Delivery Process (Overview)

Transcription

1 Delivery Process (Overview) Effective January 11, 2016, an updated version of the Vehicle Delivery Process will be active in Subarunet. The updated version will add a new step to improve the MySubaru set up and transition into the STARLINK enrollment screens, pre population of customer information for vehicles that have been RDR d and an all new interactive Delivery Checklist. Vin Entry Ownership Validation MySubaru Account Creation STARLINK Enrollment 1st Appointment Delivery Checklist Effective as of January 11, 2016: MySubaru account Creation is now a separate process. Customers that have a MySubaru account will be able to add a new vehicle to their existing account. Screen flow will be based on Pre-RDR/Post-RDR status. Post-RDR enrollments will pull customer information from the Sales Database, populating forms throughout the process. NOTE: The process for enrolling a Retailer Demo/Showroom/SSLP unit will remain the same. See pages Pre-RDR process Post RDR process STARLINK Enrollment 1 st Appointment Delivery Checklist Pages 6-9 Pages Pages Page 17 Page 17 5

2 Delivery Process (Pre-RDR) 1 Log into On the left menu, click Vehicles. Click Delivery Process/Enrollment. Note: Permission may be required for Sales Consultants to access the Delivery Process/Enrollment option. Please consult your DEM Administrator for additional details. 2 Enter the last 8 or full 17 digits of the VIN. Choose a Salesperson from the dropdown menu. Click Begin. NOTE: Salesperson s name will automatically generate if logged in. 3 Confirm Vehicle Information. Click Correct to proceed. NOTE: Clicking Incorrect will bring you back to the previous screen. 6

3 4 REV: Delivery Process (Pre-RDR) Choose from the following: 4a 4b 4c Customer has a current MySubaru account Customer would like to create a MySubaru account Customer does not want to create MySubaru account at this time Returns you to initial screen. 4a If you choose Use Existing Account, proceed as follows Enter Customer s existing MySubaru Account If a VIN already has an active STARLINK Subscription, you will not be able to assign the VIN to a new MySubaru account through this process. (Exceptions: Pre RDR Demo/Showroom vehicle OR Post RDR ownership change) Choose option by clicking the box, then click Continue. NOTE: If this is not the correct customer, the next step would be one of the following: o Select a different MySubaru account or create a new account, by clicking Start Over. o Modify the current account holder information by selecting Customer Not Listed. If this vin is already associated with an existing MySubaru account, you will need to verify that this is the correct customer for the vin. Click Yes to proceed. Click No if the customer is not correct. You will be brought to a screen that will allow you to enter new subscriber detail. Click Continue. NOTE: If this is not the correct customer and/or vin, you can select Start Over. This will bring you back to the initial delivery process screen. 7

4 4b If you choose Create New Account, proceed as follows REV: Delivery Process (Pre-RDR) Enter Customer s address that they would like to use for their MySubaru account. Click Submit. Enter Customer s information. Check the box to certify that the vin belongs to the MySubaru account that you are creating for the customer. Click Add VIN to MySubaru account. For Business Owned vehicles: If a driver is listed on the RDR, the system will automatically present the driver information as the Subscriber option. This driver information will populate throughout the necessary forms for enrollment. If a driver is NOT listed on the RDR, the system will allow you to enter a Subscriber name. However, the address for the Subscriber will default to the business address and will not be editable. 4c If you choose No Address, proceed as follows Click Yes or No Click Yes to proceed. Click No to return to previous page. If you click Yes: Enter Customer information. Click Continue. Please note that if you do not use an address, a MySubaru account will not be created. 8

5 5 REV: Delivery Process (Pre-RDR) If you completed steps 1 4 for a Pre RDR vehicle, by using an existing account or creating a new account, you will come to the following screen: Click STARLINK Enrollment to proceed. If you completed steps 1 4 for a Pre RDR vehicle and customer choose not to create a MySubaru account, you will come to the following screen: Click Delivery Checklist to proceed. Subaru Legacy

6 Delivery Process (Post-RDR) 1 Log into On the left menu, click Vehicles. Click Delivery Process/Enrollment. Note: Permission may be required for Sales Consultants to access the Delivery Process/Enrollment option. Please consult your DEM Administrator for additional details. 2 Enter the last 8 or full 17 digits of the VIN. Choose a Salesperson from the dropdown menu. Click Begin. NOTE: Salesperson s name will automatically generate if logged in. 3 Confirm Vehicle Information. Click Correct to proceed. NOTE: Clicking Incorrect will bring you back to the previous screen. 10

