HOW TO CREATE EV Demo Vehicle Issue Document

HOW TO CREATE EV Demo Vehicle Issue Document

HINDI VIDEO TUTORIAL:- EV Demo Vehicle Issue Document



ENGLISH VIDEO TUTORIAL:- EV Demo Vehicle Issue Document



EV Demo Vehicle Issue Document SOP

A Simple Guide for Dealership Users

WHAT IS THIS DOCUMENT?

Purpose
This document is used to issue a vehicle for a test ride.
What It Does
It assigns a specific vehicle (chassis/serial number) to a customer temporarily.
In Short
It links one demo vehicle to one customer for the test ride.


WHY IT IS USED

Track Test Ride Vehicles
Know which vehicle is used for each test ride.

Avoid Misuse or Loss
Prevent vehicles from being misplaced or misused.

Maintain Customer Records
Keep a record of every customer test ride.

Proper Vehicle Control
Make sure the dealership has full control over demo vehicles.


SYSTEM NAVIGATION

EV > VEHICLES > SALES > TEST RIDE > ISSUE DOC

SCREEN OVERVIEW

CLICK 'NEW' TO CREATE ENTRY

CLICK ON NEW TO CREATE  NEW DOCUMENT




CUSTOMER (ISSUED TO)

Branch
Dealer location issuing the vehicle.
Picked By
Employee responsible for the vehicle handover.
Why It Matters
These fields show where and by whom the vehicle is issued.
Customer
Select the customer taking the test ride.
What It Shows
Customer name, address, and KYC status.
Tip
Always confirm KYC before issuing the vehicle.


MODEL DETAILS (VEHICLE SELECTION)

Item – Vehicle model selected for test ride.
Item Name – Model name (example: Saarthi).
Serial No – Unique vehicle number (chassis number).
Component No – Internal system part number.
Cost – Vehicle cost (for reference only).


KEY CONCEPT: SERIAL NUMBER

Unique Vehicle ID
Each test ride vehicle must be uniquely selected.

Correct Tracking
Ensures tracking of the actual physical vehicle.

No Confusion
Avoids mix-up between multiple vehicles on the lot.

Quick Tip
Serial No is the chassis number — always confirm it.




STEP-BY-STEP PROCESS

Step 1 – Click 'New' to start an entry.
Step 2 – Select the Branch.
Step 3 – Enter 'Picked By' (staff name).
Step 4 – Select the Customer.
Step 5 – Select the vehicle (Item + Serial No).
Step 6 – Save the document.

CONCLUSION

What It Does
EV Demo Vehicle Issue ensures proper tracking of test ride vehicles.
Why It Matters
Important for control and accountability at the dealership.
In Short
A simple but powerful tool for managing daily test rides.


    • Related Articles

    • EV SPARE ISSUE REQUESTION,ISSUE ,ISSUE RETURN

      Hindi Video Tutorial - EV SPARE ISSUE REQUESTION,ISSUE ,ISSUE RETURN <br><br> EV Spares Issue Standard Operating Procedures — Spares Management EV Spares Issue Standard Operating Procedures — Spares Management NAVIGATION ELECTRIC ...
    • EV Vehicle Purchase Requisition

      HINDI VIDEO TUTORIAL :- EV Vehicle Purchase Requisition EV Purchase Requisition OBJECTIVE / PURPOSE Purpose of this SOP: To understand the process of creating the EV Purchase Requisition. EV Purchase Requisition is used to place a purchase request to ...
    • EV Vehicle Purchase Order

      HINDI VIDEO TUTORIAL:-EV Vehicle Purchase Order Dealer Purchase Order OVERVIEW Dealer Purchase Order - An EV Purchase Order (EV PO) is the official order created by a dealership to purchase electric vehicles from a supplier or OEM (Original Equipment ...
    • EV Vehicle Stock Adjustment

      HINDI VIDEO TUTORIAL:-EV Vehicle Stock Adjustment EV Vehicle Stock Adjustment Process Introduction Vehicle Stock Adjustment is the process used to correct vehicle stock records in the Dealer Management System (DMS). It helps dealership users update ...
    • EV Vehicle Purchase GRN

      HINDI VIDEO TUTORIAL:- How To Create EV Purchase GRN EV Purchase Invoice/GRN OVERVIEW EV Purchase GRN typically means Electric Vehicle Purchase Goods Receipt Note (GRN). A GRN (Goods Receipt Note) is the document created when a purchased item is ...