Creating DMS Quotes for D2D Express Committed Orders

KB Article #3949

With DMS Connect, dealers can virtually eliminate data entry by creating DMS quotes directly from a confirmed D2D Express order—including parts, customer information, and pricing. 

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You can create DMS quotes from the Committed tab or when shipping an order. Click an option below to get started:

• 1. Click the arrow in the Details column of the order to show more information about the order.
     
  2. In the Offer Information section, click Create Quote.
     
  3. Enter a Counter Person ID, then click OK.
     
• 1. When the shipping page for the order opens, click Create Quote in the Offer Information section.
     
  2. Enter a Counter Person ID, then click OK.