Skip to main content

 

 

DealerTeam

How to Create a Delivery Repair Order from the Deal Screen

Goal

After completing this article, any user will know how to create a delivery repair order on a deal.

 

First Step

Begin by creating a New Deal with all the required information or click the Deals Tab and find the desired deal number by using the correct list view. 

Second Step

Follow steps in order.

  1. Click on Deals tab
  2. Select Deal #
  3. Click the Delivery Tab on the side bar
  4. Click Create Delivery Repair Order button then
  5. Click Save in the side bar
  6. Click the Refresh button
  7. Repair Order is created, select the Repair Order #

If the Repair Order is not created, be sure to click the Refresh button after clicking on the "Create Delivery Repair Order" button.

Video Tutorial: Create a Delivery Repair Order