Display Conditions in Packages

Modified on Thu, 24 Sep at 2:51 PM

Overview


Display Conditions flag applicable packages when conditions are met. They control when a package is available for selection during servicing, and they're managed from the Display Conditions section of a package, accessed via Edit Display Conditions.


Two rules govern how they behave:

  • If a package has display conditions and none of them are met, the package will not be available for selection.
  • If a package has no display conditions selected, it is always available for selection.

How Display Conditions Affect Servicing


When a vehicle or account matches the conditions set, the Servicing page for a ticket shows only the packages whose conditions they meet. If there are several packages to choose from, display conditions help narrow the list to the packages that actually apply to the vehicle or account.


Types of Display Conditions


To add a display condition, select + New Condition and choose one or more of the following:


Condition
Definition
Customers OnlyMakes the package available to all customer profiles.
Fleets OnlyMakes the package available to all fleet profiles.
Fleet CompanyMakes the package available only for orders placed under a specific fleet company account.
Fleet LocationMakes the package available only for orders tied to a specific location (branch or site) within a fleet company.
Fleet Group (Tag)Makes the package available only for vehicles or accounts carrying a specific Fleet Group tag, letting you target a subset of a fleet without restricting by company or location.

Fleet Group tags are managed within Fleet Groups Manager under Tags.
CustomerMakes the package available only to one or more specific customer accounts, rather than all customers.
Vehicle Fuel TypeMakes the package available only for vehicles with a specific fuel type (Gas, Diesel, Flex, CNG, LPG, Bifuel, Full Hybrid EV Gas, Mild Hybrid EV Gas, Full Hybrid EV Flex, Plugin Hybrid EV Gas, Battery EV).
Engine Oil FormulationMakes the package available only for services using a specific oil formulation (Conventional, Full Synthetic, Synthetic Blend).
Engine Oil ViscosityMakes the package available only for services using a specific oil viscosity grade.


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