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Understanding the Desking Process

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The Desking page of a deal is where you work the numbers for the deal. Only users with Dealer Principal, Finance Administrator, and Finance Restricted permissions have unlimited access to the fields in this page of the deal. Sales Administrators have access to areas of the page related to the sale (Desking, Front Options, Taxes, Fees, and Mileage) but do not have access to anything pertaining to finance (Back Options, Service, and GAP).

To desk the deal, use the pop-up or pop-out arrow buttons next to each item in the center column of the Desking page. The pop-up arrows (pointing up and to the right) allow you to enter or edit information on pop-up screens without leaving the Desking screen. The pop-out arrow buttons for the Trade Allowance and Trade Payoff fields take you to the Trade page of the deal, where you can enter and edit information. You will then have to navigate back to the Desking page by clicking the Desking button. 

The pop-out arrow buttons (pointing directly to the right) for the Trade Allowance and Trade Payoff fields take you to the Trade page of the deal, where you can enter and edit information. You will then have to navigate back to the Desking page by clicking the Desking button. 

You can adjust the total dollar amount for each item directly on the Desking page by simply clicking in a field and typing a new dollar figure. However, if more than one item comprises that total dollar figure, when you hover above a field, a red no symbol (a red circle with a diagonal red slash through it) will appear to signify that the field is read-only. This is the case when more than one item has been added in the Front Option, Back Option, Service, and GAP fields. 

Each field of the page will be covered in detail in the Knowledge Base article, "Desking a Deal." However, the basic workflow for the deal is outlined below. This is a generic workflow, as each salesperson and finance representative will have his or her own method for working a deal. This workflow assumes that all applicant, insurance, and trade information was added when the deal was created. 

Tip:  To view more of the Desking page on the screen without scrolling, collapse the Deal Summary Card at the top of the page by clicking the large blue upward-facing caret at the upper-left corner of the card. You can re-expand the card by clicking the large blue downward-facing caret

Step 1. After creating a deal, including a buyer, vehicle, and trade, click the Desking button to open the deal’s Desking page.

Step 2. The Deal Type defaults to the type selected in the system setup. Click the Deal Type field's options button to open a drop-down menu of deal type options and correct the appropriate type for your deal. The deal type determines the fields that display and the calculations, so it's important you select the correct deal type. 


Retail Deal

lease_deal.JPG
Lease Deal
Cash Deal
Wholesale Deal
Balloon Deal
 
Note:  If you attempt to change the Deal Type to Wholesale or Cash, the Deal Type Change Confirmation pop-up will alert you that the information entered in various areas of the deal will be erased from the deal if the type is changed. To proceed, click Continue

Step 3. The State field defaults to the default state selected in the system setup. 

Step 4. If the deal does not include a deal or you wish to change the vehicle, click the Vehicle field's options button to open your store's vehicle inventory and scroll to find the buyer's vehicle of choice. 

Step 5. Enter the information required for each field on the page. Based on your role and permissions, you may not have access to all areas of a deal. 

Step 6. Use the pop-up buttons in the center column of the Desking page to continue to work the deal. Some fields may automatically populate with default information or figures connected to the vehicle and trade you assigned to the deal.

Taxes and Fees are automatically calculated using defaults created in system setup. You can use the pop-ups to make any adjustments.

Step 7. When you have finished working the deal and entering the financing information, click Save to save the changes to the deal.

Step 8. Once all the information has been added to the deal, click the Forms button in the horizontal button bar to access the Forms page of the deal, where you can print the necessary deal forms. 

Step 9. Click the Recap button on the button bar to view the gross and commission for the deal.

Step 10. Click the Actions button at the upper-right corner of the screen, above the Deal Summary Card. A drop-down menu of Actions options will open. 

Step 11. From the drop-down Actions menu, select Mark As Sold to flag the deal as complete and the vehicle as sold. The deal's status (in parentheses next to the Deal Number in the Deal Summary Card) will be changed from "Working" to "Sold."

The Actions menu items will now include Edit Deal Information, Finish Deal, and Rollback To Finance. You can click Rollback To Finance to revert the deal to the "Working" status.

Step 12. When you're ready to send the deal to Accounting, click the Actions button in the upper-right corner of the screen to open the Actions drop-down menu of options.

Step 13. From the Actions menu, select Finish Deal. In the Deal Summary Card, the deal status next to the Deal Number will be changed to "Finished." At this point, all of the pop-up and pop-over buttons in the center column of the Desking screen will be inaccessible. 

Step 14. When you've finished securing financing for the deal, click the Actions button at the upper-right corner of the screen again and click Mark Deal as Funded

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