How-to: Create Dealer/Walk-in Transaction

This article describes the process for loading/creating Dealer or Walk-in Transactions on MYREGPRO.

 Instructions

The rest of this guide assumes that the dealer has already been loaded. See How-to: Create/Edit a Dealer.

Navigate to "New Dealer Transaction" / "New Walk-in Transaction" under respective dropdowns.

1. Fill in the Required Information
   1. Dealer / Transaction Details
      • Dealer - What dealer it is for
      • Order No - If there is any order no required or associated
      • Note - Any notes you need or wish to add to the transaction
      • Authority - The location where the work is to be done
   2. Client Information
      • Note: Client ID is very important!
   3. Vehicle Information
   4. Service Information
      • Select the services required for the transaction

You will be able to edit this information later!

Client ID's are very important and should be triple checked. The system will check if a client with a particular ID already exists and append the vehicle and transaction to them, so please make sure the ID number is 100% correct.