If your dealership is integrated, your orders come from your DMS and DealerWorks reads them. What it does not do is write your changes back.
What comes across
Open orders appear in Process Transactions with the customer and the amount already filled in, so a cashier picks the order rather than typing it. See Start a payment on an order.
Searching for an order pulls a fresh copy, which is worth doing if an amount looks out of date.
When the amount changes
If the amount due has moved since the order was written, you are told before you take the payment — the notice names the old figure and the new one. Freight, special-order parts and other charges added later are the usual reasons.
The updated figure is the one that will be charged.
⭐ What does not go back to your DMS
DealerWorks does not write your corrections back to your DMS. If you have a number corrected in DealerWorks, your DMS still shows the original and has to be fixed there separately. See Change the RO or invoice number on a transaction.
If an order is not there yet
You do not have to wait for it. You can take the payment against the order number by hand and it is still recorded against that number — see Take a payment when the order is not there.
If orders stop appearing
Check the sync status shown with the order list, which tells you when data was last pulled and when it will refresh next. If that looks wrong, or orders are missing for longer than a refresh cycle, contact DealerWorks Support.
Related: What your dealership can change, and what we change for you · Words you will see in DealerWorks · Setup and settings — start here
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