Customer Manager

📌 Requirements and Location

• Location in SIMA: Side menu > Control > Customer manager.
• Required permissions: Advisor or Logistics profile. The option must be enabled in the application.

🛠️ Step by Step

1. Open Customer manager from the side menu.
2. Review the summary of waiting, arrived, and receiving vehicles.
3. Select the tab With appointment or Without appointment to locate the vehicle.
4. If you need to narrow down the list, type in the search bar. You can search by license plate, make, model, color, customer or depositor, advisor, appointment time, and location when available. Use the icon to clear the search and display the results again.
5. Open the actions menu of the vehicle's row:
6. • With appointment and not yet arrived: select Register arrivalWith appointment and already arrived, but not yet in reception:
   • select Cancel arrival if you need to correct the log.Without appointment:
   • select Discard to remove the vehicle from the list. This action requires the vehicle to have a VIN.

Actions are applied upon selecting them; there is no additional confirmation step. The list updates after the operation. If the connection is active, it is indicated as Live and new vehicle notifications can update the list automatically. You can also use the refresh button.

Result: Upon registering an arrival, the vehicle displays the arrival time and the status Arrived . Upon cancelling the arrival, it stops appearing as arrived. Upon discarding a vehicle without an appointment, it is removed from the pending list.

❓ Frequently Asked Questions and Troubleshooting

• How can I find a specific vehicle?
  Search by license plate, make, model, color, customer or bailee, advisor, appointment time, or available location. Also check the tabs With appointment, and Without appointment; you can clear the text from the search box to recover all results.
• How do I register that a vehicle has arrived?
  On the tab With appointment, open the vehicle's actions menu and select Register arrival. The option is only available if the vehicle is not yet listed as arrived.
• Can I correct an arrival registered by mistake?
  Yes. Before the vehicle moves to reception, open its actions and select Cancel arrival. Once it shows In reception, the screen no longer offers actions for that row.
• Why can't I discard a vehicle without an appointment?
  To enable Discard, the vehicle must have a VIN. If it does not appear available, check if the data is entered; vehicles with appointments are not discarded using this action.
• Why doesn't the vehicle I'm looking for appear?
  Check that you are on the correct tab, clear the search text, and refresh the list. The screen displays the vehicles associated with the assigned workshop; if it still does not appear, consult with the person in charge of your access or the workshop.
• What should I do if an error appears when loading or updating?
  If the message indicates that the appointment or vehicle is no longer available, refresh the list to load current data. If you cannot load the list or the error continues, try again and contact support.

🔗 Related Modules

• Appointments and orders: Vehicles with an appointment display appointment information and allow access to the related order when available.
• Workshop reception: The arrival log allows tracking the vehicle's progress until it appears in reception.
• Logistics and mobility: The list can show vehicles without an appointment and associated services, such as a taxi or replacement vehicle.