Sell: Parts, Service and Units
This article will take you through adding Deal Financing to a Customer Order > Unit Deal We would recommend that you setup the Customer Orde...
Mon, 16 May, 2022 at 11:32 AM
Service Job - Understanding the options for "Who is paying for the job?" There are 5 default options that are automatically available w...
Mon, 7 Mar, 2022 at 11:45 AM
APPOINTMENT SCHEDULER FOR CUSTOMER SERVICE JOBS / JOB SCHEDULER / LOG TECHNICIAN LEAVE TIME Prerequisite: The Dealership's Default Working Hou...
Thu, 17 Dec, 2020 at 5:56 PM
PART SALES - THE ABILITY TO CHANGE TRANSACTION TYPES and COMMIT PARTS **Dealership do not need to Change type. This enhancement just gives them the option...
Wed, 23 Sep, 2020 at 1:41 AM
IMPROVEMENTS TO THIRD PARTY SERVICE JOBS There are many improvements that we have made to Customer Order > Service Jobs. These include: Ability ...
Wed, 23 Sep, 2020 at 1:46 AM
Navigation to the relevant Customer Order You can see in the Part & Accessories section that the special ordered part is now In Stock and in the Parts...
Wed, 23 Sep, 2020 at 2:16 AM
Scenario: A known customer - Jaxon Price - wants to purchase a specific Brake Drum but as it is not in stock we will need to place a Special Order (order ...
Wed, 23 Sep, 2020 at 2:21 AM
Navigate to the relevant Customer Order > Unit Deal On a Unit Deal > Summary section - you can indicate who the Salesperson is and how much Com...
Thu, 17 Dec, 2020 at 10:13 PM
A new section has been introduced to Customer Orders - Parts Picklist This new section will provide the Dealership with a list of ALL parts...
Wed, 23 Sep, 2020 at 2:27 AM
There may be some instances where the Dealership need to change an active Customer Order back to a Quote. For example: It may be because of user er...
Wed, 23 Sep, 2020 at 2:27 AM