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Starting an Appraisal

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You can begin an appraisal in three ways. (Click the topics below to view step-by-step instructions for starting an appraisal.) 

  1. From the Appraisal Search screen
  2. From the Appraisal/Bookout page of a customer or inventory vehicle record
  3. From the Vehicle page of a deal (in Sales application) while viewing the trade record

To learn how to perform an appraisal from start to finish, see the Knowledge Base article, "Performing an Appraisal."

Note:  You can begin an appraisal quickly by simply entering the VIN, or if you don't have the VIN, the year, make, and model of the appraisal vehicle. However, assigning an Appraisal Name or Customer, Acquisition Type, Acquisition Source, Salesperson, and Phone Number in the card on the top-right of the Appraisal screen will save you time when it comes time to complete the appraisal and start a new deal. 

 

Starting an Appraisal from the Appraisal Search Screen
If a vehicle record doesn't already exist for the vehicle you're appraising, it's simplest to start the appraisal from the Appraisal Search screen. Using this method doesn't require a customer to be associated with the vehicle.  

Step 1. Hover over the Vehicle application button in the blue navigation bar. The Vehicle options menu opens. Select Appraisal Search

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You can also open the Appraisal Search screen by clicking the Appraisal Search button in the upper-right corner of the Vehicle Search screen. 

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Step 2. The Appraisal Search screen opens. Click the New Appraisal button in the upper-right corner of the screen. 

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Step 3. The New Appraisal screen opens. An appraisal number is assigned and displayed in the upper-left corner of the screen.

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Note:  While your dealership will most likely use only one or two book providers while performing appraisals, our screenshots display all the available book providers to demonstrate the different information and values available from each.

Enter the vehicle VIN below the appraisal number. The VIN explosion populates the vehicle information based on the VIN, and the vehicle make and model are listed to the right of the appraisal number. Enter any information that wasn't returned by the VIN explosion. 

If you do not have the vehicle's VIN, type the vehicle's make, model, year, and mileage.

Step 4. Type the vehicle's current mileage in the Odometer field. A red alert symbol to the right of the field's label alerts you that this is a required field. Once you enter the mileage, the alert symbol clears.

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Step 5. Click Get Values. The Autosoft Market Analysis and book provider cards populate based on the vehicle information. 

Note:  If necessary, a pop-up may open asking you to select a vehicle style to return accurate data. 

Step 6. In the card to the right, type a name in the Appraisal Name field so you can search for and recall the appraisal in the future. This is suggested if you do not wish to attach a customer to the appraisal.

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If the vehicle is an existing customer's vehicle, you can use the Add Customer button to open the Add Customer modal, where you can search for and select an existing customer by double-clicking on the customer from the list.

If the vehicle's owner is not an existing customer and you would like to create a customer record for the owner, click Add Customer. The Add Customer modal opens, where you can click Create New Customer and enter the customer's contact information in the New Customer modal. 

If you select or create a customer for the appraisal, the customer's name appears in both the Customer and Appraisal Name fields. 

Note:  The Appraisal Name field will only populate with a customer name if it is blank, so if you add an Appraisal Name to the appraisal and later add a customer or if you assign a customer--populating the blank Appraisal Name field with the customer's name--and then change the customer, the customer's name will not overwrite the Appraisal Name field. You must manually change the Appraisal Name field to match the Customer field. 

Step 7. The Appraised By field auto-populates with your name (if you're logged in as yourself). Select the Salesperson using the options menus. Step 7. Select the Acquisition Type and Acquisition Source from the respective options menus. 

Step 8. If you've selected a customer for the appraisal, the Phone Number field displays the customer's primary phone number. If no customer has been assigned, use the field to enter a phone number at which you can contact the vehicle's owner. 

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Step 9. At this point, you can click Save to save the information and continue performing the appraisal. You can also click Save and Close to save the information and close the appraisal. You can later search for and recall the appraisal from the Appraisal Search screen to continue working it.

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Starting an Appraisal from a Vehicle Record
If the vehicle you'd like to appraise is a customer vehicle or is already part of your inventory, you can run an appraisal directly from the vehicle record. 

Step 1. From the Vehicle Search screen, search for the vehicle you wish to appraise in either the customer vehicle list or the inventory list. When you locate the vehicle, click its line in the Vehicle Search list to open the vehicle's quick look card. 

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Step 2. Click View Vehicle. The vehicle record opens.

Step 3. Click the Appraisal/Bookout button under the Vehicle Summary Card. The Appraisal/Bookout page of the vehicle record opens. The image below is a customer vehicle record, which varies slightly from an inventory vehicle record. 

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Step 4. Click the New Appraisal button in the upper-right corner of the Appraisal/Bookout page. 

Step 5. The New Appraisal screen opens. 

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Note:  While your dealership will likely use only one or two book providers as part of the appraisal process, the screenshots displayed here display all of the book providers Autosoft offers to demonstrate the available information from each provider. 

