Purchases Tab - Searching Customer Orders

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    PURCHASES TAB - SEARCHING FOR CUSTOMER ORDERS

    PURPOSE

    The "Purchases" Tab is intended for automotive merchants whose Dealer Management System (DMS) is directly integrated with Ackroo.

    (NOTE: This menu option is visible only to Program- and Business-level Administrators.)

    This view populates all purchase orders that are paid and closed in the dealerships' Sales or Service departments, or both.

    The table contains data columns, capturing:

    • Created Date (date the record was generated in Ackroo)
    • Dealer Name (business name)
    • Close Date (date the order was paid/closed)
    • Customer Number (from the DMS)
    • RO Number (from the DMS)
    • Advisor Number (employee identifier)
    • Purchase Amount (pre-tax amount, based on Parts and Labour cost)
    • Card Number (card/account associated in Ackroo)
    • First Name
    • Last Name
    • Registered Status (if the customer is registered to a rewards card/account in Ackroo)

     

    Staff can use this search page to verify whether or not a customer successfully earned loyalty rewards on a purchase.

    If Loyalty Funds were earned on a purchase, this will be indicated by the following columns:

    • The Card Number column has a card number listed
    • The Registered column indicates 'Yes'

    A missing card number and registered status of 'No' will indicate that this customer was not linked to an Ackroo loyalty card/account and therefore no loyalty funds were earned on the purchase.

     

    HOW TO USE THIS TOOL

    Visit https://manage.ackroo.com and sign in.

    • Click on the Purchases tab
    • Select Service or Sales as desired
    • Using the Search function, locate specific purchase orders based on any of the following:
      • Customer Number
      • RO Number'
      • Card Number
      • Customer Name
    • Note if the Card Number column has a card number listed. This means a rewards card earned loyalty on this purchase.
    • Note if the Registered column indicates 'Yes'. This means a customer number was matched with this purchase and the customer earned loyalty on this purchase.
    • A missing card number and registered status of 'No' will indicate that this customer was not linked to an Ackroo loyalty card/account and therefore no loyalty funds were earned on the purchase.

     

    For more information on how to manually add loyalty funds to a card, click here (See page 14).

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