Creating a Wholesale Deal

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 > Vehicles > Vehicle Inventory

Inside the Primary Grid:

Filter/Sort the primary grid to locate the vehicle.
Select the vehicle by clicking on the corresponding line.

Within the Vehicle record:

Hover over the [More] icon within the Action Ribbon.
Select the Wholesale Deal option.
Input the customer’s company name.

-or- Click the magnifying glass and search/browse for an existing customer.

Select the Customer.
Select [Create Deal].

-or- Click [Create Deal] to create a new customer.

Enter the Customer number or click Create to auto-assign.

Inside the Wholesale Deal window:

Input the Sales Price into the Sales Price field.
To input a trade vehicle, click the Trade Allowance hyperlink and select the [Add] button.
To input a product, click the Products hyperlink and select the [Add] button
To input a fee, click the Fees hyperlink and select the [Add] button.
Select the [Employees] button to open the Deal Employees window.
Click the Select field. A dropdown under the Employee section and choose the appropriate employee. If multiple employees are needed, select the plus icon next to the respective position to add a new line.
Click in the blank space under Amount to open the Employee Commission window.
Click the Schedule dropdown to select the commission schedule for the employee.
Click the Tier dropdown to select which tier of the commission schedule is to be used.
Adjust the split percentage, if needed, in the Split field.
Select the [Calculate] button and answer [Yes] to recalculate the commission for this employee.

Inside Wholesale Deal window:

1. Select the [Forms] button to open the Print Forms Window.

a) If applicable, select a forms packet within the Packets section by clicking the packet name.

b) If applicable, select the laser forms to be printed by clicking into the Check Box next to the form name in the Laser Form section. Forms may be chosen individually, or all at once. To select all the forms within the Laser Forms section, select the [Check All] button.

c) Select the impact forms to be printed by selecting the form name in the Impact Forms section, and selecting the [Print Impact] button.

d) Select the [Close] button to return to the deal.

2. Select the [Recap] button and select either the Profit Recap or Deal Recap to view/print.

3. If applicable, select the [RDR] button to send the Retail Delivery Report to the manufacturer.

4. Select the [Close Deal] button to open the Close Deal window.

• Check for Errors and Warnings. Errors and Warnings are indicated by a numeric

value next to the respective tab. If any exist, select the appropriate tab and click the hyperlink explanation to be navigated to the issue that needs correction.

5. Click the Close tab.

6. Select the [Close] button.

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