Maintenance > Sales

Creating Default Scenarios (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.

 

Sales > Maintenance > Sales > Scenarios

  • There are two sets of Default Scenarios. The first is for internally created deals. The second is for imported deals.

Internally Created Deals

Inside the Primary Grid:

  1. Click the [Defaults] button in the Action Ribbon.

  2. Click a scenario within the Available Scenarios selection area of the Defaults Scenario’s window.

  3. Click the right arrow icon to move the item to the Selected Scenarios selection area.

  4. Click the [Save] button.

Import Defaults

Inside the Primary Grid:

  1. Click the [Defaults] button in the Action Ribbon to open the Default Scenarios window.

  2. Click the Finance dropdown.

  3. Select the scenario to be used from the dropdown.

  4. Click the Cash dropdown.

  5. Select the scenario to be used from the dropdown.

  6. Click the Lease dropdown.

  7. Select the scenario to be used from the dropdown.

  8. Click [Save] in the Default Scenarios window.

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