General Information about Customer Orders

How to Process a Refund to a Customer (Customer Return / Customer Credit for return of parts)
This article / video will go through how to process a refund to a Customer (Customer Return / Customer Credit for Return of Parts etc) The scenario would b...
Tue, 28 May, 2024 at 8:42 AM
Deleting Items from a Customer Order including Bulk Deletion / Deleting Customer Order
This article will go through the deletion options of a Customer Order whether you are looking to delete whole sections or individual line items or the Custo...
Thu, 9 May, 2024 at 1:37 PM
Part Record - Alternate Parts Section / Customer Order - View Related Parts Section / Vendor Order (VO) and Vendor Receiving (VR) for Stock - Superseded Parts
This article covers three important sections regarding supersessions / alternative parts etc: Part Record - Alternative Parts section Customer Or...
Thu, 18 Jan, 2024 at 12:00 PM
How to Add Internal Comments to a Customer Order
This article will show you how to add internal comments to a Customer Order How to add Internal Comments to a Customer Order It maybe necessary to...
Thu, 25 Aug, 2022 at 9:34 AM
Fees and Customer Order Profitability
This article will go through how to setup Fees to be part of a Customer Order Profitability Setting up Fee to be included in Customer Order Profit...
Tue, 29 Nov, 2022 at 4:06 PM
Using Store Credits as a Customer Order Deposit
This article will show how you can use a Store Credit as a Customer Order Deposit  How to use a Store Credit as a Customer Order Deposit  For...
Mon, 22 Aug, 2022 at 11:21 AM
Customer Record and Unit Record Notes / Notes to Customer on Customer Orders
This article will show the Dealership how you can see from a Customer Order, if there are any Notes on the Customer Record and Notes Unit Record as well ...
Fri, 15 Dec, 2023 at 12:12 PM
How to Use a Store Credit to Pay Outstanding Charged on Account Invoice/s
This article will show you how to use a Store Credit to pay an Outstanding Charge on Account Invoice which is sitting as unpaid in Dealership's Accounti...
Mon, 22 Aug, 2022 at 11:35 AM
Customer Orders - Invoice Preview
This article will show how the Dealership have the option to print out and/or email an Invoice Preview to the relevant payer How to use Invoice Prev...
Mon, 26 Jun, 2023 at 2:52 PM
Reopen Invoiced Customer Orders
This article will show how Dealerships have the ability to reopen Invoiced Customer Orders for all sections ie Unit Deals (including Deal Service and Deal M...
Tue, 24 May, 2022 at 12:56 PM