Changing the Customer on a Customer Order

Modified on Tue, 20 May at 2:49 PM

This article will explain how Dealerships can change the Customer on a Customer Order

How to change the Customer on a Customer Order

Dealerships are able to change the Customer on a Customer Order with the option on the Customer section

When the Customer is changed on a Customer Order the user may get confirmation warnings that:

Units will be removed from service jobs and they will have to reassign them
Trade-ins will be removed from deals and new trade-ins will need to be selected
Any related service appointments will be removed from the scheduler and they will need to recreate them

Further Information

Please remember that changing the customer on a Customer Order may also cause prices to be recalculated if the new customer has a different price level or tax exemptions

Our suggestion is if you change the Customer on a Customer Order please remember to review the prices

Internal comments will be added to the Customer Order whenever the customer is changed

While a lot of the restrictions that stopped the user from changing the Customer on a Customer Order have been removed, these restrictions will still remain in place:

If the Customer Order is closed
An invoice has been generated from the Customer Order
There are active payments in checkout
It contains completed Service Jobs
It contains a Unit Deal with an Approved status
It has a Unit Deal with trade-in that has been stocked in
It contains AR credit payments in checkout or deposits
It contains store credit payments in checkout or deposits which have not been refunded/reversed to store credit