General Information about Customer Orders

How to Finalize a Customer Order for a Special Order Part
This article will go through how to finalize a Customer Order for a Special Order Part Prerequisite Dealership has already processed a Customer ...
Fri, 16 Aug, 2024 at 9:45 PM
How to Create a Customer Order for a Special Order Part
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, 16 Aug, 2024 at 3:38 AM
Change an active Customer Order back to Quote
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...
Thu, 15 Aug, 2024 at 11:53 PM
How to Finalize a Customer Order and Create an Invoice
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, 16 Aug, 2024 at 12:08 AM
Discount on Customer Orders - How to give Discount / How to Show the Discount
This article will cover how to allow for discounts on Customer Orders For Customer Pay Customer Order - Parts & Accessories and Service Jobs, there ...
Mon, 21 Oct, 2024 at 9:57 AM
How to Back Date Customer Order Deposits / Payments / Invoices
This article / video will show Dealerships how to back date Customer Order Deposits / Payments / Invoices and what the restrictions are  Prerequisite: ...
Fri, 6 Sep, 2024 at 2:48 PM
Customer Orders - Upload Forms / How to Add Forms - Manually or Linked (Automatically) / Adding Attachments
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...
Mon, 21 Oct, 2024 at 2:51 PM
Customer Order Profitability
This article will show you how to see the Profitability on the Customer Order itself Prerequisite  To see the profitability, users will need the...
Wed, 23 Oct, 2024 at 10:07 AM
How to Receipt a Customer Order Deposit
 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, 16 Aug, 2024 at 12:19 AM
How to Process a Refund to a Customer (Customer Return / Customer Credit for return of parts)
This article / video will go through how to process a refund to a Customer (Customer Return / Customer Credit for the return of Parts etc) The scenario wou...
Mon, 21 Oct, 2024 at 2:32 PM