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.

• 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
• Unable to Populate Searching Options on Deal List
• Sale of Aftermarket Items for a Unit Previously Purchased at the Dealership
• Sale of Aftermarket Items for a Unit NOT Previously Purchased at the Dealership
• Ensuring the ELT Number Appears on State Documents
• Consignment Process
• Pending Trades
• Create Customer Prospecting Statuses
• Task List