Search

📝Creating a New Vehicle Customer Order from CRM and linking to a Stock Number

Jake
Jake
  • Updated

Question

How do I create a customer order in CRM and then link this to a stock number in CRM?

Answer

Follow the below steps

1) Raise a customer order through CRM

Go to: CRM > Enquiry > Search the customer details


Double-click on the customer's account and go to the Desired Vehicles tab. Click the button for New Offer:

mceclip0.png


Add the details that you would need (make, model, etc) and hit New Vehicle Configurator
Select the desired vehicle and double-click on it.
Then complete the customer order for it and then hit Order

mceclip2.png

You now need to complete the Supplier order and hit Next

mceclip3.png


You can complete the customer order and hit Next:

mceclip4.png

 

2) Go to  Vehicles > Bring into stock > New > Search by the order number:

mceclip5.png

Drill into the record and then click Next to complete the bring into stock process. 

The option to confirm costs can be completed now or at a later stage. 


A stock number will now be allocated:

mceclip6.png

3) Customer Orders > Amend > look for the order number
The Customer order should now display the allocated stock number as well:

mceclip7.png