Adding Products, Service Contracts, Fees, and Taxes (Outside Sales)

Navigate to Sales > F&I > Outside Sales

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Outside Sale.

2. Select the Outside Sale by clicking on the corresponding line.

Within the Outside Sales screen:

1. Click the Products, Service Contracts, Fees, or Taxes hyperlink.

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 Yes.

5. Click the [Add] button.

6. Click the [OK] button.

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