FAQ-013-OPPORTUNITIES-How to cancel an order for modification?

Contents:

1. Example 1: The customer has changed their mind and now wants the trade-in removed from their order
2. Example 2: Add a customer benefit
3. Example 3: Add an accessory in the same offer

Example 1: The customer has changed their mind and now wants the trade-in removed from their order

From the 'Opportunities' module, find the order by entering its number or the ID shown in the URL. Then, open the order and click the 'Modify' button to edit it.

OpenFlex warns you that the system will create an offer identical to the order.

• This way, you can make changes based on the previous order.
• You will be asked to confirm these actions.

In this example, we are going to remove the trade-in, but you could also change details concerning the vehicle being sold or the trade-in.

From the offer, click on the “Delete trade-in” button.

You will be asked to confirm the removal before it takes effect.

Once you have made the changes, click on “Validate the offer and print it”.

A new window, which title is “Place the order” will then open. In it, you can: 

• Check the customer's contact details (1) and the signature method used: handwritten or online (2). 
• Specify the aimed delivery date and the extreme delivery date (deadline that the client wishes) (3). 
• Decide the payment method and register a deposit if needed (4). 
• Select the documents that are part of the customer form (Order form, Terms and Conditions…).
• (5) Fill in the required fields in the various tabs. Then click on the “Validate and print” button to finalise the order.

Once the vehicle has been ordered, the original order is cancelled and replaced.

Example 2: Add a customer benefit

Go to the “Opportunities” module. Then look for the order concerned and open it. Click on the “Modify” button to edit it. 

An alert will notify you the system is going to generate a new offer that is identical to the previous one. You can bring modifications based on this offer.

From the offer summary, click on the « Modify » button next to the «  Customer benefits » field.

• (1) Type in the description and amount of the discount. 
• (2) To add an additional discount, click the 'Add a discount' button. 

The amount can be in € or %

Save your changes by clicking “Save”.

This will update the « Customer benefits » field in the commercial proposal summary.

Example 3: Add an accessory

From the offer summary, click on the « Modify » button next to the « Accessories » field.

From the « Additional products » window and the « Accessories » tab, you can modify (1) or delete (2) an accessory that is already listed.

To add an accessory that is already listed in your settings, click in the « Predefined accessory » (3) field, click on the required accessory and then on  “Add” (4).

To add a new element, click on 'Create a new accessory' and configure it.

For each new accessory, complete its name, reference number, the amount excluding VAT and the VAT rate. The amount including VAT will be calculated automatically. Click 'Add' to complete the creation of the new accessory. When you are finished with your changes, click on the « Close » button.

The examples given above are far from exhaustive. You can also estimate a trade-in value, change the financing offer, etc.