An appraisal number is assigned and displayed in the upper-left corner of the screen with the vehicle make and model listed to the right of it. If it's a customer vehicle and the record doesn't include the vehicle's VIN, type the vehicle's make, model, and year. Type the vehicle's current mileage in the Odometer field and click Get Values

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Step 6. If this is a customer vehicle, in the card in the upper-right corner of the page, the Appraisal Name field will display the customer's name. The same name will populate the Customer field. You can change the Appraisal Name by clicking in the field and typing a different name. To change the customer, click Change Customer and search for an existing customer or add a new customer. 

ford_edge_appraisal_name_card.JPG

Note:  The Appraisal Name field will only populate with a customer name if it is blank, so if you add an Appraisal Name to the appraisal and later add a customer or if you assign a customer--populating the blank Appraisal Name field with the customer's name--and then change the customer, the customer's name will not overwrite the Appraisal Name field. You must manually change the Appraisal Name field to match the Customer field. 

If this is an inventory vehicle, you'll have to assign a name to the appraisal. This will allow you to search for the appraisal by name in the Appraisal Search screen.

Step 7. Select the Acquisition Type and Acquisition Source from the respective options menus. 

Step 8. The Appraised By field will auto-populate with your name (if you're logged in as yourself). Select a salesperson using the Salesperson field's options menus. 

Step 9. If this is a customer vehicle or you've assigned a customer to the appraisal, the Phone Number field will display the customer's primary phone number. If no customer has been assigned, use the field to enter a phone number at which you can contact the vehicle's owner. 

Step 10. At this point, you can click Save to save the information and continue performing the appraisal. You can also click Save and Close to save the information and close the appraisal. You can later search for and recall the appraisal from the Appraisal Search screen to continue working it.

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Starting an Appraisal from a Deal
You can easily start an appraisal for a trade vehicle while working a deal. Once you've selected a buyer, you'll begin the appraisal process on the deal's Vehicle page.

Step 1. While working a deal in the Sales application, select a buyer and click the Trade button below the Deal Summary Card. 

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Step 2. On the Trade page of the deal, click Add Trade

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Step 3. The New Trade modal opens.

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If the customer record has vehicles associated, use the Buyer's Vehicles options menu to select the trade vehicle. The modal's fields are populated with the trade vehicle's information. 

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If the customer record does not include vehicles, type the trade vehicle's VIN in the VIN field and click Decode. The VIN explosion populates the modal with the information associated with the VIN. 

Enter any additional information that was not pulled by the VIN explosion and type the current mileage in the Odometer field. Click Save and Continue to add the trade vehicle to the customer's record and continue with the appraisal process.

Note:  When adding a trade to a deal, if the vehicle record is not already attached to the customer record, once you've added the trade and clicked Save and Continue, you'll be returned to the Trade page of the deal. You'll have to click on the trade vehicle in the Trades list and select View Trade on the Trade Vehicle quick-look card. This will open the trade vehicle modal, where you can access the Add/View Appraisals button.

Step 4. The Add/View Appraisals button is now active. Click Add/View Appraisals. The trade vehicle's vehicle record opens to the Appraisal/Bookout page. 

Step 5. Click the New Appraisal button in the upper-right corner of the Appraisal/Bookout page. 

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Step 6. The New Appraisal screen opens. The appraisal is numbered, and the vehicle make and model are listed to the right of the number. The vehicle's VIN and basic details populate the fields below the appraisal number. Type the current mileage in the Odometer field and click Get Values

cadillac_empty_appraisal.jpg

Note:  While your dealership will most likely use only one or two book providers while performing appraisals, our screenshots display all the available book providers to demonstrate the different information and values available from each.

Step 7. In the card to the right of the vehicle information, the customer name populates the Appraisal Name and Customer fields. You can change the Appraisal Name by clicking in the field and typing a different name. To change the customer, click Change Customer and search for an existing customer or add a new customer. 

Note:  The Appraisal Name field will only populate with a customer name if it is blank, so if you assign a customer--populating the blank Appraisal Name field with the customer's name--and then change the customer, the new customer's name will not overwrite the Appraisal Name field. You must manually change the Appraisal Name field to match the Customer field. 

Step 8. Select Trade from the Acquisition Type options menu, and select an Acquisition Source using that field's options menu. 

Step 9. The Appraised By field will auto-populate with your name (if you're logged in as yourself). Select a salesperson using the Salesperson options menu. 

Step 10. The Phone Number field will display the customer's primary phone number. If necessary, you can change the phone number by clicking in the field and typing a different number at which you can reach the vehicle's owner. 

Step 11. At this point, you can click Save to save the information and continue performing the appraisal. You can also click Save and Close to save the information and close the appraisal. You can later search for and recall the appraisal from the Appraisal Search screen to continue working it.

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