DealerTracks Refund SO parts w/o parts here

DealerTracks Refund SO parts w/o parts here

Postby jvent30 » Sat Jun 01, 2024 6:11 pm

Good Afternoon, I'm not too familiar with DT at all, I've been CDK my whole time as part. Situation I'm in, Shop prepaid some parts, before the order was submitted they called back and canceled. I pull up the invoice under a closed invoice and hit create returns and nothing shows up. I know I can manually switch from counter sale to counter return but the SO will still be open and be ordered when the order gets submitted for other parts. How do I refund and cancel the SO, or is it two steps? I know DT is a bit dumb when it comes to things like this
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Re: DealerTracks Refund SO parts w/o parts here

Postby SoIndianaPartsGuy » Mon Jun 03, 2024 12:10 pm

This should be what you are looking for.
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