When a Lead is created the user can select various activities based on the workflow (create Offer, arrange Test Drive appointment, create Order, etc).
Below the process of an Order creation is described.
The DSW user can select from the dropdown list of the activities, the option of "Order" in order to create an Order
for the previous created Offer (or for one of the Offers if more than one is created)
Then the Lead page refreshes and the Offer (or the Offers) are displayed and the user has to choose the prefered Offer for which he wants to create
an Order by clicking on the "View" button in the right side of the Offer
Then the "Offer preview" pop-up window opens and the user must choose the "Select" button
After selecting the Offer and click on select button, the page refreshes back to activity arrange page.
The Order is not completed yet and the user has to select the "Disk" button in the lower right corner of the lead page.
Now the Order is created and at that time an Order document is added in the Related tab of the Lead, under the section "Printable Files".
Also through the endpoint of POST (Status Update) the Lead status in DMS is updated to "Order Completed"
Example of json can be found here:→ document_sales_order.txt
dms-std-api: → https://app.swaggerhub.com/apis/ThinkRIT/dms-std-api/1.2.0#/Documents/SendSalesOrder
Next possible steps in the process:
- Customer accepts the Order (select activity "Accept Order")
- Customer cancels the Order (select activity "Cancel Order")
- DMS is sending updates with regards to DMS Order Status or with regards to manufacturer status on a VIN level through the process of "Update Order Status"
Exceptions
- Sales incentives are not part of the sales API that DSW calls for the iDMS sales offer and sales order.
- Get DMS Prices API is not used in case of the iDMS.
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