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Adding Coverages to a Deal

Autosoft -

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. Open the deal.

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

Step 3. Click the Service or GAP pop-up buttons in the center column of the Desking page.

desking_center_panel.jpg

 Step 4. A pop-up will open containing a Coverages card and a Credit Insurance card. 

Step 5. 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 6. Click the options button next to the Plan field in the line. Select the appropriate plan from the drop-down menu. 

Step 7. Enter a contract number in the Contract No field. 

Step 8. In the Term field, type the term of the contract.

Step 9. Type the mileage limit for the contract in the Mileage field.

Step 10. Enter the dollar amount of the plan's deductible in the Deductible field.

Step 11. Click the Disap toggle to signify that the coverage is disappearing.

Step 12. Type the retail price of the coverage in the Retail field. 

Step 13. Enter the dealership cost in the Cost field. 

Step 14. The PMT toggle 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 15. 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 16. Click Save and Close. The Service or GAP field on the Desking page will now reflect the additions.

Step 17. Click Save on the Desking page to commit the changes to the deal.

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