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 ...
Tue, 20 May, 2025 at 1:03 PM
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 ...
Tue, 20 May, 2025 at 1:13 PM
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...
Tue, 20 May, 2025 at 1:48 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...
Tue, 20 May, 2025 at 1:50 PM
This article will cover how to allow for discounts on Customer Orders For Customer Pay Customer Order - Parts & Accessories and Service Jobs, there ...
Tue, 20 May, 2025 at 1:50 PM
This article / video will show Dealerships how to back date Customer Order Deposits / Payments / Invoices and what the restrictions are Prerequisite: ...
Tue, 20 May, 2025 at 2:02 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...
Tue, 20 May, 2025 at 2:02 PM
This article will show you how to see the Profitability on the Customer Order itself Please note that tax is never taken into consideration when calcula...
Tue, 20 May, 2025 at 2:03 PM
This article will guide the user through receiving a deposit onto a Customer Order in different scenarios Receipting a Deposit onto a Customer Order ...
Tue, 20 May, 2025 at 2:14 PM
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...
Tue, 20 May, 2025 at 2:14 PM