Starting a Transaction — Without DMS Integration

Modified on Tue, May 19 at 12:09 PM

Without a DMS integration, transactions are created manually. The cashier selects the department, enters the customer's information and order number, and inputs the amount before processing payment.

Not sure which process applies to you? If you enter customer details and amounts manually, follow the steps on this page. If repair orders appear automatically in DealerWorks with amounts pulled from your DMS, see Starting a Transaction — Integrated with DMS. 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. The transaction form and field labels will update based on the department selected.
3 Enter the customer's name in the name field and the order number in the order number field. Enter an email address if you plan to email a receipt.
4 Enter the total amount due in the Amount field.
5 Click Receive Payment to open the payment processing options. Then select your payment method.

Note: Amounts entered manually in DealerWorks are not synced to or from any external system. Always verify the balance against the repair order in your DMS before processing payment.