Outside Sales Process (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.

A. To sell a product or service to a customer that has never bought from the dealership.

Add the customer in VUE.

1. Navigate to Sales > Miscellaneous > Customers.

2. Click on the [New] button on the Action Ribbon.

3. Enter the Last Name of the customer.

4. Click [Create] to auto-assign a customer number.

5. In the Snapshot screen click the black circle with the white plus sign labeled Vehicles.

6. Enter the VIN number of the vehicle.

7. Click [OK].

8. Input the permanent vehicle information.

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

Navigate to Sales > F&I > Outside Sales

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

2. Filter/ search and select the Customer Name and VIN number.

3. Input the required information in the Outside Sales screen.

4. Click [Save] on the Action Ribbon.

5. Click [Close] in the Action Ribbon to complete the sale.

B. To sell a product or service to a customer that has bought from the dealership but did not purchase this vehicle from the Dealership.

1. Filter/ sort and select an existing customer.

2. In the Snapshot screen click the black circle with the white plus sign labeled Vehicles.

3. Enter the VIN number of the vehicle.

4. Click [OK].

5.  Click the [Forms] button in the Action Ribbon to select and print service contracts as needed.

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

Navigate to Sales > F&I > Outside Sales

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

2. Filter/ search and select the Customer Name and VIN number.

3. Input the required information in the Outside Sales screen.

4. Click [Save] on the Action Ribbon.

5. Click the [Forms] button in the Action Ribbon to select and print service contracts as needed.

   Note that for Service Contract forms to show in the Service Contract forms list, the Form Details must be set to:

   1. Always Show = NO

   2. Condition = Service Contract

      

6. Click [Close] in the Action Ribbon to complete the sale.