Send a card to Workflow

Send a card to Workflow

When the sale is approved and we need to send the vehicle in preparation, we send it in the Workflow. This article will explain the steps to send the card in a Flow.

WORKFLOW DATA TAB
By setting the status DEPOSIT, the tab Workflow Data will appear in the customer's record under the opportunity.






CHOOSE THE WORKFLOW
Choose the workflow where you want to send the vehicle in preparation. The drop-down list will appear.




CHOOSE THE DELIVERY DATE
Choose End Date for the delivery date and the Time box to choose the time. If you have parts on order, you can also put the date and time when it will arrive in the Part Date box.





ICON ON THE CARD
If you need to add an icon per department, it can be done by clicking on the desired class. Only one icon per class can be added to the map. If the papers are already signed, it is suggested to choose the small pencil. If you are expecting parts, there is an icon for that too. Same thing if you receive the pieces. The icon and its color will appear in the drop-down list, otherwise you can always consult the legend in your User Guide.

Class of Sale







SAVE
Once all the data is entered, you can now save and the card will be displayed in the Workflow. If you want to access the workflow, you must click on : Go to Workflow. The card will then be in color and the other cards will be pale.








CANCEL PREPARATION
If you have sent a card in the workflow by mistake or the person cancels before he/she has even started the preparation, you can remove the card with the yellow button: Delete workflow data.




DELIVERY
CHANGE THE COLUMN AND THE COLOR ONCE THE DELIVERY IS DONE
When the customer has left with the product, it is your mission to come and change the column and the color.

The column = Workflow chart



Color = Card type



SAVE
Once all the data is entered, you can now save and the card will be modified in the Workflow. If you want to access the workflow, you must click on : Go to Workflow. The card will then be in color and the other cards will be pale.

If you have forgotten the definition of each colored square on the card, click here for the article.

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