Information regarding the redesigned system
Why did we change the system?
- We want a streamlined experience with new and updated features to help your team sell more accessories.
Where can we set up our pricing and labor rules?
- Update the general information, labor, pricing, and commission rules through the Catalog Settings.
Where do I adjust the pricing or labor of an accessory?
- You update the pricing and labor of an individual accessory by editing the accessory in the Accessory Search.
Where is Part Builder?
- You can add new accessories in the Accessory Builder in the Accessory Search. This area is where you can also review and update the manufacturer accessories.
How do I export the customer data that was in Tools?
- You export the customer information through the Customers option.
What are Roles and Permissions?
- Roles and Permissions allow you to adjust access to the system's features for each user type. We have set some default permissions based on a typical store environment. For more information, please visit Roles and Permissions in the Help Center.
What happened to the vehicle search from my dashboard?
- The vehicle search is now a filter in Accessory Search.
What reports are available?
- We have combined several reports and added additional tracking information for you. Please visit Reporting in the Help Center for more details.
How do I find the Top Accessories per Unit Sales?
- You can visit the Top Accessories article for more information.
How do we manage special pricing?
- Please visit the Adjusted Accessories for more information.
Where are the tools located?
- The tools have been incorporated into the Help Center. You will find the Help Center link in the sidebar by expanding Help.
Why does the system go to the dashboard when I log in when it used to give me the option to register my customer?
- We wanted to ensure you have access to the information most important to you.
How do I register customers?
- Register the customers before submitting the order on the retail side of the system before submitting the order. Employees with permission can register a customer through Customers on the menu to the left.
Can I add more accessories to a submitted order?
- A separate order is submitted to add additional accessories.
How can I ensure I'm notified when the status changes for an order?
- Discuss this with your management team.
How do I get a report on sales costs for recent orders to provide to accounting?
- Reporting can be filtered in several ways. Please review the sales reports articles for more information.
How do I add new sales users?
- Please review the User Settings articles for information.
Can I create a new role with my user level?
This ability depends on the permissions assigned to your user level. Please review the User Settings articles for information.