Creating a Used Equipment Evaluation

The used equipment evaluation system was designed as a tool to assist in the process of evaluating used equipment that is being traded in as part of a prospective deal, and allows you the ability to assess your own inventory list.

The sections and steps that will be used during the inspection of a unit must first be configured by setting up Group Codes in IntelliDealer. A Group Code is then associated to a unit in the equipment system.

You can control the order of the sections and the steps within the section. By default, each step has a default set of ratings that a user can select from (very good, good, average, fair, poor, and N/A). You must identify which users will be involved in the evaluation process. They are identified in one of seven possible roles within the dealership (this is maintained through Administration Settings - Users):

• Sales Representative

• Used Equipment Manager

• Service Representative

• Branch Manager

• Sales Manager

• National Accounts Sales Representative

• Store Equipment Manager

There are two ways to set the system to notify the next evaluator or supervisor in the process when an evaluation falls within their area of responsibility:

• E-mail

• IntelliDealer message

1. From any IntelliDealer screen, click on the Product Support tab.
   The Product Support Quick Links screen will appear.

   

   Product Support Quick Links screen

2. From the Equipment list, click the Used Evaluations link.
   The Used Evaluations screen will appear.

   

   Used Evaluations screen

3. On the Used Evaluations screen, select the Need to create a new equipment evaluation request? Click here to add link.
   The Add Evaluation Request screen will appear.

   

   Add Evaluation Request screen

4. On the Add Evaluation Request screen, add the Stock Number if the piece of equipment you are inspecting is an item currently in your stock.
   - or -
   Enter the Machine Serial Number, Base Number, and Group Code for the equipment.

5. Select the evaluation Type (Prospective Deal or Stock Inspection Only).

6. Click the Save button to continue.
   The General tab will appear.

   

   General Tab

7. On the General tab, enter all necessary machine evaluation information in the available fields.

8. Select the desired tab to enter additional lists of equipment features (Features), record your overall evaluation (Inspection), make any notes about the equipment (Memos) and add multimedia links (Multimedia).

9. Once you have entered all of the available information about the equipment being evaluated, you can complete your work using one of the following buttons:

   Note:  Not all buttons will be available to all users, depending on security access related to their role in the used equipment evaluation process.

   To:	Do This:
   Save your work, but not route the evaluation to the next person involved in the evaluation process.	Click the Save button.
   Accept the evaluation and be prompted to set an expiry date (option not always available).	Click the Accept button.
   Return the evaluation to the salesperson for re-evaluation (option not always available).	Click the Reject button.
   For salespeople: Submit the evaluation to the Used Equipment Manager/Branch Manager. -Or- For service representatives: Return the evaluation to the person who requested the service department review.	Click the Submit button.
   Remove this evaluation from the system.	Click the Delete button.
   Print the current evaluation, with or without the General, Features, or Inspection tabs of the evaluation.	Click the Print button.
   Close the open evaluation and return to the main Used Evaluations screen.	Click the Close button.
   Reset the evaluation status to pending, or equivalent, and remove the Used Equipment Manager's name from the evaluation.	Click the Unassign button.