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

      Un-Close a Deal vs. Editing a Deal

      Sales > F&I > Deals

      Unclosing a Deal can affect many other operations in the dealership. For this reason, a Deal that is Closed should only be Un-Closed when necessary.

      Reasons to Un-Close a Deal include:

      • If the customer Backs out of the Deal.

      • To change the vehicle being purchased.

      • To change the Deal to another Customer.

      Reasons to Edit and not Unclose a Deal (include but not limited to):

      • Change the Loan term.

      • Adjust the figures within the Lender's parameter.

      • Change monies allocated.

      • Change the Lender.

      • Re-contract.

      • Reprint a form.

      • Change the Deal Date.
      • Add a Co-buyer.
      • Add a Trade.
      • Change the Down Payment.
      • Change the Payment.

      Best Practice tip - You should never Unclose a posted deal but rather reverse the posting first (See Reversing a Posted Deal). The cost of the vehicle will be 0.00. Therefore, the deal profit, as well as reports, will reflect 0.00 cost. 

       

      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. 

      Note: The following permissions are required for this action. Please consult with your Comptroller to adjust your permissions as needed: Accounting > General Ledger > Post Vehicle Sales.

      To edit a Closed Unposted deal:

      1. Navigate to Sales > F&I > Deals

      2. Select Closed in the Master Filter.

      3. Filter/Search and select the Closed Deal.

      4. Click on the [Edit] button in the Action Ribbon.

      5. Make the necessary changes

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

      7. Click Refresh to get out of edit mode

      • If a Deal is Unposted, any changes you make will carry over to the Unposted Deal in Accounting.

       

      To edit a Posted Deal (ie; edit the Posted Deal to modify it rather than Unclosing the Deal) :

      1. Navigate to Accounting > General Ledger > Post Vehicle Sales

      2. Select Posted in the Master Filter.

      3. Filter/Search and select the Posted Deal.

      4. On the Deal Information tab, click [Allow Edit]. Click the [Yes] button to confirm to Allow editing of a Closed Deal

      5. Navigate to Sales > F&I >Deals

      6. Select Closed in the Master Filter.

      7. Filter/Search and select the Closed Deal.

      8. Click on the [Edit] button in the Action Ribbon.

      9. Make the necessary changes

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

      11. Click Refresh to get out of edit mode

      • If a Deal is posted any changes you make will not carry over to the posted deal and adjustments will need to be made to the deal posting in Accounting to reflect the changes.

       

      To un-close an Unposted Deal:

      1. Navigate to Sales > F&I > Deals

      2. Filter/Search and select the closed Deal.

      3. Click on the [Edit] button in the Action Ribbon.

      4. Click on the [Un-Close] button in the Action Ribbon.

      5. Confirm to Un-Close this Deal by clicking [Yes].

      • Note: If the Deal is POSTED- Accounting has a few options. They can do a Journal Entry to move the money to other accounts or they can reverse the batch and either edit it or tell it to start over to pull the new information.

         

      About Trade-ins on these Deals.

      • If Sales needs to sell a trade-in before the Deal that bought that Trade-in closes, F&I Management can Uncheck the Stock In checkbox on the Trades tab of the Close Deal window when Closing the deal.

      • If you are unclosing a deal that has a Trade-in and that Trade-in has not been sold, it will remove the Trade-in from the In-stock status.

      • Note: If you are un-closing a deal that has a Trade-in and that Trade-in has been sold, you will need to remove (swap) the Trade-in from that deal placing it back in stock so the deal that It is in can be un-closed. Once the deal is re-closed, you can swap the Trade-in back into the deal it’s being sold in.

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