Customer Success

Customer success training information

• Viewing component parts in a kit.
• How to find a part in P&A
• How to bring up a parts drawing.
• Canceling a vehicle order.
• How to add or remove parts from inventory.
• QWMENU report.
• Adjusting labor rate
• QWMENU analysis
• System shipping an order.
• Checking the warranty date.
• Changing a quote into an order.
• Canceling an order with a seat/cushion.
• How to change the shipping address on an order.
• Entering a vacation request.
• How to view your available vacation and earned personal time.
• Canceling a parts order.
• How to check the status of the warranty claim.
• How to add a note to an order.
• Removing the Dropship charge from a parts order.
• Correcting a price on a part/vehicle order.
• How to submit a signed order acknowledgment.
• How to request a kit be created.
• Checking the status of an ECR
• How to access the bill of materials.
• Bringing an order down to be edited
• How to create an RMA.
• How to enter a change request for the parts website.
• Creating a new dealer account
• How to verify if someone is a dealer or end user.
• How to find a customer's information
• Finding a customer's tracking number
• How to locate a customer's invoice
• How to check on an order's status.
• How to add a customer's location to CUSTHEADCVG
• How to add a new contact
• How to check a customer's discount code.
• How to enter a parts change request
• Creating an invoice-only order
• How to change the price of a catalog number
• Entering a Vehicle Order
• How to check a parts lead time
• How to find the CVG part number from the Catalog number.
• How to cancel a back-ordered item.
• How to check part availability
• How to enter a vehicle quote.
• How to Create a Parts Quote
• Entering a parts order
• Website Administration Training
• How to find the vehicle's build.