Managing Deal Statuses in DriveCentric
This article provides a comprehensive guide to managing deal statuses in DriveCentric, including marking deals as delivered, resolving errors, handling DMS integration, and troubleshooting common issues. Follow the steps and guidelines below to ensure accurate and efficient deal processing.
Overview of Deal Processing in DriveCentric
DriveCentric integrates with Dealer Management Systems (DMS) to streamline deal processing. Delivery statuses are typically updated automatically based on data received from the DMS. However, there are scenarios where manual intervention or troubleshooting is required.
Marking Deals as Delivered
Automatically Marking Deals as Delivered
Delivery records are imported automatically from the DMS. Ensure that the deal information in DriveCentric matches the corresponding DMS delivery record. If the records match, the system will update the deal to "Delivered."
If your store has a DMS integration, manual delivery updates are disabled. Delivered statuses must come from the DMS sync.
Manually Marking Deals as Delivered
If the DMS is not integrated, managers can manually mark deals as delivered by clicking the "Deliver" button after marking the deal as "Sold." This moves the deal to the delivered bucket.
Resolving Errors and Mismatches
Handling Duplicate or Unlinked Deliveries
For duplicate deliveries, go to the "Possible duplicate deliveries" section under the pipeline screen. Select the relevant customer and merge the duplicate deliveries to update the deal status.
To mark a customer profile as delivered when there is a mismatch with the DMS, locate the unlinked delivery in the Unlinked section under the "Delivered bucket," click on it, and select "Add New" / "Add Deal" to connect the correct record.
Updating Customer Information
If the internet lead was created under an individual’s personal information but the vehicle was purchased under a company name, update the customer record in DriveCentric to match the company details. This ensures the system recognizes the deal as delivered.
DMS Integration and Permissions
Role of DMS Integration
When a DMS integration is enabled, users cannot manually mark deals as delivered. Delivery statuses are set based on the delivery record received from the DMS.
If a finalized deal isn’t appearing as delivered, request the DMS to resend the record by backing out and re-finalizing the deal.
Permissions for Manual Updates
Manual delivery requires appropriate user permissions. If you lack these permissions, contact an admin or expert user in your organization to make the necessary changes.
Unwinding and Unlinking Deals
Changing Delivered Deals to Undelivered
Unlinked Setting: To change a delivered deal back to undelivered, go to the customer’s record, open the "Deals" tab, click on the delivery and then click "UNLINK DEAL." The deal will revert to its previous "Sold" status and appear in the "Unlinked Deal" bucket.
Possible Duplicate Delivery Setting: To change a delivered deal back to undelivered, unwind the deal in the DMS by placing into the status prior to Booked/Finalized/Capped. In DriveCentric, open the customer record, open the "Deals" tab, click on the delivery and select "Resync Deal". The deal will then revert to its previous "Sold" status.
Removing Delivered/Sold Status from Vehicles
To clear a vehicle’s delivered/sold status, unwind the deal in your DMS. This removes the tags and restores the vehicle to active inventory. Once unwound, the status in DriveCentric will update automatically.
Troubleshooting Deal Push Errors
Resolving Push Errors for Manually Entered Vehicles
Ensure the stock number exists in the DMS (e.g., Reynolds). If the vehicle is custom or unstocked, remove the stock number from the deal record before pushing it over.
Conclusion
By following these guidelines, you can effectively manage deal statuses in DriveCentric, resolve common issues, and ensure accurate record-keeping. For further assistance, contact your system administrator or DriveCentric support.