Maintenance > Sales

Removing a PDI Company (Physical Damage Insurance)

VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on  Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

 

Navigate to Sales > Maintenance > Sales > Physical Damage Insurance

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the record.

2. Select the record by clicking on the corresponding line.

Inside the Primary Grid:

  1. Filter/Sort the primary grid to locate the PDI Company.

  2. Select the PDI by clicking on the corresponding line.

Within the Physical Damage Insurance screen:

  1. Click the [Delete] button in the Action Ribbon.

  2. Click [Yes] to delete the PDI.

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