HOW TO CREATE SERVICE ADVISORS

HINDI VIDEO TUTORIAL:-HOW TO CREATE SERVICE ADVISORS

INTRODUCTION

What is a Service Advisor in the System? A Service Advisor is a skilled professional registered in the Excellon DMS who performs repair, maintenance, and inspection tasks on vehicles.

Why This Document is Used: This SOP provides steps to register service technicians and track performance.

Importance: Without proper configuration, work assignment and tracking is not possible.

NAVIGATION

Step 1: Log in to Excellon DMS.
Step 2: Navigate to Global Network Administration > Management > Service > Service Advisor.
Step 3: Open Service Advisor Detail screen.
Step 4: Click New.

Slide 4: CREATE NEW SERVICE ADVISOR ENTRY

Step 1: Click New.
Step 2: Blank form appears.
Step 3: Fill all mandatory fields.

Slide 5: SWITCH SERVICE ADVISOR TO SERVICE ADVISOR DETAILS

BASIC INFORMATION

•Code (Mandatory) :- A unique identifier for the service advisor. This may be auto-generated or manually entered depending on system configuration. Example: MECH-001, MECH-002.

•First Name (Mandatory) :-Enter the service advisor’s first name exactly as it appears on official records.

•Middle Name (Optional):-Enter the middle name if applicable. This field can be left blank.

•Last Name (Mandatory):-Enter the service advisor’s surname / family name.

•Company (Optional):-If the service advisor is employed through a third-party service company, enter the company name here.

ADDRESS AND CONTACT DETAILS

Address lines, City, State, ZIP, Area. Mobile (mandatory), Phone, Email.

CONTACT TYPE

Customer, Supplier, Service Advisor, Sales Person options.

SAVE SERVICE ADVISOR

BEST PRACTICES AND COMMON MISTAKES

•Best Practices

•1. Use proper naming conventions – Enter full legal names to avoid confusion.

•2. Ensure correct contact details – Verify mobile and email before saving.

•3. Add skills for each service advisor – This enables better job-to-technician matching.

•4. Avoid duplicate entries – Always search for existing records before creating new ones.

•5. Upload a photo – Helps with quick identification on the shop floor.

•Common Mistakes to Avoid

•1. Missing mandatory fields – Code, First Name, Last Name, and Mobile are required.

•2. Incorrect mobile number or email – Double-check format and accuracy.

•3. Not clicking Save – Always save after entering data to avoid losing your work.

•4. Skipping skills entry – Without skills, job matching will not work properly.

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