Unit Deals
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...
Thu, 8 Aug, 2024 at 10:49 AM
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...
Wed, 2 Oct, 2024 at 2:48 PM
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...
Thu, 8 Aug, 2024 at 10:56 AM
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, 14 Oct, 2024 at 1:26 PM
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...
Thu, 15 Aug, 2024 at 2:11 PM
This article will show the Dealership can assign a Salesperson on Customer Orders for Service Jobs / Unit Deals / Parts & Accessories For the U...
Mon, 21 Oct, 2024 at 2:59 PM
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, 16 Sep, 2024 at 1:42 PM
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, 15 Oct, 2024 at 9:13 AM
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, 18 Jun, 2024 at 10:44 AM
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