Adding a Vehicle to a Sales Desk/Deal
Sales > F&I > Sales Desk
Inside the Primary Grid:
-
Filter/Sort the primary grid to locate the Sales Desk.
-
Select the Sales Desk by clicking on the corresponding line.
Within the Sales Desk screen:
-
Click the Vehicle field.
-
Insert the stock number of the vehicle being sold.
-
Select the Price to import from the Price to Import window if applicable.
-
Select the [Save] button in the Action Ribbon.
-or-
Within the Sales Desk screen:
-
Click the Magnifying Glass in the Vehicle field.
-
Filter/Search the grid to locate the vehicle to be sold.
-
Click the line of the vehicle.
-
Select the Price to import from the Price to Import window if applicable.
-
Select the [Save] button in the Action Ribbon.