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Project Vision

Page Overview

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Vision POS Introduction

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Anatomy of the POS
Anatomy of the POS

Anatomy of the POS

Role: Crew Chief and +

Customer Experience (101)

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CSL Management

CSL Management - Service
CSL Management - Service

CSL Management - Service

Role: Crew Chief and +

Order Management

Sales: End to End Scenario
Sales: End to End Scenario

Sales: End to End Scenario

Role: Sales Apprentice and +

Fleet Customer: Basic Flow and Auto Integrate
Fleet Customer: Basic Flow and Auto Integrate

Fleet Customer: Basic Flow and Auto Integrate

Role: Sales Apprentice and +

ETV: Flow and 2 Customers
ETV: Flow and 2 Customers

ETV: Flow and 2 Customers

Role: Sales Apprentice and +

Customer Management

Modify an Order
Modify an Order

Modify an Order

Role: Sales Apprentice and +

Sales Adjustment
Sales Adjustment

Sales Adjustment

Role: Sales Apprentice and +

Miscellaneous Article
Miscellaneous Article

Miscellaneous Article

Role: Sales Apprentice and +

Creating a Tax Exempt Account
Creating a Tax Exempt Account

Creating a Tax Exempt Account

Role: Sales Apprentice and +

AOR Expectations (102)

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Return for Service
Return for Service

Return for Service

Role: Assistant Manager and +

Vouchers
Vouchers

Vouchers

Role: Senior Assistant Manager and +

Managing Parked List
Managing Parked List

Managing Parked List

Role: Senior Assistant Manager and +

Order Management: Appts / Open Orders / BOPIS Orders
Order Management: Appts / Open Orders / BOPIS Orders

Order Management: Appts / Open Orders / BOPIS Orders

Role: Assistant Manager and +

EOD Procedures
EOD Procedures

EOD Procedures

Role: Senior Assistant Manager and +

Refunds and Voids
Refunds and Voids

Refunds and Voids

Role: Senior Assistant Manager and +

Buddy Store Visits

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Supporting Content

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Schedules

GR12 Calendar

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GR13 Calendar

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GR14 Calendar

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Buddy Store Activity List

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Final Cutover Activities

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Wednesday

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Thursday

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Friday

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Saturday

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Sunday

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Monday

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Support and Self-Service

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Support Flow

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Support Flow v4

Self-Service

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Onboarding/Activation Store Contacts

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Store Tracker

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POS Feedback (ServiceNow)

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Quick Reference Guides

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POS Outage

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Customer Engagement Center

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System Updates and Walkthroughs

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Vision Improvement Priorities

Latest Updates

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Archive

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Videos

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Multi-Session

To help manage both in-store and phone sessions more easily, each employee will now be able to launch two POS sessions at a time. 

 

POS Update: Feedback Improvements 1 Communication

Employee ID at Checkout and Reporting Updates

This Vision IAM video highlights the Employee ID entry change to help improve the tracking process for individual sales statistics, along with new reporting updates. 
 

Employee ID at Checkout and Earn the Visit Communication

Unfinished Transactions

If a POS outage occurs, the order you are working on will be saved in your Unfinished Transactions. Take a look at how you can navigate these.

Switch User and Login Updates

The  “Switch User” button allows employees to log on to any Net Station at any time, ensuring their personal VDI, transactions, and sales credit follows them across all computers.

Customer History

The History screen will now display all vehicles listed under the selected B2C and B2B customer. 

 

And the new “See Next/Previous Set of History” buttons will allow employees to navigate through all vehicle history in increments of 3 years (B2C) and 30 days (B2B).