Dominion DMS Help Center

Back to home

Dominion DMS Help Center

Sales Module

Sales Module

Learn how to maintain vehicle inventory, create/manage prospects and customers, create desks, close deals, and manage lenders and fees in Sales.

Create and Post Intercompany Vehicle 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

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)

See more

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

See more

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

See more

F&I > Sales Desk

West Virginia Titling via VRS (Vehicle Registration System)

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

Credit Applications

See more

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

See more

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)

See more

Miscellaneous > Customers

Outside Sales Process (Sales)

Miscellaneous > Vendors

Adding Additional Addresses (Vendors)

Deleting Addresses (Vendors)

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)

See more

Miscellaneous > Receipt Book

Using the Grid Search (Receipt Book)

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

See more

Maintenance > Sales

Commission Schedules (Sales)

Adding Service Contract Forms to Outside 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

Creating a Forms Packet

Attaching Lender Fees

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

Add a Fee to a Lender

See more

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)

See more