General Information about Customer Orders
This article will go through how to finalize a Customer Order for a Special Order Part Prerequisite Dealership has already processed a Customer ...
Fri, 19 Aug, 2022 at 11:44 AM
This article will cover off how to process a Customer Order for a Special Order Part How to Process Scenario: A known customer - Jaxon Price - wants to ...
Fri, 19 Aug, 2022 at 11:54 AM
There may be some instances where the Dealership needs to change an active Customer Order back to a Quote. For example: It may be because of user e...
Fri, 19 Aug, 2022 at 12:04 PM
Navigate to the relevant Customer Order that is ready to be finalized. Click on Checkout to open the Checkout section. From the Checkout secti...
Fri, 19 Aug, 2022 at 12:18 PM
Option 1 The discount can be added to a Customer Order by just manually adjusting the price of the line item. Click onto the relevant line item &...
Fri, 19 Aug, 2022 at 1:48 PM
This article will show Dealerships how to back date Customer Order Deposits / Payments / Invoices as well as provide information on the relevant permission ...
Wed, 5 Apr, 2023 at 12:02 PM
This article will show the Dealership how to upload forms that can then be used in Customer Order as well as how to add forms to Customer Orders manuall...
Thu, 23 Feb, 2023 at 3:37 PM
This article will go through the new changes released in the upgrade Sprint 80 / 81 (released February 2019) for Direct Deposits. New Payment Type ...
Fri, 19 Aug, 2022 at 2:11 PM
This article will show you how to see the Profitability on the Customer Order itself Prerequisite To see the profitability, users will need the...
Tue, 29 Nov, 2022 at 3:49 PM
This article will the user through receipting a deposit onto a Customer Order in different scenarios Receipting a Deposit onto a Customer Order S...
Fri, 19 Aug, 2022 at 5:24 PM