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D2DLink Overview Window

  • Updated

KB Article #1100

All your D2DLink transactions can be reviewed from the D2DLink Overview--which can be accessed by clicking the D2DLink Overview tab. By default, all transactions will display. Use the Show Me drop-down to view specific transaction types.

Click the links below for details on the information and options available from the D2DLink Overview:

D2DLink Menu Options

The following menu options are available on the D2DLink Overview:

Option

Description

Modify View

Allows you to select which orders display on the Overview, based on date or number of transactions. The following options are available:

  • Show last 30 days transactions
  • Show last 31-60 days transactions
  • Show last 61-90 days transactions
  • Show last 91-120 days transactions

Filter Transactions

 View only transactions with a specific status on the Overview window.

Delete Selected

Removes the selected transaction from the list. 

Archive

Remove a Completed or Canceled order from the Overview. Orders can be viewed at a later time if a question arises or clarification needs to be made. (Click here for more information on archiving orders.)

Print

Prints the transaction contents to the default printer. (Click here for more information on printing orders.)

Attach

 Click to add a note(s) to the selected transaction and to review order information. (Click here for more information on adding notes.)

Refresh

 Use Refresh to see the latest order information on your D2DLink Overview.

View Archive

 Allows you to search your archived orders using several different search criteria.

 Show/Hide Trans ID

 Show or hides the Trans ID column.

 

D2DLink Order Status Definitions

D2DLink eCommerce orders can have any one of the following statuses depending on the transaction type: (Use the Show Me drop-down to select a specific transaction type.)

Sales:

  • Canceled: The order has been canceled by the buyer or denied by your dealership.
  • Completed: The order has been completed or a quote has been sent to your buyer.
  • New: An order/opportunity has been received by your dealership.
  • Opened: An order that was previously viewed but has not started being worked.
  • Working On: Someone at your dealership has opened or is working the order.

Purchases:

  • Canceled: You have canceled the order or it has been denied by the seller.
  • Completed: The order has been completed by the seller.
  • New: You have created a new order/opportunity or sent request for quote.
  • Opened: An order that was previously viewed but has not started being worked.
  • Quote Accepted: You have accepted a quote request.
  • Quote Ready: The seller has responded to a quote request.
  • Working On: The seller has opened and is working the order.

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