Asset Setups
The Asset Setups menu allows users to configure and manage asset-related add-ons within the system. It includes two key sub-menu options: Add-On Category and OEM Add-Ons. Add-On Category organizes asset options by recording and managing categories that classify various features or components. OEM Add-Ons tracks original equipment manufacturer (OEM) parts, which are identical to the parts installed on a vehicle when it was originally built. Together, these ensure that assets and their components are well-organized and easily accessible for smooth system management.
Asset Setups
Add-On Category
Add-On Categories refers to the classification of various optional features or accessories that can be added to an asset. These categories help streamline the organization and management of add-ons like interior design elements, alloy wheels, maintenance packages and protection plans. By grouping these add-ons into categories, users can efficiently navigate and select the appropriate enhancements for an asset, ensuring a structured and organized approach to managing available features. The Add-On Categories tab records and manages these classifications within the system, displaying columns for Code, Description and Status to ensure accurate tracking and easy access to all add-on categories.
Add New Add-On Category
To manage add-on categories, follow these steps:
- Add New Add-On Category: Click the “Add New Add-On Category” button to create a new add-on category.
- Input Code: Enter a unique code that represents the specific add-on category. This code serves as a reference for the category and is used throughout the system where applicable.
- Input Description: Provide a description of the add-on category. Examples of add-on categories include interior design, alloy wheels, maintenance and protection.
- Select Status: Choose the status for the add-on category. Records with an Enabled status will be available for further use, while records with a Disabled status will be restricted from future use.
- View and Manage Existing Add-on Categories: Existing add-on categories are displayed in a table format. A search bar is provided at the top of each column to filter records based on search criteria. An ellipsis menu on the right side of each record allows users to Edit or Delete the respective add-on category.
Add-on Category
OEM Add-Ons
OEM (Original Equipment Manufacturer) Add-Ons refer to additional features or accessories provided by the original manufacturer of an asset. These add-Ons may include technological upgrades, aesthetic enhancements or performance improvements. OEM add-ons are typically available during the initial purchase or as aftermarket additions and are specific to the manufacturer’s products, ensuring compatibility and quality. In this section, users can record and manage OEM aad-on, which will also be available when configuring Dealer Add-Ons under Dealer Configurations. The window includes columns for Product Name, Description, Category, Status, Supplier, Part No., Installation Mode, Compatible Assets, Price and RV on Option, ensuring detailed tracking and management of OEM add-Ons.
Add New OEM Add-Ons
To manage OEM Add-Ons, follow these steps:
- Add New OEM Add-Ons: Click the Add New OEM Add-Ons button to add a new OEM add-On to the system.
- Product Name: Enter the name of the product manufactured by the OEM that can be used in another company’s asset. For example, a security alarm made by Company A can be installed in a car produced by Company XYZ.
- Description: Provide a detailed description of the product, outlining its features and specifications. For example, describe the security alarm’s capabilities and technical details.
- Category: Select the category under which the OEM add-ons falls. This dropdown is populated with add-ons defined under the Add-On Category tab. For example, a security alarm may be categorized under “Security Systems.”
- Status: Select whether the OEM add-on is Enabled or Disabled. Enabled add-ons will be available for further use, while disabled add-ons will be restricted from future use.
- Supplier: Input the name of the supplier for the OEM add-on.
- Part No.: (Optional) Enter the part number for the OEM add-on. This helps in tracking and referencing the specific part.
- Installation Mode: Choose whether the OEM add-on is Pre-Installed or Optional from the dropdown menu.
- Compatible Assets: Select from the list of compatible assets (models or trims) that can use the OEM add-on. This dropdown is populated with assets defined under the Asset Catalogue in the Programs Setup within the Company Configuration menu. For instance, the security alarm may be compatible with specific vehicle models (e.g., Model X, Y, Z).
- Price: Enter the price of the OEM add-on.
- RV on Add-On: Input the residual value (RV) for the OEM add-on, which can impact the asset’s future valuation.
- Upload File/Video/Brochure URL: Users can upload a file, add a video URL or provide a brochure URL to supplement the OEM add-on with relevant resources such as product documentation, promotional material or installation guides.
- Manage Existing OEM Add-Ons: Existing OEM options are displayed in a tabular format. A Search Bar is available at the top of each column to filter records based on search criteria. An ellipsis menu next to each record allows users to Edit or Delete the respective OEM add-on.
OEM Add-Ons