Unit Deals

How to Add Deal Financing and Pay with Financing on a Unit
The video will go through how to add Deal Financing This article will take you through setup / adding Deal Financing to a Customer Order > Unit Deal...
Mon, 19 May, 2025 at 10:46 AM
Using a Fee for Unit Sale Rebates
This article will explain how to use a Fee for a Unit Sales Rebate Rebate Types  There are two types of unit rebates: Type 1 The unit r...
Mon, 19 May, 2025 at 10:46 AM
How to Print / Email - Offer to Purchase (Unit Contract) or Bill of Sale from a Customer Order Unit Deal
This video and article will go through how to print / email an Offer to Purchase (Unit Contract) or a Bill of Sale from a Customer Order  How to Pr...
Mon, 19 May, 2025 at 11:15 AM
Deal Unit - Specific Tax Rates / Deal Unit Tax Control Option / Tax Based on Customer's Address
This article will take you through on a Customer Order > Unit Deal if you need: Deal Unit Specific Tax Rates changing the applicable tax  Deal...
Mon, 19 May, 2025 at 11:16 AM
(Classic Version) Order Fulfilment Document
This article will explain what an Order Fulfilment Document is and how to print one from the Customer Order  What is an Order Fulfilment Document   A...
Mon, 19 May, 2025 at 11:42 AM
(Classic Version) Setup Customer Order - Salesperson / Where to add Salesperson on Customer Order
This article  will show the Dealership can assign a Salesperson on Customer Orders for Service Jobs / Unit Deals / Parts & Accessories  For the U...
Mon, 19 May, 2025 at 11:56 AM
How to Process a Unit Deal Quote for a Stocked Unit
This article will explain how to process a Unit Deal Quote for a Stocked Unit  How to Process a Unit Deal Quote for a Stocked Unit Scena...
Mon, 19 May, 2025 at 12:21 PM
Customer Order Unit Deal for Trade In Unit only
This article will explain how the Dealership can purchase a unit from a Customer by a Trade In only Customer Order Trade In Only Customer Order  ...
Tue, 20 May, 2025 at 3:17 PM
(Classic Version) How to stock in a Trade In Unit Prior to finalising the Unit Deal
This article will show you how to stock a trade in unit prior to the finalization of the relevant Customer Order Unit Deal Scenario: Normally ...
Tue, 20 May, 2025 at 3:22 PM
How to Remove a Unit from a Unit Deal
If you have a unit in a Unit Deal that needs to be removed, open the Unit Deal section then click on The system will ask you to confirm your requ...
Mon, 19 May, 2025 at 2:04 PM