F&I > Deals
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      1. Dominion DMS Help Center
      2. Sales Module
      3. F&I > Deals

      Close a Deal (Sales)

      Once the Sales Desk has been converted to a Deal.

      Navigate to Sales > F&I > Deals

      Inside the Primary Grid:

      1. Filter/Sort the primary grid to locate the Deal.

      2. Select the Deal by clicking on the corresponding line.

      Within the Deal:

      1. Confirm that all entries are correct.
      2. Click on the [Close] button in the Action Ribbon.
      3. Click on each tab and remedy any Errors, Warnings, Trades, and Close issues.
        1. You may not close a deal with unresolved errors.
        2. You may close a deal with warnings, however these items should be resolved before Accounting closes the month.
      4. After reviewing the Close tab, click the [Close] button in the lower tight.

      A Note about the Trade-In

      When the deal is closed, the trade will automatically be stocked into Inventory.

      After hitting the [Close] button, the Stock In Box is automatically checked on the Trades tab.
      Unchecking the Stock In checkbox prevents the vehicle from being added to the inventory.
      Clicking the Close/button Closes the Deal.