Creating a Service Contract (Sales)

VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on  Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Sales > Maintenance > Sales > Service Contracts

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

2. Input the Service Contract Code in the field.

3. Click the [Create] button.

4. Click the Description field and input the Service Contract description.

5. Input Price. (Optional)
6. Input Cost. (Optional)
7. Input Deductable. (Optional)
8. Input Months. (Optional)
9. Input Mileage. (Optional)
10. Set Capitalization to Yes.
11. Set Profit to Back end.

12. Set User Override to Yes.

13. Set Type to Service Contract, Maintenance Plan, or Protection Plan.
14. Search and select a Vendor.
15. Click on the Available Taxes and use the right pointer to add them to the Selected Taxes table.

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

Note that a Vendor must be selected for the Service Contract to print on forms.