GMpartsLux wrote:Hi guys,
Our dealership recently switched from Autosoft to CDK. Talk about completely different systems. Its been three weeks now and I feel like I'm starting to get the hang of it.
I'm probably going to ask from time to time what everyone's thoughts and best practices are for certain situations. Many of you have tons of experience with CDK and hopefully can help make my life easier.
Today I have a question about SOR's on internal vehicles. When service makes a repair order for a used car, it does not have a customer number/control number on the R/O. If I need to order a part I cannot do so from the RO. I have to do a manual SOR and type the stock number in the name field. Of course this doesn't attach the SOR to the RO and when the part is sold the manual SOR needs to be manually closed. Do you guys have a better way to handle this?
Thanks in advance
Yep, that's how ADP/CDK does it. If its a company owned/stocked vehicle, there is no customer number attached to it yet. There is no such thing in ADP/CDK as an "Internal RO"... technically speaking. Each line on the RO can be C, W, or I ... a "Customer Owned" vehicle can have an Internal line.... etc... So anyway... point is that if you don't see a customer name/number, the vehicle still belongs to the dealership... Now.... what SHOULD happen is all of these vehicles are stocked in and have a stock # assigned before RO is opened. The service advisor can open the RO by the stock number if its in the system. If not, when they open it or add it by VIN, they need to make sure they input the stock number in the VEH screen to further tie it all together. As long as the correct labor type is used on the line AND that stock number is in accounting with a balance and is a control #...... you can open, sor, pre-pay, bill, we-owe, etc. all to that vehicle no problem.