, generators, man lifts, etc. that are not in the Mitchell system, so we usually can find the year of a trailer, or as Silky said just enter a dummy year, it will ask if you are making a custom make etc, continue on typing in trailer, you can keep the plate number, GVW record of everything. Then the invoice will have that all included for identification later, or as we do for our fleets, so they know what service was done when to what machine.