The Rules Reports give you a quick view of the menus and vehicles affected by a rule that you have created. Note: Only the vehicle and menu attributes are taken into account on the Rules Report--other attributes may not be considered.
Only QuoteLink administrators can access this function.
To view the Rules Report:
- Click the Menu Manager tab.
- The List Rules tab will show all the rules that have been created by your dealership. Click the Edit Rule Basics icon (
) for the rule you wish to update.
- Click the Rules Reports tab.
- The rules report will automatically be run for the current rule. The following information will display on the report:
- Menus Affected: This shows all of the menus that will be affected by the rule and gives an estimated percentage of the total menu population affected for that market and brand. Click details to display the details of the job in question, part information, and labour information.
- Vehicles Affected: This shows all of the vehicles that will be affected by the rule and gives an estimated percentage of the total vehicle population affected for that market and brand.
- New/Changed Menus: If a previously affected menu has been changed since the creation of the rule, it will be listed in this window. To see the details of the job, click details.
- Vehicles Affected (new/changed menus): If the previously affected list of vehicles has changed since the creation of the rule, vehicle data will be listed in this window. To see the details of the job, click details.
KB Article #5104