DealersEdge Professional Forums

How do you set up special instructions for a customer to pop up when you open a parts invoice? We want to set up a message to pop up when we open an invoice for customers requiring a po or vin number or vehicle number. I've searched CDK's service connect but cannot find it. Thanks in advance.
Mike

The function code is OCCU, then ADD/UPDATE tab, then PARTS tab. Here you can add your special instructions and also require a PO before the invoice is closed. The special instructions will only appear the first time you open a quote or an invoice, so if you quote or invoice something for a customer and save said quote or invoice the next time it's opened, special instructions will not appear. We've had this issue before so keep that in mind.

Thanks for the help!

Absolutely. Glad I could help.