How to edit Inventory Request Order

Task: You want to edit an Inventory Request Order that needs some changes.

Prerequisites: The dealer has submitted the order and you can see the order in the Dashboard.

Steps

1. Open the Manage menu for the order and click Request Review

   

    

2. Click Request Review on the next screen

   

3. Click on Changes Pending and find the order you want to change

4. Load Order

5. Click to step 2 and make the needed changes

6. Saves Assets on step 2 ( this may take a little bit to load)

   

7. Click on Summary and Checkout

8. Click on PDF Quote and make sure the Order image matched the Edited Order

9. Submit the order

10. Process the order

Video Tutorial

2022-12-02 07-47-43.mp4