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Adding Front Options to a Deal

Autosoft -

While on the Desking page of a deal, you can easily add front-end options to the deal and edit the options that have already been added. 

Step 1. Create or open a deal.

Step 2. Click the Desking button on the button bar below the Deal Summary Card. The Desking page of the deal will open. 

Step 3. In the center column of the Desking page, click the Front Options pop-up arrow

Step 4. A pop-up opens containing Front Options and Back Options cards. Use the Front Options Card to add front options to the deal.

Step 5. 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 6. Type the retail price for the option in the Retail field.

Step 7. Enter the dealership cost for the option in the Cost field.

Step 8. If the deal is a lease or balloon, you will have to enter the MSRP for the option.

Step 9. By default, the Payment toggle will be blue, indicating that the option will be included in the payment. If you do not wish to include the option in the recurring payments, click the toggle to turn it off (background will be gray).

Step 10. If you have more than one tax option in the system, click the appropriate Tax box for the option.  

Step 11. Continue adding front options as needed. When you click in the Name field while adding a front option, a new front option entry line will open below the one you're currently working in, so you don't have to click anything to open a new entry line. As you add front options, the Total Front Options figure in the card will display the total dollar value of the options.

Step 12. When you've finished adding front options, click Save and Close. The Front Options field on the Desking page will reflect the changes. 

Step 13. 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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