9.1.a Auto Import Car Stock Data (Auto Extraction Required)
In this section we will Field Service Expectation for Technicians and Managers
1.
2.
3. Include or Exclude in Data Import - This selection allow the user to Include or Exclude Territories and/or Rep ID(s) from the Pivot Import
Important Note: Leaving the selections blank will permit all territories / Rep ID's present in the data to be imported (Recommended)
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Include Territories - Include Devices Associated to Territory Names from the Territory Data Import
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Include Tech ID. - Include Devices Associated to these Rep ID's from the Territory Data Import
4. Once filters are set, Hit Next
5. Delete ALL Toner included in the the Part Description list then hit Save
6.
7. Select Okay to start processing
NOTE: This process will take a few minutes
9. When Pivot has completed Car Stocks you will receive a completion notification email
