This walkthrough covers the complete process of working an Amazon deal inside A2Z, from the first notification through vehicle confirmation, assignment, deal details, trade evaluation, loan status, and final delivery. Each step includes a screenshot to guide you through the workflow, so you can confidently manage every stage of an Amazon customer’s purchase within A2Z.
Depending on your permissions you will land on either the customer search page or the manager dashboard as pictured here rom the Manager Dashboard, click the hamburger menu (☰) to access all Amazon deals.
In the menu, click Deals under the Deals section.
On the Deals screen, toggle "Amazon Orders Only" to view only Amazon-related deals. This is essential if your store uses A2Z for multiple workflows (e.g. Desking, Digital Retail, In-Store).
To view deal notifications, click the notification bell at the top right.
You’ll see two types of notifications. The first is informational, such as a Preliminary Loan Decision this one will be acknowledged only. Another example of an informational notice is the Conditional Loan Approval.
The second type is actionable, like a Deal Created notification (e.g., for Joseph Garret).
If your CRM is integrated, this is when the deal is pushed to your CRM with a clickable link that takes you directly to your A2Z Sync page for that customer.
From this notification, you’ll assign a team member to the deal. That person will receive updates via email and/or text (based on their profile settings).
⚠️ You have 30 minutes to confirm the vehicle is on the lot and matches the listing details.
In this example, we assign Delores as the Client Advisor.
Close the notification window by clicking the X.
⚠️ Notifications are shared dealership-wide. Once actioned or acknowledged, they disappear for all users.
To audit or review past notifications, click Forms.
Then click Notification History to see alerts tied to the selected deal.
This view shows all notifications received so far for Joseph Garret’s deal.
Notifications Setup
To receive text alerts, confirm with your Admin that Amazon notifications are enabled for your profile. Then click on your name.
Select My Account to view and update your contact details.
Add your mobile number in the "Mobile" field to activate SMS notifications.
To return to Deals, click the hamburger menu again.
Then select Deals once more.
Understanding the Deals Dashboard
From any page, click the chat icon in the corner to reach A2Z Sync Support.
Enter your message and attach screenshots or documents if needed. The team is ready to help for all software needs!
Use filters to sort or audit deals by:
Date Range
Dealership (for multi-rooftop users)
Client Advisor
Customer Last Name, Stock, or VIN
Date & Time shows the most recent action from either the customer or dealership.
The Dealership column shows which rooftop the deal belongs to if you have multi-rooftop access.
The Customer column is actionable and the customers contact details live here.
Click the customer’s blue-highlighted name to open their contact card.
From the contact card, you can view Amazon-submitted info and any past A2Z Sync deal history the customer had with your store. Return to Deals by using the hamburger menu > Deals.
Client Advisor shows who’s currently assigned to the deal.
Vehicle: Stock helps the advisor verify vehicle availability during the 30-minute confirmation window.
Deal Type will show whether it’s Lease, Finance, or Cash.
A blue car + arrow icon indicates a trade-in. Click it to view trade details.
On the trade-in pop-up, click Launch ACV App to view appraisal details and answer condition survey.
The Stage column shows where each Amazon deal currently stands in the sales flow. This lets your team prioritize next steps quickly:
Menu Complete
The customer has completed Amazon’s initial selections (payment type, terms, down payment, etc.) and has been presented with their first pencil (payment menu).
➤ This is your cue to assign a Client Advisor, confirm vehicle availability, and begin customer follow-up.
Ready for Pickup
At this stage:The customer has completed eSigning of their Amazon e-Docs
The customer has scheduled a pickup appointment via Amazon
The customers card has moved from pending to published in Amazon's system
➤ At this stage, ensure the vehicle is cleaned, prepped, and ready for the scheduled time. Final delivery paperwork and coordination should begin.
Vehicle Delivered
The customer has taken delivery of the vehicle. This status means:Their signed contracts have been remitted
Your dealership’s down payment disbursement is in progress through Amazon Seller Central
➤ This is a signal to wrap up internal deal documentation, close out tasks in A2Z, and ensure the CRM reflects the finalized sale.
Loan Status shows the current financing stage of each Amazon deal. Here's what each status means:
“—” (Hash Mark): Cash deal – no financing requested through Amazon.
“Conditionally Approved”: Approved with conditions – usually needs docs like income or ID. The customer will see next steps within Amazon for stips.
“Approved”: Fully approved for financing. Confirm final terms in RouteOne.
“Other (OT)”: Loan terms changed or lender updated – check RouteOne for the latest structure.
“Declined”: Not approved. Follow up to explore in-house financing options or co-signers Only if the customer has opted in which would be displayed underneath the declined status.
Deal Review & Structure
To start the process for your Amazon customer, find the customer's name and click Forms to view the deal structure the customer built on Amazon.
From the Forms dropdown, select Menu Agreement.
Within the Menu Agreement you can review taxes, fees, products, term/APR, selling price, down payment, rebates — everything you need to know about the customer’s deal.
⚠️ Example: this deal shows a $500 rebate — rebates are not verified by A2Z or Amazon; confirm rebate eligibility with your customer just like an in-store deal.
To view the exact rebate(s) the customer selected, go to Forms → Applied Rebates.
Applied Rebates displays the customer’s selected rebates; only compatible rebates are selectable in Amazon experience and Amazon prompts customers with eligibility requirements and what to bring for verification.
