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Building a Deal

Autosoft -

The center card of a deal's Desking page is where you'll build the bulk of the deal. Here, you can add front and back options, coverage plans, and credit insurance. You can also enter cash down, any applicable rebates, the trade allowance, and the trade payoff, if necessary. 

To learn how to build a deal using this card, click the topics below.

Adding Front Options 

Adding Back Options 

Adding Coverage

Adding Credit Insurance 

 

Adding Front Options

Step 1. In the center card of the Desking page, click the Front Options pop-up arrow

Step 2. A pop-up opens containing Front Options and Back Options cards. Use the Front Options Card to add front options to the deal.

Step 3. Type the front option's name or a brief description in the Name field. This is a typeahead field, so as you type, any matching existing entries in the system will become available for you to select. However, if the option is new to the dealership, you can type the option name, and it will be available to you next time after typing the first few letters of the option name.

Step 4. Type the retail price for the option in the Retail field.

Step 5. Enter the dealership cost for the option in the Cost field.

Step 6. If the deal is a lease or balloon, you will have to enter the MSRP for the option.

Step 7. Click the Payment toggle to include the option in the monthly payment. If the background of the toggle is blue, the option will be included in the monthly payment.

Step 8. If you have more than one tax option in the system, click the appropriate Tax box for the option.  

Step 9. Continue adding options as needed by clicking the blue + button in the Front Options Card. New Name, Retail and Cost fields will open. Repeat steps 5 through 7. As you add front options, the Total Front Options figure in the card will display the total dollar value of the options.

Step 10. When you've finished adding front options, click Save and Close. The Front Options field on the Desking page will reflect the changes. 

Step 11. Click Save on the Desking screen to commit the updates to the deal. 

If you've only added one front option to the deal, you can adjust the price directly on the Desking page by clicking in the Front Options field and entering a new dollar figure. However, once you've entered more than one front option to the deal, if you need to adjust the price, you'll have to click the Front Options pop-up arrow to open the Front Options pop-up and make adjustments to individual front options. 

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Adding Back Options

Step 1. In the center card of the Desking page, click the Back Options pop-up arrow

Step 2. A pop-up opens containing Front Options and Back Options cards. Use the Back Options Card to add back options to the deal.

Step 3. In the Back Options Card, click the options button in the Option Type field to open a drop-down menu listing the various types of back options. 

Step 4. Select the option type from the drop-down menu.

Step 5. Click the options button in the Name field to open the drop-down menu of plans of that type.

Step 6. Select the appropriate plan from the list. 

Step 7. Use the Retail field to enter the retail price of the option. 

Step 8. Type the dealership cost in the Cost field.

Step 9. If the deal is a lease or balloon, you will have to enter the MSRP for the option.

Step 10. Click the Payment toggle to include the option in the monthly payment. If the background of the toggle is blue, the option will be included in the monthly payment.

Step 11. If you have more than one tax option in the system, click the appropriate Tax box for the option.  

Step 12. Continue adding options as needed by clicking the blue + button in the Back Options Card and following steps 5 through 13. As you add back options, the Total Back Options figure in the card will display the total dollar value of the back options.

Step 13. When you've finished adding back options, click Save and Close. The Back Options field on the Desking page will reflect the changes. 

Step 14. Click Save on the Desking screen to commit the updates to the deal. 

If you've only added one back option to the deal, you can adjust the price directly on the Desking page by clicking in the Back Options field and entering a new dollar figure. However, once you've entered more than one back option to the deal, if you need to adjust the price, you'll have to click the Back Options pop-up arrow to open the Back Options pop-up and make adjustments to individual front options. 

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Adding Coverage

If a buyer wants to add a service contract, warranty, maintenance contract, or GAP insurance to their deal, you can easily do that on the Desking page of a deal.

Step 1. Click the Service or GAP pop-up buttons in the center card of the Desking page.

 Step 2. A pop-up will open containing a Coverages Card and a Credit Insurance Card

Step 3. To add a service contract, warranty, maintenance contract, or GAP insurance, click the options button next to the Provider field in the respective line of the Coverages Card. Select the provider from the drop-down list. 

Step 4. Click the options button next to the Plan field in the line. Select the appropriate plan from the drop-down menu. 

Step 5. Enter a contract number in the Contract No field. 

Step 6. In the Term field, type the term of the contract.

Step 7. Type the mileage limit for the contract in the Mileage field.

Step 8. Enter the dollar amount of the plan's deductible in the Deductible field.

Step 9. Click the Disap toggle to signify that the coverage is disappearing.

Step 10. Type the retail price of the coverage in the Retail field. 

Step 11. Enter the dealership cost in the Cost field. 

Step 12. The PMT field is used to signify if the coverage will be included in the vehicle payment. It defaults to the on position (blue background). If you don't want to include the coverage in the vehicle payment, click the toggle to off (background will be gray). This toggle will not appear in the GAP line.

Step 13. If the coverage is taxable, click the appropriate Tax checkbox to apply it. The bottom of the Coverages box will list the retail value of all the coverages you've added under Total Retail

Step 14. Click Save and Close. The Service or GAP field on the Desking page will now reflect the additions.

Step 15. Click Save on the Desking page to commit the changes to the deal.

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Adding Credit Insurance

Step 1. Click the Credit Insurance pop-up button in the center card of the Desking page.  

Step 2. A pop-up will open containing a Credit Insurance Card. Click the options button in the provider field below the card title to open the drop-down menu of providers. 

Step 3. To add life insurance, click the options button in the Life Insurance Type field to open the drop-down menu of policy types. The Max Total Benefit and Premium amounts are read-only unless you've clicked the Override Premiums toggle at the bottom of the screen (making the background of the toggle blue), which will allow you to enter a different dollar figure in the Premium field. Use the Buyer and Co-Buyer (if the deal has a co-buyer) toggles to signify who will be covered by the plan. The Total Premium dollar figure will reflect the addition. 

Step 4. To add A&H insurance, use the Accidental & Health Insurance line of the card to enter the necessary information. Select the Type, Days, and Critical Period of the coverage using the fields' drop-down menus. The Max Mo (monthly) Benefit and Max Total Benefit fields are read-only. The Premium field is also read-only unless you've clicked the Override Premiums toggle at the bottom of the screen (making the background of the toggle blue), which will allow you to enter a different dollar figure in the Premium field. Use the Buyer and Co-Buyer (if the deal has a co-buyer) toggles to signify who will be covered by the plan. The Total Premium dollar figure will reflect the addition. 

Step 5. Click Save and Close. The Credit Insurance field will reflect the addition of the plans.

Step 6. Click Save on the Desking screen to update the deal. 

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