Purchases Tab - Searching Customer Orders

What is the Purchases Tab Used For?

The "Purchases" Tab is intended for automotive merchants whose Dealer Management System (DMS) is directly integrated with Ackroo.

(NOTE: This menu option is visible only to Program- and Business-level Administrators.)

This view populates all purchase orders that are paid and closed in the dealerships' Sales or Service departments, or both.

The table contains data columns, capturing:

• Created Date (date the record was generated in Ackroo)
• Dealer Name (business name)
• Close Date (date the order was paid/closed)
• Customer Number (from the DMS)
• RO Number (from the DMS)
• Advisor Number (employee identifier)
• Purchase Amount (pre-tax amount, based on Parts and Labour cost)
• Card Number (card/account associated in Ackroo)
• First Name
• Last Name
• Registered Status (if the customer is registered to a rewards card/account in Ackroo)

Staff can use this search page to verify whether or not a customer successfully earned loyalty rewards on a purchase.

If Loyalty Funds were earned on a purchase, this will be indicated by the following columns:

• The Card Number column has a card number listed
• The Registered column indicates 'Yes'

A missing card number and registered status of 'No' will indicate that this customer was not linked to an Ackroo loyalty card/account and therefore no loyalty funds were earned on the purchase.

How to Use the Purchases Tab

Visit https://manage.ackroo.com and sign in.

• Select the Purchases tab
• Select Service or Sales as desired
• Using the Search function, locate specific purchase orders based on any of the following:
  • Customer Number
  • RO Number'
  • Card Number
  • Customer Name
• Note if the Card Number column has a card number listed. This means a rewards card earned loyalty on this purchase.
• Note if the Registered column indicates 'Yes'. This means a customer number was matched with this purchase and the customer earned loyalty on this purchase.
• A missing card number and registered status of 'No' will indicate that this customer was not linked to an Ackroo loyalty card/account and therefore no loyalty funds were earned on the purchase.

For more information on how to manually add loyalty funds to a card, click here (See page 14).