Unit Deals

How to Add Deal Financing and Pay with Financing on a Unit
This article will take you through adding Deal Financing to a Customer Order > Unit Deal and also how to pay with financing How to Add Financ...
Thu, 16 Jun, 2022 at 1:56 PM
Using a Fee for Unit Sale Rebates
This article will explain how to use a FEE for a Unit Sales Rebate There are two types of unit rebates: The unit rebate that the Supplier / M...
Mon, 20 Jun, 2022 at 1:41 PM
How to Print Offer to Purchase (Unit Contract) or Bill of Sale from a Customer Order Unit Deal
This article will go through how to print an Offer to Purchase (Unit Contract) or a Bill of Sale from a Customer Order  How to Print an Offer to ...
Mon, 20 Jun, 2022 at 1:44 PM
Introduction to Deal Specific Tax Rates
This article and the above video will take you through changing the applicable tax on a Customer Order > Unit Deal From time to time your Customer...
Mon, 20 Jun, 2022 at 1:52 PM
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  ...
Mon, 20 Jun, 2022 at 2:08 PM
Setup Customer Order Unit Deal - Salesperson (for commission)
This article and the video above will show the Dealership can indicate on a Customer Order > Unit Deal a Salesperson and also indicate Commission  ...
Mon, 20 Jun, 2022 at 3:39 PM
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...
Thu, 23 Jun, 2022 at 2:32 PM
Customer Order Unit Deal for Trade In Unit only
This article will explain how the Dealership can purchase a unit off a Customer by a Trade In only Customer Order Trade In Only Customer Order ...
Mon, 29 Aug, 2022 at 12:47 PM
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, 22 Mar, 2022 at 11:32 AM
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...
Thu, 14 Jul, 2022 at 2:36 PM