How do I add a Service Item to an existing sale?

STEP 1:

Navigate to the Sales screen by clicking the “Inventory” link on the DealerAccelerate navigation menu, located at the top of your screen. This will take you to the Inventory Dashboard.

STEP 2:

Select the Inventory Listing for which you want to begin a new sale. This will take you to the Summary tab of the Inventory Listing.

STEP 3:

In the Inventory Listing, click the Sales tab located on the Inventory Listing navigation menu (Fig. 1). This will take you to the Sales Record Summary page.

Figure 1: Sales Tab Link

STEP 4:

From the Sales Record Summary page, click the “Service Items” link from the Sales Record navigation menu, located on the left side of the Sales Record (Fig. 2).

Figure 2: Service Items Link

STEP 5:

From the Service Items page, click the “Add Service Item” button (Fig. 3).

Figure 3: Add Service Item Button

STEP 6:

From the Service Item screen (Fig. 4), enter all available information in the fields provided.

Figure 4: Service Item Screen

STEP 7:

When all information has been entered, click “Save.” A notification will appear in the top right of your screen to confirm the Service Item has been successfully. The number of pending Service Items will be displayed on the Sales Record navigation menu. 

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