Advanced Enterprise Technologies, Inc.
Table of Contents

Add Vehicle that is Financed 2

This section covers the process for adding a vehicle that is financed and gives you the option of using a finance company that has already been entered into Quadra or adding a new one.

Add a Vehicle

General Information

Ownership Information

Garage Information

Additional Information

User-Defined Fields

Adding a Vehicle with a New Finance Company

Learn more about adding a vehicle that is owned or leased.

 

Add a Vehicle

  1. Open the Vehicles module of the account you plan to edit.
  2. Click Add Vehicle.

  3. Fill out the information for each of the tabs.  You also have the option to view sections as expanding groups.

 

 

 There are two modes available to view sections for assets, projects, and leases when adding, editing, or viewing details: Tabs and Expanding Groups. Tabs are shown by default.  Read more about viewing sections.

 

Add General Information

  1. Type in the vehicle's VIN (Vehicle Identification Number).
  2. Select Decode VIN. The information for the vehicle will fill in automatically. 
  3. Enter a number for Original Capacity.
  4. Select a Date Effective.
  5. Continue to the next section.

Add Ownership Information

  1. Select a Registered Owner from the drop-down menu or add a new registered owner.
  2. Under Ownership Type, select Financed.
  3. Select a Finance Company from the drop-down menu.
  4. Type in an Effective Date.
  5. Type in an Expiration Date.
  6. Type in a Description.
  7. Type in a Contract Number.
  8. Continue to the next section.

Add Garage Information

  1. Type in the Zip Code, then click Lookup Zip Code. The City and State will appear automatically.
  2. Continue to the next section.

 

Add Additional Information

  1. Type in the Title Number.
  2. Type in the Original Cost New.
  3. Type in the Plate Number, which is the license plate number provided upon registering the vehicle.
  4. Select the Vehicle Color.
  5. Type in the Client Auto ID, which is the registered owner's issued license number.
  6. Select the Transportation Usage.
  7. Select the Vehicle Safety Classification.
  8. Type in the Modification Description for any modifications or alterations made to the vehicle.
  9. Continue to the User-Defined section, as needed.

 

Add User-Defined Fields

  1. Make selections according to the user-defined fields specific to your company.
  2. Select Add Vehicle.

 

 

 

Once you select Leased or Financed, the Ownership & Financing options will change allowing you to enter in the relevant  information.

 

Adding a Vehicle with a New Finance Company

While adding a new vehicle, you can also add a finance company that is not already listed. 

  1. In the Ownership section, in the Finance Company field, select Add Finance Company.  

  2. Fill in the fields within the pop-up window:
    • Type in the Name.
    • Type the street address in the Street 1, Street 2, and Street 3 fields.
    • Type in the Zip Code then click Lookup Zip Code. The City and State will appear automatically.
    • Type in the Phone Number.
    • Type in the Fax Number.
    • Type in the Email.
    • Select Add Finance Company.
  3. The new Finance Company will appear in the field.