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Introduction to Order Bank

Order Bank is a SalesMaster component that enables you to track and manage your customer orders from quotation through to delivery.

Orders are created by locating available vehicles in Stock Book then adding your customer, dealer fit products (like mats, mud-flaps etc) and your financial or insurance add-ons (such as GAP, safeguard, smart dent etc).

Factory orders can be created from scratch using model and option pricing from CAP integration.

Order Bank enables simple management of your orders with one-click reporting on pending orders and those that have been delivered.

 

 

 

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