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    • Counting Parts
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      1. EverLogic Knowledge Base
      2. Sales / Quotes / Deals
      • Customer Relationship Management (CRM)
        • Customer Information
        • Customer Follow-ups
        • Web Leads
      • Sales / Quotes / Deals
        • Profit Accounting
      • Parts
        • Counting Parts
        • Ordering Parts
        • Parts Invoice
        • Part Bins
      • Service Repair Orders
        • Tools and Settings
      • System / Installation / Setup
        • Email
        • Employee
        • Hardware
      • Mobile App
        • Mobile Technician
        • Mobile Sales
      • EverLogic DMS
      • Vehicle Inventory
      • Training
      • Deposits / Payments / Refunds
      • Accounting / Bookkeeping
        • QuickBooks Error Codes
        • QuickBooks Processes and Procedures
        • QuickBooks Quick Tips
        • QuickBooks Reconciliation & Auditing Accounts
      • Help Articles / Training
      • Reporting

      Sales / Quotes / Deals

      In this category you'll find articles and videos on Quotes, Desking, Searching Quotes/Deals, Down Payment/Deposits, Profit Accounting, and Salesboard.
      • Sale of an Extended Warranty for a Unit NOT Previously Purchased at the Dealership
      • Sale of an Extended Warranty for a Unit Previously Purchased at the Dealership
      • Ensuring the ELT Number Appears on State Documents
      • Consignment Process
      • Pending Trades
      • Create Customer Prospecting Statuses
      • Task List
      • Calculating the Percentages of the Gross Margin Sales
      • Salesboard
      • List Unposted Deals
      • Search Quotes / Deals
      • Deal Defaults
      • Inventory Tax Rate / Amount
      • Create a New Quote / Deal
      • Setup Deal Defaults By Location or Dealership
      • More Than Three Trades to a Deal / Quote
      • Cancel Deal "Undo Sale & Restock" Inventory
      • Net Negative Deals
      • Printing Deal Documents
      • Deal Posting for Third Party Finance Company that Provides F&I Services
      • Marketing Campaign List
      • Remove / Replace Deposit on a Deal
      • Sale of Independent Service Contract
      • Partial Refund on a Deal Deposit
      • AppOne Financing
      • Creating / Using a Credit Card Convenience Fee for Deals
      • Error Retrieving Document

      Profit Accounting

      • Buy Rate / Finance Reserve
      • Profit & Accounting: Commission Calculations
      • Unwashing a Deal
      • Consignment Sales with Liens, Owned and Split
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