Retail customers codes as wholesale

Retail customers codes as wholesale

Postby B964 » Thu Dec 26, 2013 9:57 pm

Anyone else having this problem?

Customer is added to system by sales or service. Somehow they are getting coded as wholesale. At thier first customer pay repair when we make a quote for parts is defaults to wholesale. we have to go into customer info and change them back to retail. I need to go up and wtach them add a new customer to see where it may be getting done but thought maybe somene here has seen it already.
B964
 
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Re: Retail customers codes as wholesale

Postby wholesaleguy » Wed Jan 08, 2014 5:39 pm

Dealertrack does not have a way to manually change your preferred customer type ie: R=Retail or W=Wholesale, perhaps that's an option in the back files somewhere. I would suggest that you recreate the issue, and make a case for it. I haven't heard of this happening to anyone else.

`Ray
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