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Retail Customers & Referrals

Converted VAST customers are already loaded, and new retail customers are created directly in OverDrive — customer data isn't shared back to VAST. OverDrive carries over the same SRRxxxx referral codes used in VAST (for example SRRLeak for a leak referral, SRRSUSP for suspension and steering), but because neighboring stores are still running VAST, referrals to and from them have to be communicated manually.

When this applies

A retail customer is created or served in OverDrive, or a customer is referred between Store 4237 (OverDrive) and a neighboring store still on VAST.

The workaround

  1. Create new retail customers directly in OverDrive; converted VAST customers are already loaded, but customer records are not shared back to VAST. (Store Associate)
  2. Apply the standard SRRxxxx referral code in OverDrive as today — the same codes carry over from VAST (e.g., SRRLeak, SRRSUSP). (Store Associate)
  3. Because neighboring stores are still on VAST and referrals don't sync automatically, phone or email the receiving store to inform them of the referral before the customer arrives. (Store Associate)
  4. If documentation is needed, email the invoice directly out of OverDrive to the other store. (Store Associate)
  5. If DVI results are relevant to the referral, email the OverDrive DVI results to the referring or receiving store. (Store Associate)