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Editing or Removing Back Options from a Deal

Autosoft -

If you want to adjust the price of a back option, or if your buyer decides they no longer want a back option that you’ve added to the deal, you can easily edit the deal.

Step 1. Open the deal.

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

Step 3. Click the Back Options pop-up button in the center column of the Desking page.

Step 4. A pop-up will open containing the Back Options Card.

Step 5. If you want to change an option's pricing, click in the Retail field and enter a different figure. The Total Back Options figure will reflect the change.

To remove an option completely, click the gray - button to the right of the option you would like to remove. The Total Back Options figure will reflect the change.

Step 6. Click Save and Close. The Back Options field on the Desking page will now contain the changed Total Back Options figure from the pop-up.

Step 7. Click Save on the Desking page to commit the changes to the deal.


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