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This article will explain the two options of processing a Unit Deal Quotation from a temporary Unit into a sale together with how to continue with the Unit Deal:

Option 1 - Swap out the Temporary Unit for a Stocked Unit or an existing On Order Unit

Option 2 - Change the Temporary Unit into an On Order Unit making it a Special Order Unit 

Option 1

Swap out the Temporary Unit for a Stocked Unit or an On Order Unit 

1. The Dealership has already provided a quotation to the customer for a Customer Order for Unit Deal for a temporary unit

2. Recall the Customer Order Unit Deal Quotation that the customer is accepting on the screen

3. To change the unit from a Temporary Unit to a Stocked unit  or On Order unit > in the Temporary Unit section, click on 

Once the unit is listing > click on the unit you wish to replace the Temporary Unit

Option 2

Change the Temporary Unit into an On Order Unit making it a Special Order Unit 

1. The Dealership has already provided a quotation to the customer for a Customer Order for Unit Deal for a temporary unit

2. Recall the Customer Order Unit Deal Quotation that the customer is accepting onto the screen

The unit the customer is actually purchasing is going to be a Special Ordered Unit 

The user now needs to change the Temporary Unit into an On Order unit 

Click on the

   Then change the status to and then click to

The status of the unit is now

 3.  To ensure that the Unit is ordered specifically for this Customer Order, please review our article - How to Turn a Temporary Unit on a Unit Deal into an On Order Unit (Special Order Unit)

Continuing the process of accepting a quotation for a Unit Deal

4. Time to change the status of the Unit Deal to In Progress

Click on and the option to change status will pop up - change to :

• Options and Fees etc
• Edit Pricing as required

• Do you need to add additional sections then click on the relevant item in the Job Action section
  
  

5. To commit and install the options, click on in the Deal Action section

• Deal Service 1 section for any options that are being sold with the unit and installed
• Deal Merchandise section for any options that are not getting installed
• Parts Picklist section that shows the list of options, in stock or required. 

6. Finalizing the Unit Deal:

• Complete the Special Order process by ordering the parts and receipting when received.  Please review our article - How to Create A Vendor Order for a Customer Special Order (Parts and Sublets)
• Once all Special Order items have been received you can finalize the Deal Merchandise and Deal Service 1

On Order Units / Special Order Unit 

• The special ordered unit / on order unit will need to be received
  

• Once all work is completed, your service department should have changed the status of the Deal Service 1 to Ready to invoice then click on

• Your service department should have also finalise the Deal Service 1 section by clicking on in the Job Action section.

• To finalise Deal Merchandise section, click on  

You will be asked to confirm:

• Finalize the Deal Financing section and if all completed/submitted and approved, change the status of the Deal Financing section to APPROVED
• If you want to show full profitability on the Unit Deal, please ensure you type in the Participation / Commission. (This figure will not integrate to your accounting package)

• Once all Options have been fulfilled, you will be able to finalize the Unit Deal.
• Things to check:
  • Have you noted the Salesperson and Commission Earned? This will allow full profitability to be shown on the Unit Deal.

• Trade-In (If Applicable) - Have you entered the Agreed Value / ACV and finalized the Approval Section? 

• Once you have done all the necessary checks, change the status of the Unit Deal to APPROVED
  

You will need to change the Status to APPROVED and then click on

7. Once all sections have been fulfilled and the Unit Deal section status is APPROVED, it is time to finalize the Unit Deal by clicking on

Then once the Checkout is green > click on with the option of Print Invoice or Email Invoice to Customer

TIP: Did you know you can now backdate a payment or an invoice date? Please review our article - How to Backdate Customer Order Deposits / Payments / Invoices

8. An Invoice History section has been added and if all Unit Deals on this Customer Order are finalized, the Customer Order status is now closed so no further changes can be made