Starting a Transaction — Integrated with DMS

Modified on Tue, May 19 at 12:04 PM

When DealerWorks is integrated with your Dealer Management System (DMS), repair orders sync automatically and appear in the transaction list. Follow the steps below to locate an order and open the payment window.

Not sure which process applies to you? If repair orders appear automatically in DealerWorks with amounts pulled from your DMS, you are integrated — follow the steps on this page. If you enter customer details and amounts manually, see Starting a Transaction — Without DMS Integration. Contact your DealerWorks administrator if you are unsure.

Video Walkthrough

Steps

1 In the left navigation, expand General and click Process Transactions.
2 Select the appropriate department tab at the top of the screen — for example, Service, Parts, or Body Shop.
3 The Process Service Transaction screen opens, showing a list of open repair orders pulled from your DMS. You can scroll the list or use the Search Invoice ID field at the top to locate a specific order.
4 Click into the Search Invoice ID field and type the Invoice ID or Repair Order number. Searching triggers a sync with your DMS — this is useful if billing amounts or details have not yet carried over to DealerWorks.
5 When the repair order appears, confirm the customer name and balance are correct.
6 Click the blue Payment button on the repair order row to open the payment processing options. Then select your payment method.

Tip

If an RO balance looks incorrect or outdated, searching for it by Invoice ID in the search bar will trigger a fresh sync with your DMS and may update the amount automatically.