Customer Info Verification
From Forms, open Customer Documents to view uploaded files; if the page is blank, wait for the Customer Documents Received notification before checking again.
IDs are blurred by default for privacy until you hover over them; this is not image-recognition — software always re-verify the ID in person.
Hover over the blurred image to reveal and confirm the customer’s ID details.
The Customer Documents page will include the driver’s license (front and back) for all Amazon deals.
Insurance is optional for Amazon deals; if your state requires insurance at delivery, follow your normal in-store procedures.
⚠️ Download and print customer docs for your deal jacket to compare against what the customer brings at pickup these documents are only stored for 30 days in A2Z.
After reviewing IDs, click the customer’s name in the Customer column to open the Contact Card and cross-check details.
Verify the Contact Card information matches the ID before generating contracts; for minor edits, click Edit Customer.
Return to Deals via the hamburger menu → Deals.
DMS Push & Audit
With customer info confirmed (integration permitting), open Actions and select Push to DMS so finance can audit the deal.
⚠️ Ensure you audit the deal structure in your DMS and Route1, if applicable to ensure proper info is reflected in the contracts sent to the Amazon customer
Click Push to DMS; a successful push will gray the button out and show a blue “Success: Pushed to DMS” popup.
After the push, open the Menu Agreement again from Forms to audit the transferred deal structure that went into your DMS.
Click Menu Agreement to begin your audit of the DMS transfer.
⚠️ If only taxes or fees are slightly off, adjust them in RouteOne; for any other discrepancies, contact A2Z Support.
Contract Generation
Once you have verified the DMS against the Menu Agreement, begin contract generation in RouteOne: run compliance/security checks and build the customer documents; use A2Z Product Contracts for products when possible since those auto-remit.
From Forms, select Product Contracts to access contract generation.
On the Product Contracts page, confirm all details pulled over correctly and verify the lender selection.
Click Generate All (or generate individual contracts as needed).
Download generated contracts, then drag-and-drop them into RouteOne; when complete, send alongside your other documents you plan to have the customer sign electronically for the customer’s eSigning ceremony.
Marking Ready for Pickup
Return to Deals (hamburger menu → Deals). To mark the car ready for pickup and before marking Ready for Pickup, wait for (1) signed docs returned in RouteOne and (2) the customer to schedule pickup type and time both must happen before clicking ready for pickup.
⚠️ Assigned Client Advisors are notified via text if enabled when the customer schedules pickup, for all others this notification will be seen in the A2Z notification bell.
The Customer Completed Order notification indicates the customer completed all actions they can on Amazon without dealer intervention.
Note pickup type on the notification:
Extended = includes orientation drive
Express = no orientation drive.
This determines the pickup experience.
After acknowledging the pickup appointment notification, verify signatures in RouteOne before using Actions to mark the vehicle Ready for Pickup.
In Actions, click Mark Ready for Pickup.
The deal stage will update to Ready for Pickup once selected.
Marking Vehicle Delivery
After the customer receives their selected pickup experience and leaves, go to Actions → Vehicle Delivered.
Marking Vehicle Delivered updates the stage, notifies Amazon of the sale, and starts your payment disbursement according to your setup with Amazon Support.
A delivery confirmation popup will appear; click Continue to auto-remit any relevant contracts.
You should see a Contract Remittance Success popup; if you see an error instead, contact A2Z Support.
Cancellations
The final notifications in this walkthrough to review in the bell include Cancellations.
A Customer Canceled Order notification may mean the customer canceled before reaching out to your team — if so, do not contact the customer and record the cancellation in your CRM
Some decline notifications show the customer opted in for communications and their preferred method (for example, Text).
On the Deals dashboard: Declined – Text Customer means the customer is opted in and you may contact them; in the Loan Status column (no additional verbiage) means you are not permitted to reach out.
To cancel an order manually, open Actions → Cancel Order.
The Cancel Order screen prompts you to select a reason for cancellation
Choose the appropriate reason from the dropdown list if no reason fits, contact A2Z Support.
Canceling an order before it is in the Ready for Pickup stage begins the refund process automatically for the customer, but if the deal was already in the Ready for Pickup stage, refunds must be processed in Seller Central as well.
Choose Cancel Order to clear the deal and return to the Deals dashboard.
Choose Cancel Order & Re-Desk to open the A2Z Desking tool if the customer is in-store and you want to run alternative numbers or deal types within the A2Z software.
Voiding Contracts
If you need to void contracts after cancellation, open Forms.
From Forms, select Product Contracts.
Click the Void button to void the contract(s).
After voiding, the contracts will appear voided in the Product Contracts view.
⚠️ If you are cancelling after the vehicle is in the delivered stage; this is the point you would need to confirm that the A2Z software automatically voided the remitted contracts - If it fails please reach out to A2Z support.
Quick Redesk using the A2Z Tool
In the Desking tool, click Continue after confirming the customer’s information.
Toggle the deal type, adjust selling price, and use the full functionality of the robust desking tool for further questions or a demo on desking reach out to your A2Z Customer Success Manager.
When finished, return to the Deals dashboard via the hamburger menu. Click Deals to reopen the dashboard.
Walkthrough Wrap-Up
To return to the Manager Dashboard and view your daily Amazon activity, use the hamburger menu → Manager Dashboard.
Thank you for referencing this guide — if you need help, contact your A2Z Customer Success Manager.