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Edit Customer and/or and Vehicle Details Journey

1. Vehicle Details
2. Customer Information

In case you need The Customer and Vehicle Journey section provides comprehensive details about the CBA process and opportunity to edit customer’s details, find or delete the customer via search function information.

Image: Customer and click the requested customer.
The “ Journey ” page will be displayed. Check what information is missing in the customer's or vehicle's Journey or select requested section: Vehicle journey

A: In the Customer Journey section, CBA displays the following information:

1. Customer Progress Status - describing in which part of the Journey the customer is and indicating if any issues arise:

- In progress
- Failed
- Complete

2. Information Update Notice - will be displayed if customer information can no longer be updated:

(i) This information cannot be updated — the customer has an account in GroupID

3. Details - provides basic information about the customer

- Full Name
- Email
- Phone Number
- Country
- Language

4. Journey - shows steps of the customer journey and its status. Completed steps always have black status bullet points.

Journey Steps:
- Škoda Account
- Mobile App

Note: If customer has not completed required step, a reminder email can be sent manually.
5. Edit and Delete Options

Edit Icon: Indicates the option to edit customer details (though currently disabled because journey is completed).

- It is also possible to edit individual customer information items if the edit icon is enabled (e.g. Edit Phone Number)

Uneditable items: e-mail. A new record has to be created if the email was entered incorrectly.

Delete Icon: Indicates the option to delete customer.



B: In the Vehicle Journey section, CBA displays the following information:

1. Vehicle Progress Status - describing in which part of the Journey the vehicle is and indicating if any issues arise:

- In progress
- Failed
- Complete

2. Production Status - The Vehicle Journey also displays the various production statuses of the vehicle, referred to as checkpoints.
- Contract between customer and dealer
- Entry flexible funnel of change
- Start bodyshop
- CP8
- Dispatch from production plant
- Arrival at the delivery destination/end depot
- Dispatch from the delivery destination/end depot
- Entry dealer, transfer of responsibility dealer
- Delivery to customer

3. Add new vehicle - enables multiple vehicle function. Allows to set a customer as primary user for more than one car.

In the details, there is a possibility “to Add new vehicle”. New window with information about vehicle is opened.

Add new vehicle –> Enter VIN Number, Commission Number or Order Number –> Select Preferred Service Partner -> Select Consent Verification for this vehicle –> Press "Add new vehicle"

To be able to continue with automated CBA process for this new vehicle, consent has to be granted as for any other vehicle.
4. Multiple vehicle journey - each car has its own journey that can be desplayed in more details

5. Details - provides basic information about the vehicle

- Vehicle type (Production, Stock, Used)
- VIN
- Commission number
- Order number
- Date delivered to importer
- Preferred Service Partner
- Salesperson
- Consents

5.1 Vehicle Type - it is very important to describe how vehicle type is generated by CBA. More details can be found on diagram:

6. Journey - shows steps of the vehicle journey and its status. Completed steps always have black status bullet points. Red bullet points indicate the issue.

Journey Steps:
- Consent
- Commission Number complete
- VIN complete
- Vehicle Activation Status
- Service Scheduling Activation

Note: If consent is not provided yet, you can manually send a reminder email.
7. Edit and Delete Options

Edit Icon: Indicates the option to edit vehicle information, if the edit icon is enabled (e.g. Preferred Service Partner)

Uneditable items:
- VIN (if any VIN exists on the record)
- Commission Number (If any VIN or Commission Number exist on the record)
- Order Number (If any VIN or Commission Number exist on the record)
- Sales Person

Always editable:
- Preferred Service Partner (please note that in this case a new consent will be sent to customer if PSP was not selected previously)

Delete Icon: Indicates the option to delete vehicle.