Setting a Fee Type (Sales)

How do I assign a Deal Type to a Fee in VUE?

To assign a Deal Type to a Fee, navigate to Sales > Maintenance > Sales > Fees, select the fee record, choose the appropriate Deal Type from the dropdown, and click Save. The steps below walk through the full process.

VUE is a permissions-driven system that tailors security access to suit each user's 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.

How do I locate the fee record?

Navigate to Sales > Maintenance > Sales > Fees, then use the primary grid to find the correct fee.

1. Filter/Sort the primary grid to locate the Fee.

2. Select a Fee by clicking on the corresponding line.

Within the Fees screen

1. Click the Deal Type dropdown.

2. Select one of the following from the Fee Type dropdown: Acquisition Fee, Battery, Documentation Fee, eFile, Handling, Inspection, Lemon, License Fee, Lien Fee, Loan Processing Fee, Misc/Other, Registration Fee, Smog, Title Fee, Vendor Single Interest, or Weight Fee.

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

What additional options appear based on Deal Type selection?

• Selecting a Fee Type of Acquisition or Loan Processing Fee will display the Post to Accounting dropdown. Select the appropriate accounting posting option from this dropdown to control how the fee is posted to your accounting system.

• Selecting License Fee or Weight Fee will display the Calculated dropdown. Select the appropriate calculation method from this dropdown to determine how the fee amount is calculated.