There are many things that go into the sale of a unit when using DX1. While there are documents that are found in help to assist users on how to perform these steps when adding parts, service, or taking a trade in while selling a unit, questions do arise as to WHY the process is done the way it is, and how those processes can affect other areas of the business.
Q. Is there a difference in how parts are "sold" to a unit?
A. there are two different ways parts are sold to a unit.
1. Before the unit is sent to the sales floor: Dealers will often add parts or labor into a unit before selling the unit ( DX1 calls this process Charge To Major Unit. ) Using the service tile an invoice is created using the stock or VIN number of the unit in current inventory.
Note: The added parts and labor can affect the profit made on the unit when sold, depending on the type of Charge to Major Unit sale that is done from the service tile.
Click the link below for details and steps for the Charge To Major Unit process
2. During the Sales process: parts and labor are added to the "front" end of the major unit sale: ( example: customer wants to add a helmet, jacket, and a winch to the unit)
Note: If only parts are added ( example: a helmet) on the front end, the deal can be completed even if the parts will need to be special ordered as the customer is charged for the items at the time they are requested.
Click the link for instructions on how this process works
Note: If the parts being requested require the service area to add the parts, be sure to do a single "Service Request" from the drop down as shown in the video above. This allows for labor and parts to be charged though one invoice instead of two.
VERY IMPORTANT: ANY DEAL THAT HAS A REPAIR ORDER INVOICE ( FRONT OR BACK END) STILL OPEN, THE USER WILL NOT BE ABLE TO POST THE DEAL TO QUICK BOOKS. THE OPEN RO MUST BE CLOSED OUT FIRST.
Q. Why does the repair order have to be completed when just requesting parts invoices only allows the deal to be completed?
A. With parts only requests the dealer knows exactly how much the deal will either make ( if parts being requested on the front or back end, example: a helmet retail is $100) This value gets added to the deal immediately. With service requests, the labor may need to be changed as the work is put into the unit, the sale is kept in an open status to make sure that all aprropriate amounts are charged on the deal as profit margins may be increased on the sale of the unit after the repair order is completed.