Reporting
What are 2 methods of pulling a report for a client?
Reporting hub, General vehicle, Insights Templates
What is the first thing that should be checked prior to placing a stock request?
Check client's credit
Where can you find all dates related to billing cut offs?
Billing pulse page
If I am responsible for onboarding new and existing clients, creating fleet manuals, and managing interactions with other departments- what role am I?
Project leader
What are the two methods of delivery of for driveaways?
Trucked and driven
-If a client requests a report and there is no AE on the account, where can you send your request for assistance building the report?
AE Pool Support
What are the 2 ways we can request a stock?
Located & Search
Where can I find the statement of settlement?
On base
What should each client have in order to provide the most up to date information on things such as programs and parameters?
Client profile or Fleet manual
-True or false- A vehicle can be inspected, cleaned and maintenanced during a truck move?
False
If your client is looking for a custom report, what group would handling that request?
PM&D
What are 3 things we would need in order or place a located stock request?
VIN, Buyers order, Dealer's information
Which invoice type will all pass through charges appear on?
M invoice
If a client needs to qualify a vehicle for a program, where would you go to find what the qualifier would be?
Client 360 analytics or GDT
If a vehicle is being trucked, what is one requirement that is needed?
Dimensions of the vehicle
Based on this request- Which reporting method would be best to use.
Can you please provide me with a report of all open licensing events?
Reporting hub
If you are completing a stock search and you do not have a selector, where would you go to retrieve a selector.
Insights/Pricenet/ Selector Management
What document is triggered when the delivery date is populated?
Lease agreement
A client may set up a _______table to help keep their vehicle data integrity.
Adjunct address or additional address
Where can you find a list of contacts for all of our driveaway vendors and their estimated turnarounds times?
Status contacts from app launcher
You receive an email from your client telling you they are looking over their bills and trying to compare them to a report that you provided from the reporting hub in Insights. They can’t seem to get the numbers to match and are now turning to you for answers. What is the likely reason they can’t align their bills to a separate report?
Billing vs Transactional reports are different and span different time periods. Feb bills represent last 7 days in Dec and first 21 days in January. They will never be able to align a BILLING report to a TRANSACTIONAL report.
If the vehicle needs additional items added like decals, what do we have to make sure we indicate on the stock order?
Upfit required- Yes- List the upfit and details
If Holman is notified on 12/10/2023 that one of our clients vehicles on order, actually delivered to the driver 10/30/2023, what month/year will it appear on the first invoice? And how many months will it bill for on that first invoice? What month does the lease start?
What steps should you take if your client informs you that they have merged or acquired another company?
Contact implementation leaders at ImplementationLeadership@Holman.com and complete the questionnaire one pulse
What document should you receive after a vehicle is picked up and then delivered to the driver?
Vehicle condition report