Orders

Where to see if customer paid the deposit
If your customer paid the deposit on the customer status page you will receive an email notification: In your account you will see a little green D le...
Mon, 26 Apr, 2021 at 12:23 PM
PDF files we support for broker account
Please note that the files should be saved in a right format, the text  1. Manheim gate pass 2. Adesa PDF 3. Smart Auction PDF 4. ACV ...
Fri, 6 Oct, 2023 at 12:29 PM
Order journey and automated emails
1. LEAD - price the lead and send the quote. You can enable automated email follow-ups 2. QUOTE - Quote email was sent, follow up process 3. NEW -...
Fri, 14 Jan, 2022 at 8:07 PM
Customer portal
Your customers are getting emails with the link to the customer portal where they can see order information, check the status, and pay the deposit. They...
Fri, 15 Dec, 2023 at 6:41 PM
How to assign Orders to Sales People
1. When an agent creates Lead / Quote / Order it will be assigned to him automatically  2. If while creating an order you need to assign it to somebody ...
Mon, 14 Feb, 2022 at 2:30 PM
Auto-assign leads to sales people
! IMPORTANT: if you want to enable the auto-assign module in your account, please contact us by email at support@carshipio.com or in chat Open MY>Sales ...
Mon, 21 Feb, 2022 at 12:14 PM
How to use Bill To Module
To select "Bill To Company" just type an existing contact, like you would type an existing customer, and select it.  Bill To Company will...
Wed, 29 Nov, 2023 at 3:00 PM
Email order import from Manheim
To bring emails from Manheim into your CarShipIO account, follow these steps: 1. Check Your Email: Make sure the email you want to import comes from Manhei...
Thu, 16 May, 2024 at 1:55 PM
How to Mark Multiple Orders as Paid for the Same Customer
We support managing payments for multiple orders from the same customer.  To streamline this process, we have a feature that allows you to mark orders as pa...
Tue, 28 May, 2024 at 8:35 AM
Automated Commission Calculation
Brokers can now set up automatic commission calculations for their agents, ensuring accuracy and efficiency. Setting Up Commission Calculation: Access S...
Tue, 28 May, 2024 at 10:24 AM