One system from order to delivery
DealersCircle’s Custom Product Ordering module gives manufacturers and dealers a single, connected workflow for configuring, ordering, tracking, and delivering custom products. Every option, every status change, every dollar is managed in one place with full visibility for everyone involved.
The problem it solves:
- Pricing errors from outdated spreadsheets and mismatched option lists
- Orders submitted incomplete, requiring back-and-forth to fix
- No visibility into where an order stands between submission and delivery
- Manual processes for warranty registration at the point of sale
- No centralized record tying an order to its full lifecycle: claims, parts, service history
How it works for Manufacturers
Product & Option Management
Maintain product models by model year with a master options database. Options used across multiple models are managed once and propagated wherever needed. Assign options to groups with configurable selection requirements and set up rules that validate orders on save, catching conflicts before they reach your production floor.
Visual Configurator Integration
Capitalize on the investment you’ve already made in retail visual configurators by connecting them directly to DealersCircle. Customer-built configurations can flow into the platform as dealer-ready quotes, carrying selected options, pricing, and visual snapshots forward without duplicate entry. Dealers can move faster, manufacturers keep cleaner data, and configured products can be marketed visually before production is complete.
Flexible Pricing Control
Set default option pricing at the master level, then override at the product model level where needed. When model pricing changes, update existing orders with one click. Multiple dealer discount options are available per order.
Order Workflow & Status Tracking
Product orders move through consistent statuses from Ordered to Delivered. Place orders in a Pre-Production Unconfirmed status and require dealer confirmation before moving to production. Dates are logged for every status change. Full, verbose audit logs show which user made which changes and when.
Print & Documentation
Multiple print options let you output orders with the information appropriate for the audience. Print window stickers with designated images, use stock model images until a specific product image is assigned, or pull in snapshot images from visual configurators. Those images can be used in DealersCircle and distributed to other systems, giving manufacturers and dealers a way to visually market a product before production is complete.
Delivery & Warranty Registration
When a product is delivered to the retail customer, all necessary warranty information is collected, the warranty period begins, and warranty coverage can be confirmed. Track original and subsequent owners with ease.
Complete Product History
Every product displays its full transaction history, plus related warranty claims, parts orders, components, and service communications on separate tabs. Look up any product by Hull ID, VIN, Serial Number, or other unique identifiers. Custom fields capture any non-standard data your business requires.
How it works for Dealers
Configure & Submit
Select a product model, choose from available options within guided groups, and add dealer-specific options or custom write-in selections. The rules engine validates your configuration on save so orders go in clean the first time.
Dealer Discounts & Options
Apply your retail discounts directly to the order. Add dealer-specific options and custom write-ins without waiting for manufacturer intervention.
Track from Order to Delivery
See exactly where your order stands at every stage. Confirm pre-production orders when required. Get notified via email when status changes or when action is needed on your end.
Deliver & Register
Complete delivery to your retail customer directly in DealersCircle. Warranty registration happens at the point of sale or delivery; no separate process is required.
Full Lifecycle View
Every product you’ve ordered maintains its complete history: claims, parts orders, service communications, owner changes, and all associated identifiers (engine serials, trailer VINs, etc.) in one place.
Built in safeguards
1
Rules engine
validates option combinations on every save.
2
Pre-production confirmation
prevents premature production starts.
3
Audit trail
logs every user action and change with timestamps.
4
Configurable notifications
keep the right people informed at every stage.
5
Unlimited attachments
on every product, no file limits.
Before you decide
Can I manage options across multiple models without duplicating work?
Yes. The master options database lets you maintain options once and assign them across multiple product models. New options propagate down to existing models with ease.
What happens when pricing changes mid-cycle?
Existing orders can be updated with new pricing at the click of a button. No manual edits across dozens of orders.
Can dealers customize orders beyond what's in the option groups?
Yes. Dealers can add dealer-specific options and custom write-in options for both manufacturer and dealer selections.
How do I track a product after delivery?
Every product maintains a complete record: transaction history, warranty claims, parts orders, service communications, owner changes, and all associated serial numbers and identifiers.
Is there a paper trail?
Every action on every order is logged with the user, the change, and the timestamp. Full audit trail, always accessible.
See Custom Product Ordering in action.
Request a DemoHave questions about how this fits in your workflow?
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