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, 19 Aug, 2022 at 11:44 AM
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, 19 Aug, 2022 at 11:54 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...
Fri, 19 Aug, 2022 at 12:04 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, 19 Aug, 2022 at 12:18 PM
Allowing for Discounts on Customer Orders
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
How to Back Date Customer Order Deposits / Payments / Invoices
This article will show Dealerships how to back date Customer Order Deposits / Payments / Invoices as well as provide information on the relevant permission ...
Fri, 19 Aug, 2022 at 2:08 PM
Upload Forms for use in Customer Orders and How to Add Forms to Customer Orders - Manually or Linked (Automatically)
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...
Fri, 19 Aug, 2022 at 2:29 PM
Direct Deposit Changes in CO Checkout and Accounting Integration (Upgrade Sprint 80/81)
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
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...
Fri, 19 Aug, 2022 at 3:36 PM
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, 19 Aug, 2022 at 5:24 PM