Sales and F&I
Learn how to maintain vehicle inventory, create/manage prospects and customers, create desks, close deals, and manage lenders and fees in Sales.
- Trade Tax Credit Rules (TCr)
- Dashboard Report - Sales Month Over Month
- Dashboards - Sales YTD
- Dashboard Report - Sales MTD Used
- Dashboard Report - Sales Pace New
- Dashboard Report - Sales MTD New
- Dashboards - Sales Pace Used
- Dashboards - Sales MTD Totals
- Dashboards - Sales Pace Total
- Create and Post Intercompany Vehicle Sales
F&I > Sales Desk
- Selecting the Deal Type
- Adjusting the Reserve Split Percentage
- Outright Purchase a Customer Vehicle
- Importing a Deal
- Inputting Residualized Adds
- Adding a Prospect to a Sales Desk/Deal
- Selecting a Lender (Sales Desk)
- Inputting a Fixed Profit (Sales)
- Adding a Disposition Fee (Sales Desk)
- Adding a Purchase Option Fee
- Adding additional Products, Service Contracts, and Insurances (Menu Selling)
- Adding a Vehicle to a Sales Desk/Deal
- Create a Lease
- Adding a Termination Fee (Sales Desk)
- Printing the Menu (Sales)
- Removing Items (Menu Selling)
- Adjusting the Annual Mileage Allowed and Annual Mileage Purchased
- Blasting Item Prices (Menu Selling)
- Performing an Interactive Menu Selling
- Saving a Menu Selling
- Printing Forms (F & I)
- Remove a Service Contract (Sales)
- Utilizing the Rollback Features
- Printing a Profit Recap (Sales)
- Calculating Employee Commission
- Running a Customer Value Report from a Sales Desk
- Adding a Salesperson or Sales Manager to a Sales Desk (Sales)
- Inputting/Adjusting the Buy Rate
- Marking Items as Customer Declined (Menu Selling)
- Adding Capitalized and Non-capitalized Items to a Lease
- Copying a Scenario in Sales Desk
- Selecting a Menu (Menu Selling)
- Sales Proposals
- Adding Non-Capitalized Items to a Lease
- Selecting a Menu for Purchase
- Converting a Sales Desk to a Deal
- West Virginia Titling via VRS (Vehicle Registration System)
- Credit Applications
Miscellaneous > Purchase Orders
- Change the Ship To on a Purchase Order (Sales)
- Void a Purchase Order (Sales)
- Create a New Purchase Order (Sales)
- Approving a Purchase Order (Sales)
- Print a Purchase Order (Sales)
Reports > Sales
Vehicles > Vehicle Inventory
- Marking Mileage Exempt
- Creating a Wholesale Deal
- Printing a Buyer’s Guide
- Viewing Scheduled Cost, Total Cost of Sale, Commissionable Cost of Sale, Approximate Floor Plan Charges, and Floor Plan Amount (Sales)
- Performing a Vehicle Inspection
- Viewing/Modifying/Adding Estimated Cost, Spiffs, Factory Incentives, Soft Packs, Holdback, and Other Charges (Sales)
- Manually Stocking a Vehicle into Inventory
- Creating a Buyer’s Guide Template
- How to tell if a vehicle is in a Deal.
- Chrysler eVID
- Ford DORA
- GM VIS
- Toyota/ Lexus RTI - Real Time Inventory
- VW/ Audi Vehicle Inventory
Maintenance > Miscellaneous
- Customize Warnings and Error Messages (Sales)
- Creating Other Charges (Sales)
- Creating Prospect Statuses
- Creating Features for Vehicles (Sales)
- Creating a Custom Price (Sales)
F&I > Deals
- Balloon Financing
- MARVIN
- Change Trade Vehicle Class in a Deal
- Select Buyer vs. Co-Buyer for Titling
- Print a Commisson Voucher
- eLeads Import Wizard
- Remove an existing Extended Warranty from the Sale Unit from within an Open Deal
- Inactivate or Remove a Trade from a Sales Desk or Deal
- Un-Close a Deal vs. Editing a Deal
- Delete a Sales Desk or Deal
- Exporting a Deal using eContracting
- Add a Comment to a Deal, Prospect, or Customer Record
- ALTS
- Swapping a Cobuyer / Buyer
- Submitting an RDR (Retail Delivery Report)
- RouteOne - Credit Applications and eContracting
- ALVIN
- Close a Deal (Sales)
- Change the Customer on an Open Deal
- Deal Lock (Sales)
- VinSolutions
- Create a Sales Desk
Maintenance > Vehicles
- Adding a New Vehicle Model
- Deleting a Vehicle Color
- Adding a New Vehicle Color
- Changing a VIN on a Vehicle
- Changing a Stock Number on a Vehicle
- Deleting a Vehicle Make or Model
- Adding a New Vehicle Body Code
- Adding a New Vehicle Make
- Deleting a Vehicle Body Code
Vehicles > All Vehicles
- Viewing Open Tickets for a Vehicle (Sales)
- Viewing RO History of a Vehicle (Sales)
- Adding a Service Advisor to an In-Stock Vehicle (Sales)
- Transferring a Vehicle (Sales)
- Branding and Un-branding a Title (Sales)
- Modifying/Adding/Deleting Extended Warranty Contracts on Vehicles (Sales)
- Adding New Interior/Exterior Colors within the Vehicle Record
- Add a Body Code within the Vehicle Record
- Running a Carfax Report (Sales)
- Adding a Make/Model within the Vehicle Record
- Adding a Disclosure
