{"id":1482,"date":"2025-10-29T15:28:06","date_gmt":"2025-10-29T14:28:06","guid":{"rendered":"https:\/\/www.help.headlight.tech\/?post_type=ht_kb&#038;p=1482"},"modified":"2026-02-10T18:08:13","modified_gmt":"2026-02-10T17:08:13","slug":"update-a-vehicle-from-a-car-list","status":"publish","type":"ht_kb","link":"https:\/\/www.help.headlight.tech\/?ht_kb=update-a-vehicle-from-a-car-list&lang=fr","title":{"rendered":"Update a Vehicle from a Car List"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p>Learn how to find a configured car, make quick edits, use it as a configuration template for a new version, and replace it in the car list.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(55.0232% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/nBGz1sMv0XJkGX412Whd?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"How to set up a base budget price for a car list configured vehicle\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Finding an Existing Car<\/h2>\n\n\n\n<p>Explore how to locate a car in <em>Configured Cars<\/em> and understand its link to the <em>Budget Policy<\/em> and <em>Filter Set<\/em>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Viewing the Car in the Configurator<\/h3>\n\n\n\n<ul>\n<li>Use the <strong>Fleet Manager Car Configurator<\/strong> via the main navigation.<\/li>\n\n\n\n<li>Under <strong>View as<\/strong>, select a specific driver to review their car list.<\/li>\n\n\n\n<li>Check the linked car policy for the driver\u2019s level.<\/li>\n\n\n\n<li>Click on a <strong>Brand<\/strong> to view available models and versions.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>When you find a car in your list and want to edit it, you can change its options or linked budget.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing the Car List Budget Policy<\/h2>\n\n\n\n<p>Cars are connected to a driver\u2019s level through the <em>Car Budget Policy<\/em>, which links a budget level to a <em>Filter Set<\/em>.<\/p>\n\n\n\n<ul>\n<li>Navigate from <strong>Configurator<\/strong> \u2192 <strong>Budget Policies<\/strong>.<\/li>\n\n\n\n<li>Select the relevant policy for car lists.<\/li>\n\n\n\n<li>Review that \u201cOptions catalog value\u201d or similar is chosen as the <em>Budget Component<\/em>.<\/li>\n\n\n\n<li>Confirm that <em>Lump Sum<\/em> is selected for car list\u2013based policies.<\/li>\n\n\n\n<li>Review each <em>Budget Level<\/em> and ensure it has a linked <em>Filter Set<\/em>.<\/li>\n\n\n\n<li>Open the link icon to view or edit filter sets.<\/li>\n\n\n\n<li>Adjust or confirm the linked <em>Filter Set<\/em> and click <strong>OK<\/strong>.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Remember to <strong>Save<\/strong> if changes were made.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Finding the Related Filter Set<\/h2>\n\n\n\n<ul>\n<li>Car list\u2013based policies use the <strong>Configured Cars<\/strong> filter set type.<\/li>\n\n\n\n<li>The car under review appears in this filter set, explaining its presence for the driver.<\/li>\n\n\n\n<li>To locate the actual car, go to <strong>Configured Cars<\/strong>.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Finding the Car in Configured Cars<\/h2>\n\n\n\n<ul>\n<li>Follow navigation steps to reach the <strong>Configured Cars<\/strong> page.<\/li>\n\n\n\n<li>View all configured vehicles.<\/li>\n\n\n\n<li>Select the car to make quick edits or use it as a template for a new configuration.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing an Existing Car<\/h2>\n\n\n\n<p>Make small changes directly from the <strong>Configured Cars<\/strong> page.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Many edits can be done here without creating a new version.<\/p>\n<\/blockquote>\n\n\n\n<ul>\n<li>Optionally, link car dealer or leaser quotes.<\/li>\n\n\n\n<li>Review preselected and excluded options.<\/li>\n\n\n\n<li>Disable new options for drivers, if needed.<\/li>\n\n\n\n<li>Search and review standard equipment.<\/li>\n\n\n\n<li>Use <strong>Budget Usage Simulation<\/strong> to analyze results by driver level.<\/li>\n\n\n\n<li>Edit the <strong>Base Budget Price<\/strong> to affect driver contribution.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>For details, see <em><a href=\"https:\/\/app.arcade.software\/share\/nBGz1sMv0XJkGX412Whd\">How to set up a base budget price for a car list configured vehicle<\/a><\/em>.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Use Car as Configuration Template<\/h2>\n\n\n\n<p>Save time by using an existing car as a starting point for a new version.<\/p>\n\n\n\n<ul>\n<li>Review disabled options (in red) and preselected options; adjust as needed.<\/li>\n\n\n\n<li>Add or change option packs or individual options.<\/li>\n\n\n\n<li>When done, click <strong>Connect a Budget<\/strong>.<\/li>\n\n\n\n<li>Link a budget for the new version of the car.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>See <em><a href=\"https:\/\/app.arcade.software\/share\/nBGz1sMv0XJkGX412Whd\">How to set up a base budget price for a car list configured vehicle<\/a><\/em> and <em><a href=\"https:\/\/app.arcade.software\/share\/Ct1pD9Y3OBIUjYbG58fe\">Creating a benefit policy<\/a><\/em> for guidance.<\/p>\n\n\n\n<ul>\n<li>Review budget calculations, catalogue price, options, discounts, colors, and selections.<\/li>\n\n\n\n<li>Your car is now added as a new version.<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Replace the Car in the Filter Set<\/h2>\n\n\n\n<p>To make the new version visible to drivers, replace the old car in the Filter Set.<\/p>\n\n\n\n<ul>\n<li>Navigate to <strong>Filter Sets<\/strong> via the Configurator Menu.<\/li>\n\n\n\n<li>Search by brand, model, or version.<\/li>\n\n\n\n<li>Deselect the old car and select the new one.<\/li>\n\n\n\n<li>Note the Filter Set name for confirmation in the next step.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Filter Set Linked to Budget Level<\/h2>\n\n\n\n<p>If the linked <em>Car Budget Policy<\/em> is active, changes appear immediately in the Configurator.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Verify that the Filter Set linked to the driver\u2019s budget level matches the one updated earlier.<\/p>\n<\/blockquote>\n\n\n\n<ul>\n<li>Confirm the link between Filter Set and Budget Level.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Once verified, the update is complete.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Check the Updated Driver View<\/h2>\n\n\n\n<p>Optionally preview what the updated car looks like for a driver level.<\/p>\n\n\n\n<ul>\n<li>Open the <strong>Fleet Manager Car Configurator<\/strong>.<\/li>\n\n\n\n<li>Select the driver name, then brand, model, and version.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>These steps are the same as at the start of this video.<br>In future videos, you\u2019ll learn about configuring Driver environments.<br>See <em><a href=\"https:\/\/app.arcade.software\/share\/QJ8e2xyXxtSsMm05EspP\">Creating Driver Contacts<\/a><\/em> to get started.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u2705 You have now successfully updated a vehicle from a car list.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to find a configured car, make quick edits, use it as a configuration template for a new version, and replace it in the car list. Finding an Existing Car Explore how to locate a car in Configured Cars and understand its link to the Budget Policy and Filter&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[122],"ht-kb-tag":[43],"_links":{"self":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1482"}],"collection":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1482"}],"version-history":[{"count":2,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1482\/revisions"}],"predecessor-version":[{"id":2641,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1482\/revisions\/2641"}],"wp:attachment":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1482"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=1482"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=1482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}