Share with Dealer
The 'Share with Dealer' feature is a great way to work collaboratively with your dealers on Elastic. Sharing with a dealer allows that dealer to login, see the order that you've shared with them, make edits to the order, and even submit the order. Dealers will receive an email confirmation when an order is shared with them.
To share with a dealer, open the 'Orders Widget' and select the icon that will appear to the right of your orders. Note that sharing is only available on orders in 'draft' state. Once an order is submitted, it can't be shared (although it is possible to create PDF and XLSX reports of the submitted order to share with your accounts).
Once shared reloading the page will show this order has been shared with a link share symbol.
- Notifications will only go to dealers with registered users.
- Only draft orders can be shared.
- PDF and XLSX reports of submitted orders can be created and sent to dealers / reps.