Sell: Parts, Service and Units

How to Add Deal Financing to a Unit Deal
NAVIGATE TO THE RELEVANT CUSTOMER ORDER > UNIT DEAL Your Customer is financing the Unit Deal so the user would click on Then the ...
Thu, 17 Dec, 2020 at 5:48 PM
Service Job - Understanding the options for "Who is paying for the job" (ie Third Party - Insurance & Warranty Claims)
SERVICE JOB -  Understanding the options for "Who is paying for the job" There are 5 default options that are automatically available w...
Wed, 21 Apr, 2021 at 11:19 AM
Appointment Scheduler for Customer Service Jobs / Job Scheduler / Log Technician Leave Time
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 (including Layby/Layaway) and Commit Parts
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 (ie Warranty Jobs or Insurance Claims)
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
How to Finalize a Customer Order for a Special Order Part
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
How to Create a Customer Order for a Special Order Part
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
Setup Customer Order Unit Deal - Salesperson (for commission)
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
Customer Order - Parts Picklist Section
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
Change an active Customer Order back to Quote
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