The most common way is to do a CRN check for a customer:
1.From the QT Tab, in the DAIS transactions group, CRN check (customer)
2.Enter Customers CRN if you have been provided with one and you want to confirm if it is correct
3.Enter Date of Birth, Address details and any other information that is going to enable Dealer Solutions to verify that match with QT. It is important to provide at least 1 other piece of information as well as customers name so the correct CRN can be provided. If possible, provide as MUCH information as you possibly can.
4.Click Lodge Request to send this through to Dealer Solutions Client Service.
You also have the ability to confirm CRN details for acquisitions that you are trying to process. This is done via a CRN Check (Vehicle). This will send information from your stock card to Dealer Solutions Client Service for verification, specifically the vendor information plus vehicle information as well as purchaser information (if you have sold the vehicle already). Normally you will process this function after you have attempted to send an acquisition, but have received an error message advising that the seller is not the current owner.
1.From your rejected acquisition transaction, right click and select CRN Check (Vehicle)
2.Confirm the details as displayed (it will all be coming from your Stock Card)
3.Enter in any additional information
4.Click Lodge Request
This will be forwarded to Dealer Solutions Client Service for comparison with TRAILS. Remember that due to privacy laws, Client Service are unable to just tell you the CRN for the vendor, however we are able to confirm information or give you tips to get your acquisition through.
Dealer Solutions Client Service will provide/confirm the following:
-Confirm Make and Model match TRAILS for rego supplied
-Confirm CRN/s for vendors match those recorded with TRAILS
-Supply CRN if the vendor name is provided
-Advise if dates are incorrect or if a different date is needed
-Advise that you will have to convert to a DTN to process the acquisition
-Advise if you will have to contact your vendor to acquire.