Handy PDF Guides

This document can be used as a guide every time you start a new order to identify which process you need to follow. It will then direct you to the correct process in the ‘Customer FIRST Ordering Matrix where you will find step by step instructions on which record types to use, how to add leasers and how to correctly identify drivers. The ‘Ordering Matrix’ excel sheet also explains what happens in the system for each of the scenario’s and who is recorded as owner, driver, keeper etc.