Sales: Step by Step – Creating Sales Work Orders

Creating Sales Work Orders (also known as We Owe)

Once there are no conditions to the “Deal” and Sales is ready for Service to get the unit ready for delivery to the customer.

  1. Open the “Deal”
  2. Click on “Functions”
  3. Click on “Create Dealer Options Work Order”

Sales - Work Orders

This will Create the Dealer Option work order and send an email to service notifying them that the work order has been created.

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement