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Finance Manager

Autosoft -

Below, we've arranged a variety of videos and Knowledge Base articles to help you learn the basics necessary to efficiently use the Autosoft DMS to perform your daily tasks. For best results, please work through the resources under each topic in the order in which we've listed them, beginning with System Basics and finishing with Deal Basics. 

 

System Basics

Begin here to learn how the system works and how to save time and clicks while moving through the system. 

1. Sales and F&I 60-Second Tour (video)

2. Sales and F&I Guided Tour (video)

3. Navigating Your New System (video)

4. Resetting Your Password

 

Employee Setup

Use these lessons to set up your employees in Autosoft DMS and manage their accounts as necessary. 

1. Adding an Employee to the System

2. Viewing and Editing an Employee Record

3. Changing an Employee's Username and Account Email

4. Resetting an Employee's Password

5. Locking an Employee Account

6. Disabling an Employee Account

7. Enabling Disabled Employee Accounts

8. Setting an Employee's Commissioning Rates

9. Reassigning Deals from One Employee to Another

 

Bank Setup

These learning resources will teach you to establish in Autosoft DMS records for the banks your dealership works with and to manage those bank records as needed. 

1. Adding Banks

2. Marking a Bank Inactive

3. Reactivating an Inactive Bank

4. Adding Trade Lien Holders

5. Editing Trade Lien Holders

 

Coverage Providers & Plans

Use these resources to learn to establish and manage vehicle coverage and credit insurance providers and plans. 

1. Adding Coverage Providers

2. Adding Coverage Plans

3. Editing Coverage Plans

4. Adding a Credit Insurance Plan

 

Vehicles

Learn to work in the Vehicles application to add, access, and manage vehicle records. 

1. Understanding the Vehicle Application

2. Understanding the Vehicle Dashboard

3. Adding a Vehicle to Inventory

4. Viewing a Vehicle's Accounting Details

5. Using the Vehicle Action Buttons

 

Deal Basics 

These resources teach you how to get started building deals. 

1. Working a New Deal (video)

2. Recalling an Existing Deal (video)

3. Adding a Trade to a Deal

4. Removing a Trade from a Deal

5. Adding a Vehicle to a Deal

6. Removing a Vehicle from a Deal

7. Adding a Buyer to a Deal

8. Adding a Co-Buyer to a Deal

9. Changing a Buyer on a Deal

10. Adding Vehicle Insurance to a Deal

11. Adding Coverages to a Deal

12. Adding Credit Insurance to a Deal

13. Editing or Removing Coverage from a Deal

14. Adding Back Options to a Deal

 

 

 

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