HOW TO: MAINTAIN AN ORDER (CHANGE SPECIFICATIONS)

Page 1

VISTA LETS YOU: � Modify the specifications of an order once a vehicle has been

pre-ordered for a customer or allocated to your retailer by Volvo.

� Access the Maintain Order screen in several ways:

anytime you see a pencil icon next to a vehicle,

you can select it to maintain the order. You’ll also

go to this screen after configuring a pre-sale vehicle

for a customer.

� Use these screens to check the status history; assign a

contract to a customer; get pricing; view specifications, the

contract, or the contract history; complete a vehicle handover, and more.

The following is another example of a path to the Maintain Order screen.

1. From the Order

tab, select Find

Orders.

2. Go to the Status

Criteria and click

the plus sign to

expand it. Then,

under Status Point,

select Order

Confirmed in both

the From and To

drop-down boxes.

HOW TO: MAINTAIN AN ORDER (CHANGE SPECIFICATIONS)

Page 2

3. An order list

matching that

criteria will then be

displayed. Click on

the pencil icon to

Maintain the

vehicle.

4. Roll over any green

text for a pop-up

description of that

item. To modify the

order, click the

Configurator

button.

5. Make your changes

and click OK to

return to the

Maintain Order

screen.

HOW TO: MAINTAIN AN ORDER (CHANGE SPECIFICATIONS)

Page 3

6. Back on the

Maintain Order

screen, leave the

ASAP Indicator

box checked.

7. Assign a customer

to the contract

(see separate job

aid on contracting).

8. When the expected

delivery date shows

at the top, click

Confirm. The order

has been placed or

modified.

You can come back

to this screen to.