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Sell: Parts, Service and Units
Unit Deals
27
How to Add Deal Financing and Pay with Financing on a Unit
Using a Fee for Unit Sale Rebates
How to Print / Email - Offer to Purchase (Unit Contract) or Bill of Sale from a Customer Order Unit Deal
Deal Unit - Specific Tax Rates / Deal Unit Tax Control Option / Tax Based on Customer's Address
Order Fulfilment Document
View all 27
Service Jobs / Internal Service Jobs / Third Party Service Jobs
14
Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)
Appointment Scheduler / Job Scheduler / Assigning Technician & Job Clocking from Customer Order / Log Technician Leave Time
Additional Information - Third Party Service Jobs (ie Warranty Jobs or Insurance Claims - Deductible / Excess are taxable etc)
How to Process an Internal Service against a Stocked Unit - Service or Repair Jobs for units the dealership owns or has floorplanned
How to Process a Service Job
View all 14
Part Sales
5
Summary section on Part & Accessories - Change Transaction Types (including Layby/Layaway) / Change Tax / Commit Parts / Totals
Customer Order - Parts Picklist Section / Parts Pick Ticket - How to Print
How to do a Quick Cash Sale (Customer Unknown) for Parts & Accessories in Stock
How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
How to Oversell Parts (not recommended)
General Information about Customer Orders
24
How to Finalize a Customer Order for a Special Order Part
How to Create a Customer Order for a Special Order Part
Change an active Customer Order back to Quote
How to Finalize a Customer Order and Create an Invoice
Discount on Customer Orders - How to give Discount / How to Show the Discount
View all 24
