Fleet Sale Ticket

1. Open eLube software

2. Select Home tab

3. Select New Ticket Wizard

a. Select search filter from drop-down menu

b. Enter customer search criteria

c. Click on binoculars to conduct search

d. From search results, select This Customer This Vehicle, New Customer, This Customer New Vehicle, This Vehicle New Customer

i. If New Customer selected

1. Customer /Driver (Adding) window displays

a. Enter name and any other required information

b. Save (F5)

2. Sale Wizard (Vehicle)window displays

a. Enter vehicle information

b. Save (F5)

e. Enter password, if prompted

f. New Sale Wizard window displays

i. Enter Vehicle Odometer and other required fields (PO Number, Authorization Code, etc.)

ii. Next (F5)

g. Add service, or other sales item(s)

h. Next (F5)

4. Click on Checkout (F10) button a. If set to charge to account, This Account is permitted to charge on Account displays on Checkout page

5. Click on Checkout (F10) button to complete sale