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How to Select Shipping Recipient Options in Deals
How to Select Shipping Recipient Options in Deals

Learn about this dealer-requested feature—allowing you to edit and account for shipping information on any transaction in seconds.

Ken Lane avatar
Written by Ken Lane
Updated over a week ago

To simplify filling out the shipping recipient information in your Deals system, we’ve built an intuitive dropdown selection menu. Let’s look at how to access this.

1. Navigate to https://www.dealershipdrive.com/and make sure you're signed into your account.

Screenshot of: Navigate to <a href="https://www.dealershipdrive.com/and" rel="nofollow noopener noreferrer" target="_blank">https://www.dealershipdrive.com/and</a> make sure you're signed into your account.

2. Select "Sales Desk"

Screenshot of: Select "Sales Desk"

3. Select "Deals"

Screenshot of: Select "Deals"

4. Locate the deal you would like to edit and select the "Actions" option.

Screenshot of: Locate the deal you would like to edit and select the "Actions" option.

5. From the drop-down options, select "Edit."

Screenshot of: From the drop-down options, select "Edit."

6. From inside of the Deal panel, select the "SHIPPING" button.

Screenshot of: From inside of the Deal panel, select the "SHIPPING" button.

7. From the dropdown menu just below "Shipping Recipient," you will be able to select a variety of shipping options for the deal including, “Same as bill to,” “Custom (Enter and address below),” “Not applicable,” or “Buyer arranged pickup and/or delivery.”

Screenshot of: From the dropdown menu just below "Shipping Recipient," you will be able to select a variety of shipping options for the deal including, “Same as bill to,” “Custom (Enter and address below),” “Not applicable,” or “Buyer arranged pickup and/or delivery.”

8. Once you've made your shipping selections, save them by selecting "Save changes."

Screenshot of: Once you've made your shipping selections, save them by selecting "Save changes."

And it's just that simple!

If you have any additional questions about using your Dealership Drive system, don’t hesitate to look through our Help Center or reach out using the floating chat icon.

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