Write Up Accessories Lists

Write Up Accessories Lists

In 20.11.1 it's now possible to create pre-loaded lists of Accessories for your Write Up Forms.  The new functionality includes;
  1. A settings screen to add, manage and delete new Write Up Accessories
  2. The ability to bulk upload and Manage accessories
  3. The ability to add your pre-loaded accessories to a Write Up Form

1. Setting Up Write Up Accessories
If you have the 'Lead Manager Admin' role you will be able to see 'Write Up Accessories' under Settings>Sales Pipeline Settings>Write Up Accessories.  On this screen you will see a Dashboard of all the Write Up Accessories you have loaded.



To add a new accessory you can manually load them by clicking on + in the grey action menu.  Here you can enter the following information;
  1. Client (Available only to AutoPlay employees)
  2. Description - add the name of the Accessory
  3. Type - select from Interior, Exterior, General, Mechanical, Wheels & Tyres
  4. Make & Model - if the Accessories are specific to a Make and Model you can specify this here so they only show against viable vehicles
  5. Body Type - if the Accessories are specific to a Body Type you can specify this here so they only show against viable vehicles
  6. Default Cost $ - add the price of the Accessory incl GST
  7. Auto Apply - Tick whether you want the Accessory to automatically be added to your Write Up Form
  8. Active - Tick whether you want this Accessory to be available to select in your Write Up Form.  If not active a Accessory will not be available to select and will not auto apply



If you need to add a large number of Accessories in one go you can upload a CSV file from Excel with your Accessories.  To do so click on the MORE icon and select 'IMPORT ACCESSORIES'.  If you have the file handy you can click on 'UPLOAD FILE' to immediately upload your Accessory list from your computer - this process will take a few minutes.  However in order to successfully upload you MUST use a particular format.  You can download the format via the 'DOWNLOAD HEADER' button.  




This will open Excel with a CSV file and pre-determined headers.  Here you can add in as many Accessories as you like and upload them in one go.  When completing this spreadsheet you must enter the details EXACTLY as they are written in AutoPlay with regards to spelling etc.  If you leave a cell blank it will be left as not specified when uploaded.  Once you have your spreadsheet ready to go make sure to save it as a CSV (Comma Delimited) file and close the file or it will not upload (Note - other types of CSV files will not work - it must be CSV Comma Delimited)

ID is only used to modify existing Accessory records.  If you wish to create new Accessories leave this field blank.



When you have uploaded your file the 'IMPORT' button will activate and you can import your accessory list.  This will schedule your Accessories to be imported which may take a few minutes (up to 30 minutes maximum) depending on the size of the file.  You will receive an email when this has processed.  If you are still on the Accessories screen in AutoPlayAuto.com you will need to refresh.



2.  Bulk Updating Your Write Up Accessories
To edit your Accessories just click on an individual record and you will be able to change the naming, categorization or deactivate/activate.  If you have a large list you can click on the multi select icon next to the keyword search.  This will result in check boxes appearing next to each of your Accessories.  You can select individual accessories one-by-one or click on the Select All icon to choose all filtered to accessories.


When you have made your selection click on the 'Bulk Manage Accessories' option on the top right.



When Bulk Managing your Accessories you can do several things;
  1. Make all selected records Inactive/Active (leaving as No Change will result in no change to the status)
  2. Make all selected records Auto Apply On/Off (leaving as No Change will result in this setting remaining unchanged)
  3. Delete all selected records (leaving as No Change will not delete the Accessories)



It is also possible to update your Accessories using the Import Accessories function.  The easiest way to do so is to click 'DOWNLOAD LIST'.  This will give you a file in the correct format showing all the accessories you have loaded previously.  This will open in a new tab to view and you will need to download it as pictured below.



Your computer will automatically save the file as a XLSX file that you can open in Excel.  This is the same Header format you can download to start from scratch, but if you have downloaded the file it will contain all the AutoPlay Accessory ID's in the ID column.  With the AutoPlay ID you can update the existing record.  If you enter an unrecognized ID your Accessory will not be loaded, so please make sure that you only use the ID's for your records.  If you remove an ID then it will create a new Accessory in addition to your existing record.

3.  Adding Accessories To Your Write Up Form
If you have set some Accessories to 'Auto Apply' then those Accessories will be automatically added to your Write Up Form when it is first created (assuming it is set for the correct Make, Model and Body Type).  

To add Accessories you can click on 'ADD' and start typing.  Once you have typed 3 letter it will present you with all the Accessories you have pre-loaded that match.  It has been done this way so that it is still possible to manually type an new Accessory from here if you require.  This search will pick up any sequential letters that appear in the Accessory.  In the example below typing "Aft" and "Spo" will both return 'Aftermarket Spoiler'.  The search is not case sensitive. 



If you have multiple listings on your Write Up you will see multiple Accessory sections to add the right Accessory to the right Vehicle.  The only available Accessories will be those that are Active and with the correct Make, Model and Body Type if specified.



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