F&I > Sales Desk

Adjusting the Reserve Split Percentage

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 Rate hyperlink to open the Lender Finance Information window.

  2. Click the Fixed Profit dropdown.

  3. Select No within the dropdown.

  4. Click the Dealer % field.

  5. Input the Dealer’s percentage of the reserve.

  6. Tab off of the field.

  7. Click the [OK] button to retain the change.

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

· Tabbing off of the field will trigger the system to auto calculate the Lender %.

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