KB Article #6640
Quickly locate and finalize incomplete RepairLink orders in OEC. Utilize Submit/Commit to complete remaining transactions, allowing you to stay on top of new quotes and orders arriving at your dealership. Archive completed transactions to keep your RepairLink overview organized!
You can either modify your view or search transactions to locate orders that have not been finalized.
To modify your view to locate open orders:
- All transactions will now display.
- Click Filter Transactions.
- From the drop-down menu, select one of the following options to identify any uncompleted transactions:
- New
- Pending
- Opened
- Working On
- Responded To Buyer
- Backorder Pending
- The Overview will refresh, and only transactions with the chosen status will be visible.
- Double-click to open the RepairLink transaction you want to finalize.
- If the transaction has been completed, click Submit/Commit.
-or-
Click Cancel Order if the order was cancelled. - Click Overview to return to the RepairLink Overview.
- Repeat steps 6-8 for all transactions you wish to finalize.
- Use the Filter Transactions drop-down again to identify any additional open orders. To view all transactions, choose All from the drop-down.
To search for open orders by transaction number:
- From the RepairLink tab, use the Search text box and type information found on the Overview. Search by the Trans ID, buyer's PO#, Vehicle Description, or the buyer the transaction was Submitted By.
- Click Search.
- The Overview will refresh, and only transactions matching your search will be visible.
- Double-click on the RepairLink transaction to open.
- If the transaction has been completed, click Submit/Commit.
-or-
Click Cancel Order if the order was cancelled. - Click Overview to return to the RepairLink Overview.
- Use the Search text box again to identify any additional open orders. To view all transactions, click Clear Search.