This article will cover the scenario of the Dealership wanting to uncommit part/s from a Customer Order and turn them into a Special Order part instead


Basically so they can sell the stock on hand available part to another customer


How to uncommit Parts from a Customer Order


Scenario:

  • You may have committed a part to Mr Jones' Customer Order but he won't be coming in for a while to collect it - example: Part# San1243


  • You now have another customer (Mr Smith) standing in front of you wanting the same part (Part# San1243) straight away


  • Why miss out on a sale when you can uncommit the part from Mr Jones' Customer Order and then reallocate it to the new Customer Order for the new customer standing in front of you

    Yes you will need to reorder the part to satisfy Mr Jones's requirement but as he is not collecting the part for a while you have enough time to reorder the part prior to pick up


Dealership decides that they are going to uncommit the part that has been allocated to Mr Jones and instead give it to Mr Smith


How to do this on Parts & Accessories Section


  • Navigate to the Customer Order for Mr Jones and the relevant line item and click on  


This will open up the line item for you to change the status 




  • Once the line item is open > click into the Qty Needed field



  • This will open up the Committed from the stock field for you to change this to zero


Remember you are uncommitting the part from this Customer Order



  • Once you have clicked off the Committed from the Stock field > the status of the line item will now change to Required



  • This means that you will need to order the part for Mr Jones but the part has now become available and in stock to commit to Mr Smith



  • All you need to do is add the Part to Mr Smith's Customer Order and then arrange to order the part for Mr Jones' Customer Order

How to do this on a Service Job Section


  • Navigate to the Customer Order for Mr Jones and the relevant line item and click on  


This will open up the line item for you to change the status 




  • Once the line item is open > click into the Qty Needed field



  • This will open up the Committed from the stock field for you to change this to zero


Remember you are uncommitting the part from this Customer Order



  • Once you have clicked off the Committed from the Stock field > the status of the line item will now change to Required



Summary


Whether or not this is done on a Parts & Accessories section OR a Service Job Section, it means that: 

  • The Dealership will now need to order the part for Mr Jones but the part has now become available and in stock to commit to Mr Smith



  • Simply add the part to Mr Smith's Customer Order and then arrange to order the part for Mr Jones' Customer Order