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View a customer’s parts order history

Learn how to check a customer’s parts orders in Voze Pro before a visit.

Check a customer’s parts order history from your dealer system on your phone, before you walk in.

Voze Pro

  1. Open a company in Voze Pro.
  2. Tap Sales.
  3. Start with Worth a conversation. It flags parts that are a new win, overdue, slipping, or stopped.
  4. Search the orders for any part you want to check.

Sales shows that customer’s parts orders from the last two years, refreshed every night. Every invoiced order is there, including counter sales and parts on service orders. You can also:

  • See what changed since your last Voze note.
  • See how sales and invoices compare with last year.
  • Search every invoiced line, with prices.
  • Check Where the money moves for the biggest swings by part or supplier.

🔥 Hot tip: Before your next stop, open the company, check Worth a conversation, and ask about the part that’s overdue.

Parts order history is for teams with a Karmak, Procede, or CDK connection, where Sales is turned on. Don’t see Sales on a company? Ask your customer success manager about turning it on.