Order Details

Details of an order and how to process it.

To process an order or view the details, locate the order from the Orders List and select the edit icon.

• Notice that the order number and a status progress bar are at the top of the page. 
  Note: Only dealership personnel with permission to process orders can make any changes to the status.
• The Status Progress Bar shows the order’s status from beginning to end.
  • Orders saved via the Save and Close button on the retail side appear as Shopping. 
    Note: Orders submitted directly by a customer will appear here until an authorized employee submits the order.
  • Submitted are orders sent through the system. 
  • Acknowledged appears after a dealership employee acknowledges an order waiting to be fulfilled.
  • Fulfill orders when the customer has taken delivery of the accessories. 
    Warning: Once fulfilled, you cannot make changes.
• The orders will remain in the Orders List until the end of the day. 

• When an order’s status changes, a box opens, allowing you to add a note and select recipients to notify of the status before confirming.
  Tip: We recommend not including the customer in these internal messages as they will receive an email they may not understand.

• Once verified, a success alert appears at the top of the page.

• Select Print.
• Select which Customer's and/or F&I copy.
  Note: Our most successful dealers print both copies. The Customer copy shows the entire Accessories list and a section with the Customer login details: the username and a line to fill out the password. 
  The F&I copy hides the discount column in the Accessories list, if present, and displays lines for Customer, Dealership, and F&I signatures and dates. 

• On the Accessories card, the Order Details are sortable and specific to the user. 
  Note: Dealership employees, with permission, may also see the Labor Time, Cost to Sales, and Paint Cost when an accessory needs to be painted.

• Add a Discount.
  Note: The discount is visible to individuals with permission.
• Add a note after adding a dollar amount or percentage discount. 
  Note: The system automatically subtracts that amount from the accessory total. 
  Note: Discounts can only be added on Still Shopping and Submitted orders. 

• The Order Summary Card contains details about the order, including the totals, order number, and staff.  
  Note: Users with permission may edit the comments from when the order was placed. 
  Tip: Changes are saved immediately upon selecting the Check icon.
• The orders may be canceled from here with permission. 
  Note: When it's finished, you will receive a confirmation alert.
  Warning: Canceled orders can no longer be edited or reinstated.

• Edit the Stock number and VIN on the Vehicle Info card. 

Tip: Changes are saved immediately upon selecting the Check icon.

• The Activity card displays changes made to the order. 
  Note: These changes are grouped by day and sorted by most recent. 
  Note: You can change how the information is viewed.
• Add a note that does not impact the order's progress. 
  Note: Messages may include that the accessory is on order and when it arrives. 
  Tip: The recommended best practice is associating the RO number with the order.

• Edit the Customer Info.
  Warning: Usernames are not changeable.
  Note: The contact information stays separate from the customer profile on the Customer Info card, allowing it to be updated independently.
  Warning: Changes can only be made for orders that are in Still Shopping and Submitted. 
  
• The Profit Card shows the profit breakdown by accessory and department. 
  Note: It is hidden for Users without permission to view profit.

Note: An alert for orders with a negative profit will appear at the top, allowing a review of the order and the accessories to see if updates are needed.