John Smith calls in or stops by in person, orders a mirror, pre-pays, mirror arrives with our order a few days later. Or since GM is focusing on emptying out their Amazon warehouses, it takes longer, even though our local warehouse has the part
Jane Smith, his wife, comes in to have the mirror installed, RO is written up under Jane Smith. Special order part and deposit cannot be moved to the RO because the names do not match. "Selection to a different customer not allowed" is the error message.
Ideally when a counterman orders a part over the phone or in person, if the customer is already in our system and has a VIN assigned to them, the VIN is selected NOT the customer name. This way when the RO is generated, the order/RO are tied together with the VIN. Does not always happen, customer might be in the system but no VIN assigned. We cannot assign VIN's in parts.
So what to do when we cannot roll special orders that have a deposit to a RO? The problem is, and this has happened in the past, if the part that was installed in our shop fails then or later and it's not billed on the RO, we are told by warranty to shove it.