Creating a Collision Order

KB Article #7224

Use any imported estimate to create a collision order in Trax. 

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Want to learn more? Watch this video!

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To create a collision order: 

1. Open the estimate using the Estimate Queue or New Order option. 

   • This method is recommended for MSOs or shops with high volume.

     To find the estimate in the Estimate Queue:

     1. Click Estimate Queue from the left side panel. 
        
     2. Locate the estimate in the list and click the line to open it.
        

   • This method is recommended for shops with lower volume.

     To find the estimate:

     1. Click New Order from the left side panel and choose Collision Order. 
        
     2. Choose the Repair Order from the drop-down.
        
     3. If an advanced search is needed: 
        1. Click Adv. Search to open the advanced search criteria. 
           
        2. Enter the requested information. 
           
           Options include: 
           • RO number
           • VIN
           • Date Range
           • All Estimates or Unordered Estimates
        3. When ready, click Filter.
     4. Click Select to the right of the repair order.
        
2. Choose the suppliers you wish to order from. 
3. Review the parts list for accuracy, including part numbers and quantities. 
4. Review any available quote options for applicable parts, such as aftermarket or salvage parts or ValuTrax pricing opportunities.
5. If needed, add tires to the order. (Note: This requires the TireConnect integration.)
6. Add any notes or photos to send with the order. 
7. When ready, click Send Order to send the new order to your supplier(s).
   
8. Once submitted, a success message displays.
   
   From here, you can:
   1. Click View Order Status to open the Unfilled Orders queue. 
   2. Click View Estimate Queue to return to the Estimate queue. 
   3. Click Send Another Order to begin a new collision order.