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BOATS Boat Order and Tracking System

Quick Start User Guide

*TIP: USE GOOGLE CHROME BOATS – Entering a New Order

1. From the Home Screen Select, click the 3 lines, then + New Order

2. Select your Order Type – Either Sold or Stock

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o Sold – Customer information fields are required

o Stock – No Customer information required

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3. Select the Brand you wish to order

4. Then select the Segment and Model, and hit NEXT at the bottom Right

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5. Choose the motor and hit NEXT: COLOR **UPDATE – Triton & Ranger Custom Color Selector not yet available. You can select custom colors here Build My Triton or Ranger Custom Finish Shop and send details to your RSC.

6. Choose the Color and hit NEXT: OPTIONS

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7. Select your Options. Click on each option category to expand the selection. Then hit NEXT: REVIEW & SUBMIT

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8. Review your order for accuracy.

*Retail pricing is shown

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9. At this point there are several options at the bottom.

o Audit Log – Allows you to see the entire history of the order or draft. o Edit – Takes you back to the beginning of the ordering process,

allowing you to make needed changes. o Order Notes – Click here to add notes to you order. o Archive – Cancels this order draft and removes from BOATS o Cancel – Cancel this order draft, and moves it to inactive. o Submit – When your order is correct and ready for processing. o Orders are automatically saved to drafts, if you are not ready to

submit, you can get out of the order by just selecting the Order Management link in the left-hand navigation column and find it again under the Drafts Tab.

10. If you have submitted the order it will be one of these Status’, and can be

found in the ACTIVE Tab.

o WRMG Review - Order has been submitted and is being reviewed by your RSC.

o Order Accepted – Order has been reviewed by your RSC and has been accepted.

o Order Entered – Order is in the system and an order number listed in BOATS.

o Dealer Review – RSC has reviewed your order and is unable to accept it, as it was ordered. Dealer will need to look at the Audit Log for comments, and either Cancel and Re-enter, or Edit the order.

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11. If an Order is NOT submitted it can be found on the DRAFT Tab. o Dealer Pending – Order has been built but not submitted to WRMG.

12. If a Dealer or RSC has cancelled an order, it will be on the INACTIVE Tab.

o Order Cancelled – When an order has been cancelled by you the Dealer, or your RSC.

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BOATS – Requesting a Change to an Order

1. From the Home Screen Select Order Management

*Edits CANNOT be made when an order is in WRMG Review.

2. Go to the Active Orders Tab for your list of submitted orders.

3. Click on the 3 dots in the Action column to request an edit. o here you can View/Print the order, Request to Change the order, and

View the Audit Log.

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4. By Selecting Request Change, you can request an edit to the order, or request cancellation of the order.

o Edit – Will take you back into the order and you can make the changes you would like to see.

o Cancel – Will let you request cancellation.

* As per the WRMG Sales Program, a $350 change fee may apply

5. When you request an Edit or Cancellation that order row will turn BLUE indicating the order had been sent back to WRMG for review. If you hover over the Status, you will see a window indicating ‘Change Request Pending’.

o If your order has a ‘Change Request Pending’ please do not submit additional changes, until the pending change request has been approved or declined.

o Your RSC will review the request and either approve, decline the Change Request or cancel your order.

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6. After WRMG has approved, declined, or cancelled the order, the box will turn white again.

o If you click on the arrow next to the Version number, you will see a pop-up window indicating if the change you have requested has been approved or rejected.

o You should view the Audit Log for any notes from your RSC, and to find out if/why your request has been approved or denied. The newest notes will be on the top.

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FAQs

Q: Who at my dealership has access to BOATS?

A: Dealer Portal users with Owner and/or Sales Manager access levels.

Anyone can view their access level in the Dealer Portal by going to Users View

Q: How do I get Owner and/or Sales Manager access level, if I don’t already have it?

A: Every dealership has one ‘Master User’ that is responsible for creating and updating user access to the Dealer Portal. You can find the ‘Master User’ by going to Users List. The ‘Master User’ Name and Email address is at the very top of the list.

If you ‘Master User’ needs help logging into the portal, please have them contact their RSC.

Q: Will I be able to see all of my orders on BOATS?

A: Only orders entered using BOATS will be visible there. Prior orders are still visible on your Unshipped and Shipped Status reports in the Dealer Portal, under Boat Sales.

Q: Can I see Dealer Net Pricing on BOATS?

A: Not at this time. Currently BOATS shows the retail pricing, matching the brand websites. Adding Dealer pricing is in the plans for future enhancements. Please use the Dealer Portal to see the most current Dealer pricing.

Q: Will BOATS replace the BSM Replenishment Ordering System?

A: No, the BSM Replenishment Ordering System will remain in place for re-stocking orders. However, if you need to order a custom configuration for replenishment, you can place that order in BOATS.

Q: The print is pretty small, can I make it bigger?

A: Yes, you can hold down the control key [Ctrl] and hit the plus sign [+] or minus sign [-] on your keyboard to zoom in and out.

Q: What does the number in the VERSION column mean?

A: When you have an order draft (not yet submitted) the Version of the order is ‘0’. When you first submit the order the Version of the order is ‘1’. If any change requests have been submitted, you will see additional Version numbers for the order.

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Q: What should I do if the system times out or I get an error when I’m in the middle of an order?

A: If this happens follow these steps:

1. Log out of BOATS and close the tab 2. Refresh/log back into the Dealer Portal 3. Get back into BOATS and check the drafts tab for the order you were working on. Drafts are

saved automatically. **BOATS works best in Chrome or FireFox.

Q: What if I need to change or cancel an order?

A: On the Action menu select “Request Change”. Then follow the steps to reconfigure boat with changed item. – OR – Contact your Regional Sales Coordinator (RSC) with your change request and your RSC will advise if a change can be made based on current build schedule and advise next steps.

Q: Who should I call for support with BOATS?

A: You can contact your RSC 1-800-403-6000.

Q: Will a get an alert if an order is declined by WRMG?

A: BOATS does not send alerts. For initial order submission you will want to check your Active Tab and look for a status of ‘Dealer Review’. You should then check the Audit Log for details.

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If an order had previously been accepted and dealer has requested a change, you will need to review the Version drop down and the Audit Log to know if you requested has been accepted or declined.

Q: Can I order Ascend Kayaks or Tracker Off Road using BOATS?

A: Not at this time, but we expect to include these as a future enhancement.

Q: How do I save an order Draft if I'm not ready to submit?

A: Drafts are automatically saved as you work your way through the ordering process. If you get to

the end of the order, and you want to save it, all you need to do is go back to the Home or Order

Management page. If you don't get all the way to the end of the order process, a draft will be saved

at your most recent place in the process.

**THE ARCHIVE BUTTON WILL NOT SAVE A DRAFT - it removes it from all Dealer views