7 New Delivery Process (Post-RDR) 4 Post-RDR enrollments populate ownership information on record. Click Yes or No if the displayed ownership is correct for the vehicle? Click Continue NOTE: If a co owner, driver, and/or co driver exist, they will also be displayed. If you Clicked No, You will be prompted to enter the correct customer information. Enter correct customer information, then click Continue. NOTE: Only the owner information will be changed through this process. Changes to ownership should be reserved for Used vehicle transactions. ALL CHANGES TO OWNERSHIP ARE SUBJECT TO AUDIT REVIEW. 11

8 5 REV: Delivery Process (Post-RDR) Choose from the following: 5a 5b 5c Customer has a current MySubaru account Customer would like to create a MySubaru account Customer does not want to create MySubaru account at this time Returns you to initial screen. 5a If you choose Use Existing Account, proceed as follows Enter Customer s existing MySubaru Account. Click the applicable box. Click Continue. NOTE: If this is not the correct customer, the next step would be one of the following: o Select a different MySubaru account or create a new account, by clicking Start Over. o Modify the current account holder information by selecting Customer Not Listed. If this vin is already associated with an existing MySubaru account, you will need to verify that this is the correct customer for the vin. Click Yes to proceed. Click No if the customer is not correct. You will be brought back to choose a different owner, coowner, driver, or co-driver on record. Click Continue. 12

9 5b If you choose Create New Account, proceed as follows Enter Customer s address that they would like to use for their MySubaru account. Click Submit. REV: Delivery Process (Post-RDR) Customer information will populate from the RDR. Check the box to certify that the vin belongs to the MySubaru account that you are creating for the customer. Click Add VIN to MySubaru account. 5c If you choose No Address, proceed as follows Click Yes or No Click Yes to proceed. Click No to return to previous page. If you click Yes: Enter Customer information. Click Continue. NOTE: If you do not use an address, a MySubaru account will not be created, and STARLINK Enrollment and 1 st Appointment Scheduling will not be options. 13

10 6 REV: Delivery Process (Post-RDR) If you completed steps 1 4 for a Post RDR vehicle, by using an existing account or creating a new one, you will come to the following screen: Click STARLINK Enrollment to proceed. If you completed steps 1 4 for a Post RDR vehicle and customer choose not to create a MySubaru account, you will come to the following screen: Click Delivery Checklist to proceed. Subaru Legacy

11 Delivery Process (STARLINK Enrollment) Once you ve completed the MySubaru Account section, proceed to STARLINK Enrollment. Click on STARLINK Enrollment. NOTE: You may receive a Pop up Blocker notification. Please make sure to Allow pop ups for this process. 1 Review Packages with the customer. Click Continue to enroll customer. Click No Thanks if customer does not wish to complete enrollment. Click to Proceed 2 ADDRESS VERIFIER Confirm the address. Confirm information is correct Street Road, Cherry Hill, NJ US Click NEXT Click OK 15

12 Delivery Process (STARLINK Enrollment) 3 Choose a package type. Choose subscription length. (Enter Credit Card information, if applicable) Click NEXT to proceed. *NOTE: PROMO Codes are NOT required for Introductory pricing. 4 Terms of Service Review Terms of Service with customer Check the box after obtaining approval from the customer to accept all term. Tester McTest TesterMcTest@yahoo.com Street Road Cherry Hill, NJ Street Road Cherry Hill, NJ Click Activate Now to complete the process 5 Completion Once you ve completed enrollment, you will receive this notification screen. Customer will receive 2 s regarding enrollment. #1 MySubaru Account confirmation with username and temporary password (Safety Plus & Security Plus PIN required and initial setup can be done on MySubaru STARLINK Access STARLINK Profile/PIN. #2 STARLINK Subscription receipt. 16

13 New Delivery Process (1 st Appointment & Delivery Checklist) 1 st Service Appointment Delivery Checklist Click 1 st Appointment (This button will only appear for Retailers that have Schedule Connect) Click Delivery Checklist. The Sales Consultant is now on the Schedule Connect screen. All the information on this screen is pre-populated from Subarunet. Interactive Each section requires a mouse click or tap/click if on a tablet. Will vary by model/trim Completed checklist will automatically be ed to customer & Sales Consultant once Saved. The Checklist can also be printed. Click NEXT Sales person picks a date for the customer and adds the appointment to the dealership service schedule. Click CREATE APPOINTMENT Customer will receive confirmation 17