KB Article #8045
The OEC Home tab is an overview of all quotes and orders that you receive through your OEC subscriptions.
The following menu options are available on the Dealer Portal Overview:
|
Option |
Description |
|
|
Choose a timeframe to view:
|
|
|
Search for transactions using keywords. |
|
|
Filter your transactions list by:
|
|
|
Click More to add columns to the grid to see more information about transactions |
Note: You can double-click any transaction on the list to go directly to the transaction in the application it originated from.
The following details about each transaction display on the Overview:
|
Column |
Description |
|
Subscription |
The OEC application the transaction originated from. |
|
Status |
Shows the current status level of the transaction. This will automatically update, depending on actions taken on the order. |
|
Type |
Shows the kind of transaction based on the originating application. |
|
Programs |
Some OEMs have chosen technology to manage specialized pricing programs. These are listed in this column. |
|
Vehicle Description |
The year, make, and model of the vehicle. |
|
Submitted By |
The body shop or account that submitted the transaction. |
|
Last Modified |
The last date and time the transaction was modified and changes were saved. |
|
Latest Memo |
Enter notes to yourself or co-workers who work on your transactions. If a new memo is added, the previous entry is permanently deleted. |