Unit Deals

Customer Order Unit Deals - Dealer Installed Options
This article will go through: what a Dealer Installed Option is how they will show up on a Customer Order > Unit Deals when the Dealershi...
Wed, 13 Sep, 2023 at 10:46 AM
Introducing an Optional Trade In Tax Limit
This article will provide the option of having a Trade In Tax Limit so that the sales tax credit for trade-ins will not exceed the sales tax for the unit...
Thu, 18 Aug, 2022 at 1:53 PM
How to Process a Unit Deal Quotation for a Temporary Unit into a Sale
This article will explain the two options of processing a Unit Deal Quotation from a temporary Unit into a sale together with how to continue with the Un...
Wed, 19 Jul, 2023 at 1:28 PM
How to Process a Unit Deal Quotation into a Sale - Stocked Unit
HOW TO PROCESS A UNIT DEAL QUOTATION INTO A SALE - STOCKED UNIT The Dealership has already provided a quotation to the customer for a Unit Deal for a st...
Mon, 28 Nov, 2022 at 3:14 PM
How to Invoice a Customer Order Unit Deal with Unfulfilled Options
This article will cover off the feature that will allow the Dealership to Invoice the Unit Deal but will leave the relevant Deal Service or Deal Merch...
Thu, 1 Dec, 2022 at 9:47 AM
Customer Order > Unit Deal - Trade In with Lien Payout
This article will cover a Customer Order > Unit Deal with a Trade In that has a Lien Payout What is a Lien and why does it need to be paid out   ...
Thu, 18 Aug, 2022 at 2:40 PM
How to Process a Unit Deal Quote for a Temporary Unit
This article is how to process a Customer Order > Unit Deal Quote for a Temporary Unit Scenario An existing customer Jaxon Price is looking ...
Thu, 15 Sep, 2022 at 2:40 PM
How to Sell an On Order Unit in a Customer Order Unit Deal
It may become necessary for a Dealership to process a Customer Order Unit Deal for an on-ordered unit.  This article will explain what you need to do ...
Fri, 23 Dec, 2022 at 10:36 AM
Customer Order > Unit Deal - Adding a Co-Buyer
This article will show how Dealerships can list a Co-Buyer on Unit Deal - it could be for just the Unit Deal or as part of the Deal Financing  Customer...
Fri, 21 Apr, 2023 at 10:44 AM
Customer Order > Unit Deal - Modify Deal and Customer even after Options / Units Committed
This article will explain how you can modify a Customer Order > Unit Deal, up until the time that the Dealership invoices the Customer Order Unit Deal / ...
Thu, 18 Aug, 2022 at 5:07 PM