Adding Non-Capitalized Items to a Lease

Sales > F&I > Sales Desk

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Sales Desk.

2. Select the Sales Desk by clicking on the corresponding line.

Within the Sales Desk screen:

1. Click the Products, Service Contracts, Insurances, Fees, or Taxes hyperlink in the far-right column of a lease deal.

2. Click the [Add] button.

3. Click the dropdown and select which item is to be added.

4. If applicable, click the Capitalized dropdown, and select No.

5. Click the [Add] button.

6. Click the [OK] button.

7. Click the [Save] button in the Action Ribbon.