deskit | Inventory Process | DMS: CDK
Please note: Below CDK screens below are just examples, dealer screens may be slightly different
AU has the ability to select Vehicle Status and AUN does not
Step 1
All inventory must begin in CDK. deskit cannot create a unit in CDK, only update
Enter basic vehicle information into CDK via AUN or AU
1. Stock Number
2. Inventory Type (n, u demo)
3. VIN (once entered this will populate year, make model)
4. Inventory Account
Step 2
Click YES to send vehicle to CDK service. (this is important so service can search vehicle in DMS)
When in AUN user needs to click F8 – VEH, this is what builds the service vehicle records. If it’s already there, click F8 and make sure the Stock Number field is populated.
Step 3
CDK inventory will transfer into deskit every 15mins.
User can manually transfer vehicles from CDK to deskit one at a time, if required:
1. Open deskit inventory
2. Click on CDK
3. Enter stock number + click Search
Step 4a
In deskit (for dealers not using stockit)
1. Open each vehicle
2. Verify and complete colors, options prices + costs
3. Save
Step 4b (deskit stockit)
In deskit (for dealers using stockit)
(stockit is a tool within deskit that allows the user to upload invoices into deskit automatically completing the stock-in process)
1. Navigate to Invoice tab
2. Select “Upload Invoices”
3. Locate invoice(s) you have downloaded in PDF format from your OEM (cannot be scanned copies)
a. Enter “Stock #” and click “Create A Vehicle”
* If successful you will see “check mark” & “Vehicle Created” message
b. Navigate to Inventory tab in deskit
* Refresh your browser window to see newly stocked in vehicles
c. Open vehicle, verify pricing and add any additional information (odometer, notes etc.)
* OEM vehicle invoice is automatically saved for each unit stocked in.
d. stockit can accept multiple invoices contained in a single PDF
Download PDF of invoice from OEM (this file can contain multiple vehicle invoices)
Notice how all vehicles are separated:
Enter stock numbers for each unit:
Click “create a vehicle” on each unit individually.
Once complete you will notice STATUS = Processed (this vehicle is now loaded in deskit inventory)
Step 5 (deskit postit)
Note: postit is a tool within deskit that populates your Journal 70 entry within CDK
After successfully stocking in vehicle using stockit, postit icon will be visible:
Click postit icon to display your Journal 70 entry created in deskit.
Verify information and click copy text:
Navigate to CDK AGJE, Journal 70 (similar screen to below)
F8 – Expert
Reference = stock#
Paste copied text from stockit into CDK Journal 70
IMPORTANT: Once a vehicle is sold, these steps need to be done in CDK
STEP ONE: Link Customer to Vehicle 1. Go to AUN 2. Enter the stock number and press Enter 3. Select F3 4. Select Save and Enter a New unit 5. Select Yes 6. Select New_Cust 7. Select Registered Owner 8. Enter the customer number 9. F3 and Save the customer 10. In-service date and delivery date need to be added at the bottom of column 1 - we use the posting date 11. Select F3 to exit
STEP TWO: Update the Status in Inventory 1. Go to AU 2. Select New or Used 3. Enter the stock number 4. Enter 2 at the bottom of the screen to go to line 2 5. Change the status to “G” and press enter 6. Enter “.” 7. Enter E to exit the screen |
