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Log into the CRM. Once logged in, navigate to the Sales section. This is where you will find all net new sales. Sales with the status of Charged indicate that they have not yet been actioned.

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Reviewing the Order Details

Click into the desired sale to view the order details. Here you will see the customer’s contact information, the tires they purchased, the financial breakdown (including fees and the cost of tires/installation), and a location for the claim code. The claim code will be used at the time of installation to receive the funds for the order.

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Ordering the Tires

Identify the tire(s) that need to be ordered for the customer’s scheduled appointment. Locate the tire’s SKU and click on the hyperlink associated with it. Clicking this link will take you directly to the tire catalog where you can source the required tires.

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Placing the Purchase Order

In the tire catalog, you will see the tire details, the sell price, and availability from various distributors, including your internal inventory if applicable. Select the distributor you wish to order from. Update the quantity to match what the customer purchased. Click the Order Now button. Enter your P.O. number and any necessary notes for the distributor. Click Place Order.

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Confirming the Order Status

After placing the order, it will automatically generate a purchase order in the Purchase Orders tab with a status of Pending Approval. Once the distributor has actioned the order, the status will automatically change to Ordered, confirming that the tires are on their way for the online sale.