- Viewing Additional VIN Information (Sales)
- Running a VIS (Sales)
- Viewing PO (Purchase Order) History of a Vehicle (Sales)
F&I > Prospects
- Creating a Sales Desk from a Prospect
- Adding a Prospect
- Attaching a Prospect’s License and POI
- Removing a Trade from a Prospect Record
- Creating a Customer Record from a Prospect
- Deleting a Prospect
- Adding a New PDI (Physical Damage Insurance) Company
- Viewing the Service History of a Trade Vehicle
- Inputting a Trade on a Prospect Record
- Adding a Cobuyer
- Recovering a Deleted Prospect
- Foreign Country Customer or Prospect (Sales)
- Attaching Employees to a Prospect
- Adding a Lienholder to a Trade
- Running a Carfax for a Trade Vehicle
- Multiple Co-buyers On Odometer Statement
F&I > Outside Sales
- Inputting a Fixed Profit (Outside Sales)
- Printing an Outside Sales Profit Recap
- Adding Products, Service Contracts, Fees, and Taxes (Outside Sales)
- Printing an Outside Sales Recap
- Closing an Outside Sale
- Adding Employees to Outside Sales
- Create an Outside Sale
- Printing Forms (Outside Sales)
- Selecting a Lender (Outside Sales)
- Inputting/Adjusting the Buy Rate (Outside Sales)
Maintenance > Sales
- Marking Tax as a Lender Tax
- Setting an Insurance Type
- Making a Fee State Specific (Sales)
- Making a Service Contract Editable Within a Deal
- Creating a Rebate
- Creating a Lender Fee
- Adding Products, Service Contracts, and Insurances to a Menu Selling Package
- Adding a Vendor to an Insurance
- Create, Edit or Add a Lender Record
- Creating a Commission Schedule
- Copying a Service Contract
- Making a Service Contract Default to Capitalized
- Adding Menu Selling Settings
- Adding a Vendor to a Product
- Update Kia, Hyundai and Genesis Actual Days to First
- Adding a Tax Cap (Sales)
- Attaching Taxes to a Fee (Sales)
- Making a Fee Editable Within a Deal
- Print a list of all Lenders
- Adding Multiple Address Types (Lenders)
- Deleting a Commission Schedule
- Adding a Dealer Loan Fee
- Creating a Scenario
- Adding a Commission Tier
- Making a Product Editable Within a Deal
- Making a Product Commissionable
- Making a Tier Tax (Sales)
- Setting the Reserve Calculation (Lender)
- Adding Rebates, Products, Service Contracts, and Insurances to a Scenario
- Setting a Fee Type (Sales)
- Setting the Primary and Secondary Insured
- Adding a Vendor to a Fee (Sales)
- Setting a Tax Type (Sales)
- Inputting a PDI (Physical Damage Insurance)
- Copying an Insurance
- Attaching Taxes to a Service Contract
- Setting a Color Theme for a Menu Selling Package
- Creating a Service Contract (Sales)
- Adding Menu Selling Settings (Insurance)
- Adding Conditions to Forms and Forms Packets
- Making a Tax Editable Within a Deal
- Creating a Tax (Sales)
- Making a Tax Default to Capitalized
- Copying a Forms Packet
- Making an Insurance Default to Capitalized
- Adding Disclosures to a Menu Selling Menu
- Setting a Deal Type (Fees)
- Updating Lease Extras: Updating Lease Details to Lender Defaults
- Adding Fees and Taxes to a Scenario
- Adding a Vendor to a Service Contract
- Copying a Product
- Marking an Insurance Calculated
- Adding a Flat Rate Table (Lender)
- Adding a Percentage Rate to a Tax (Sales)
- Creating a We Owe (Products)
- Deleting a Commission Tier
- Making an Insurance Commissionable
- Creating a Menu Selling Package
- Deleting a Menu Selling Menu
- Marking a Tax for Itemization
- Setting a Deal Type
- Creating a Product (Sales)
- Adding Commission Tier Details
- Attaching Lender Taxes
- Deleting a Menu Selling Package
- Making a Rebate Editable Within a Deal
- Deleting a Scenario
- Creating an Insurance
- Deleting a Forms Packet
- Setting a Contract Type
- Creating a Menu Selling Menu
- Attaching Lender Fees
- Creating a Forms Packet
- Adding Menu Selling Settings (Service Contracts)
- Attaching Taxes to an Insurance
- Deleting Commission Tier Details
- Making an Insurance Editable Within a Deal
- Cap a County Tax Percentage (Sales)
- Creating a Fee (Sales)
- Making a Fee Commissionable
- Creating Default Scenarios (Sales)
- Adding a Vendor to a Rebate
- Attaching Taxes to a Product
- Setting a Rebate as Dealer Cash
- Making a Fee Default to Capitalized
- Edit a Commission Tier
- Marking a Fee as Calculated (Sales)
- Marking a Rebate Taxable or Non-Taxable
- Making a Service Contract Commissionable
- Setting a Vehicle Type (Fees)
- Removing a PDI Company (Physical Damage Insurance)
- Adding Packages to a Menu Selling Menu
- Create a New Tax Code Manually
- Copying a Scenario
- Adding Service Contract Forms to Outside Sales
- Add a Fee to a Lender
- Commission Schedules (Sales)