HINDI VIDEO TUTORIAL:- EV Demo Vehicle Issue Document
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
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.
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.