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Sell: Parts, Service and Units
Unit Deals
21
How to Add Deal Financing and Pay with Financing on a Unit
Using a Fee for Unit Sale Rebates
How to Print Offer to Purchase (Unit Contract) or Bill of Sale from a Customer Order Unit Deal
Introduction to Deal Specific Tax Rates
Order Fulfilment Document
View all 21
Service Jobs / Internal Service Jobs / Third Party Service Jobs
11
Service Job - Understanding the options for "Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)
Appointment Scheduler for Customer Service Jobs / Job Scheduler / Log Technician Leave Time
Improvements to Third Party Service Jobs (ie Warranty Jobs or Insurance Claims)
How to Process an Internal Service (Service or Repair Jobs for units the dealership owns)
How to Process a Service Job
View all 11
Part Sales
4
Part Sales - The ability to Change Transaction Types (including Layby/Layaway) and Commit Parts
Customer Order - Parts Picklist Section / Parts Pick Ticket
How to do a Quick Cash Sale
How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
General Information about Customer Orders
22
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
Allowing for Discounts on Customer Orders
View all 22
