PDI (Pre-Delivery Inspection) Process
HINDI VIDEO TUTORIAL :- How to create PDI (Pre-Delivery Inspection) Process
PDI (Pre-Delivery Inspection) Process
EV Service Workshop
Standard Operating Procedure for Dealers
PDI (Pre-Delivery Inspection) Process
EV Service Workshop
Standard Operating Procedure for Dealers
Introduction to PDI
Introduction to PDI
What is PDI?
Pre-Delivery Inspection (PDI) is a mandatory quality check performed on every
vehicle before it is handed over to the customer. It ensures that the vehicle
meets all safety, performance, and cosmetic standards set by the manufacturer.
Why is PDI Important?
Ensures every vehicle delivered is in perfect condition
Prevents post-delivery complaints and costly rework
Builds customer trust and satisfaction from the first interaction
Maintains dealer reputation and reduces warranty claims
Business Impact
A thorough PDI process directly improves vehicle quality, enhances customer
satisfaction scores, and reduces dealership service costs. It is a critical
step in the delivery workflow.
OBJECTIVE / PURPOSE
OBJECTIVE / PURPOSE
Purpose of This SOP
To provide a clear, step-by-step guide for performing Pre-Delivery Inspections
using the EV Service Workshop module in Excellon 5.5. This document
standardizes the PDI process across all dealer locations.
Scope – Who Should Use This SOP?
Service Advisors – responsible for initiating PDI Job Cards
Technicians / Mechanics – assigned to perform inspection tasks
Dealer Managers – for supervision and quality oversight
Workshop Staff – involved in parts, checklist, and documentation
Applicability
This SOP applies to all authorized EV dealers using Excellon 5.5 for service
workshop operations across India.
EV Service Workshop – System Overview
EV Service Workshop – System Overview
About the Module
The EV Service Workshop module in Excellon 5.5 is a centralized service
management system where dealers can create and track all service-related
transactions.
Key Modules
Job Card
PDI (Pre-Delivery Inspection)
Service Estimate
Service Booking
Spare Requisition
Spare Issue
Issue Return
Key Benefits
Centralized tracking of all service activities
Complete vehicle service history by chassis number
PAN India dealer network with customer-filtered vehicle search
Real-time status updates and progress tracking
Automated date/time stamps for accountability
Service Flow Options
Start with a Booking
Start with a Service Estimate
Direct Job Card (walk-in customers)
PDI Job Card Overview
PDI Job Card Overview
What is a PDI Job Card?
A PDI Job Card is a digital record created in the system for every vehicle
received from the OEM. It tracks the entire pre-delivery inspection workflow
from start to completion.
When is it Created?
When a new vehicle is received from the OEM at the dealership
Before the vehicle is made available for sale to customers
As a mandatory step in the delivery preparation process
Key Fields in the PDI Job Card
Vehicle details, Branch, KM Reading, Repair Type
Service Advisor, Mechanic, Bay assignment
Service Name, SAC, Rate, Status
Supplier, Quantity, Amount (for parts)
Note: Start/End date times are auto-populated once the mechanic is assigned and
completes the wor
Slide 6
Navigation Path:
Electric Vehicle → Service → Workshop → PDI Job Card
Instructions:
Open Excellon 5.5 and log in
Click on Electric Vehicle in the main menu
Expand Service, then Workshop
Select EV PDI Job Cards
Navigation Steps
Step-by-step guide to accessing and
creating a PDI Job Card
Step 2: Click New to Create PDI Job Card
Step 2: Click New to Create PDI Job Card
Instructions:
On the PDI Job Card screen, locate the toolbar at the top
Click the “New” button to open a blank PDI form
A new Job Card will be generated with a unique ID
See screenshot for reference →
Detailed Process Flow
Detailed Process Flow
From Job Card creation to inspection
completion – a comprehensive walkthrough
Create and Fill Job Card Details
Create and Fill Job Card Details
Step 3: Fill Mandatory Details
After clicking New, a blank PDI Job Card form opens. Fill in the following
mandatory fields:
Vehicle: Select the vehicle from the dropdown (filtered by customer/branch)
Branch: Auto-populated based on login; verify it is correct
KM Reading: Enter current odometer reading (typically 0 or minimal for new
vehicles)
Repair Type: Select PDI as the repair type
Service Advisor: Assign the responsible service advisor
Step 4: Assign Mechanic
Select the mechanic who will perform the PDI inspection
Assign the service bay where the inspection will be conducted
Start/End date and time will auto-populate upon task completion
⚠ Warning: All mandatory fields must be
filled before saving. Incomplete forms cannot be submitted.
Add Services and Parts
Add Services and Parts
Step 5: Add Services
In the Services tab, add the required PDI service items
Select the Service Name from the dropdown list
SAC code and Rate will auto-populate based on the service selected
Verify the service details before proceeding
Step 6: Add Parts (If Required)
Navigate to the Part Details tab if any parts are needed during PDI
Select the part from the inventory list
Enter the quantity required accurately
Verify supplier information, cost, and amount fields
⚠ Important: Ensure part quantity and cost entries are accurate. Incorrect
entries affect inventory and billing.
Checklist and Inspection
Checklist and Inspection
Overview of the Part Details and IB Recall
tabs within the PDI Job Card, including all required inspection fields and
checklist items.
Part Details Section
Part Details Section
When to Use:
Add part details only if replacement parts are needed during PDI
Steps:
Navigate to the Part Details tab
Enter the part number and description
Specify the quantity required
Confirm and save the part details
Complete Checklist and Save
Complete Checklist and Save
Instructions:
Review each checklist item carefully
Mark each inspection point as Pass or Fail
Add remarks for any failed items
Click Save to submit the completed PDI Job Card
Ensure all mandatory fields are completed before saving.
Common Mistakes to Avoid
Common Mistakes to Avoid
Mistake 1: Skipping checklist items and
marking PDI as complete
Impact: Undetected issues lead to
customer complaints and warranty claims
Mistake 2: Entering incorrect KM reading or vehicle details
Impact: Corrupted service history
and inaccurate records
Mistake 3: Not saving the Job Card before closing the browser/session
Impact: All entered data is lost and
must be re-entered
Mistake 4: Adding wrong parts or incorrect quantities in Part Details
Impact: Inventory mismatch and
billing errors
Mistake 5: Leaving Job Card open after PDI completion
Impact: Vehicle status remains
incomplete in the system, delaying sales readiness
⚠ Avoiding these mistakes is critical for
maintaining data integrity and customer satisfaction.
Conclusion
Conclusion
Process Summary
The PDI (Pre-Delivery Inspection) process is a critical quality gate that
ensures every vehicle leaving the dealership meets the highest standards.
Following this SOP consistently will:
Guarantee vehicle quality and readiness for customers
Reduce post-delivery complaints and rework
Maintain accurate service records in the Excellon 5.5 system
Improve customer satisfaction and dealer reputation
Ensure compliance with manufacturer guidelines
Key Reminder
Every PDI Job Card must be completed accurately and closed properly in the
system. A well-executed PDI process is the foundation of a successful vehicle
delivery experience.
For questions or support, contact your Excellon 5.5 system administrator or
regional service manager.
Quality starts with PDI – follow this SOP
to deliver excellence every time.
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