Available Repair Business Sources (Management setting)

Use the Available Repair Business Sources setting to manage business sources that can be tracked on appointments and agreements to help maximize marketing and advertising efforts. A few business sources are set up for you and cannot be changed (Service RO, Warranty RO, and Other RO), but you can add and remove your own sources.

Locations using TSD's Delivery and Collection module have a Delivery & Collection source available, and it is automatically selected by default as the Business Source whenever you mark an appointment or agreement for Delivery and/or Collection (therefore overriding your default Business Source selection). See "Delivery and Collection with TSD" for more information.

Add a new business sourceClosed

  1. Find and edit () the Available Repair Business Sources management setting.
  2. Click ADD BUSINESS SOURCE.
  3. Enter the name of the Business Source and a description.
  4. To lock a setting at a higher level (e.g., dealership) so it cannot be edited at a lower level (e.g., locations) select the Locked indicator ().
  5. Click Save. You can select an existing business source from the Default Business Source list, available at the location level only, to be automatically selected as the Business Source on all new appointments and agreements.

Remove a business sourceClosed

  1. Find and edit () the Available Repair Business Sources management setting.
  2. Click REMOVE to remove any of the business sources that are not one of the pre-set ones set up for you. If this source you're removing is set as the location's Default Business Source, a message is displayed in the bottom left corner that your Default Business Source has been removed.

Choose a default business source for a locationClosed

At the location level in TSD DEALER, you can choose a default Business Source to be automatically selected on appointments and agreements.

  1. Find and edit () the Available Repair Business Sources management setting. 
  2. Select an existing business source from the Default Business Source list, available at the location level, to be automatically selected as the Business Source on all new appointments and agreements.
  3. Click SAVE.