Access and Understand Orders

After completing the integration with CDK, a new tab called "Orders" will be added to the side navigation. This tab provides access to a comprehensive list of all orders imported from CDK into the Strictly platform. Depending on the API connections configured, you will see three main types of orders in this list:

• Parts: Orders related to parts sales.
• Service: Orders related to service and repair work.
• F&I: Finance and Insurance orders, including warranties and other financial products.Needs revision

Understanding the List of Orders

Each column in the Orders list provides essential details about the orders:

• Order ID: Displays the unique identifier assigned to each order.
• Customer: Shows the name of the customer associated with the order.
• Vehicle: Displays the vehicle details, including make, model, and year.
• Type: Indicates the type of order, such as Parts, Service, or F&I.
• Amount: Shows the total value of the order.
• Status: Displays the current status of the order. Refer to the status descriptions below for more information.
• Created At: Indicates the date and time when the order was imported into the Strictly platform.
• Actions: Provides available actions that can be taken for each order, such as viewing details or processing the order.

Order Status Descriptions

The Status column shows the current state of each order. Here are the possible statuses:

• Unpaid: The order has been created, but no payment has been received yet.
• Paid: The full payment for the order has been received.
• Closed: The order has been completed and finalized, with no further actions required.
• Syncing: The order is currently being synchronized with the CDK system.
• Partial Paid: A partial payment has been received, but the full amount is still pending.
• Paid with Error: The order was paid, but it could not be successfully updated on Fortellis, requiring further attention.

This screen allows you to efficiently manage and review all orders in one place, ensuring you have all the necessary information at your fingertips.