Introduction: This page shows you how to add accessories or parts to a deal, start a service repair order for the added accessories, and sending a notification to the Service department.
This page contains how to:
How to Access Accessories
From the deal in Deal Desking, select the “Acc.” tab.
Start Service RO for the Accessories and Parts Added:
Before you click “Start Service RO” button, make sure the Add To RO check box is selected for each item to be added to the unit and the Unit column is populated with the Vehicle. Then, click the Start Service RO button.
Explain what happens after starting service RO:
Throughout the deal, you can send a message to a department by clicking the “Add Note” button located next to the “Start Service RO” button at the bottom of the deal.
This will open the Quick Comment window. Here you can enter your message for that department.