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Setting Deal Defaults

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The Deal Defaults screen determines the default entries that are automatically applied when you start a new deal. The defaults can be changed when working the deal. This setup is optional, but adding defaults here can save time while working a deal if most deals use the same information.

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Deal Defaults from the Sales options menu. The Deal Defaults screen will open. 


Step 4. The General Defaults card allows you to set default information that applies to all deals. Most of this information can be edited on a deal-by-deal basis.

  • In the Deal Number Sequence field, type the deal number you want to use as the starting point. Once you set the starting number, this field will increment as deals are created and will display the next deal number that will be used. The importance of this field is twofold. In addition to serving as a reference for the deal numbers, it allows you to start a new numbering system at the beginning of each year as required by your dealership. This is a numeric field only, and the number must be greater than the largest assigned Deal Number previously in your system.
  • The Trade Stock Numbering menu allows you to determine how stock numbers are assigned to trades. If you select ABC, the program will assign a stock number to the trade vehicle that consists of the selling car’s stock number with an alpha character suffix (starting with A for Trade 1 in a deal and M for Trade 2 in a deal). If you select Last Six of VIN, the program will use the last six characters of the vehicle’s VIN as the stock number. If you select Manual, you will need to manually assign stock numbers to trade vehicles. 
  • The Default Sales Manager and Default Finance Manager menus allow you to set the default Sales Manager and Finance Manager for deals. The selected employees will be added to every deal. These entries can be edited as needed for each deal.
  • The Deals Lost After Inactive field allows you to determine how much time must pass without activity on a deal before the deal is flagged as lost. Click the options button to open the drop-down menu and select 7 days, 14 days, 21 days, 30 days, 60 days, 90 days, 1 year, or Never
  • Use the Purge Quotes After Inactive field to set the length of time quotes must be inactive before being purged from the system. Click the options button to open the drop-down menu and select 7 days, 14 days, 21 days, 30 days, 60 days, 90 days, 1 year, or Never
  • Use the Deal Type menu to select the default deal type: Balloon, Cash, Lease, Retail, or Wholesale.
  • Use the Vehicle Type menu to select the default vehicle type: New or Used.
  • Use the Selling Price menu to choose if the selling price is based on the MSRP, List Price, or Internet Price.
  • The Traffic Type field allows you to set a default greeting method for deals. Choose from Walk-in, Phone, Internet Up, or Other
  • The Source field lets you choose a default source for consumers. Click the options button to open a drop-down menu and choose from the various sources you established on the Sources setup screen. 
  • Use the Retrieve Fee Defaults on Deal/Veh Change toggle to determine how fee defaults will be handled when the deal type is changed. Click the toggle to No to prevent the system from pulling changing the deal defaults when a deal's Deal Type or Vehicle is changed. Click the toggle to Yes if you wish to allow the system to automatically change the deal defaults based on the new deal type or vehicle. 
  • Use the Front Options menu to select front options that will be added by default to deals. The list of default front options is established when adding front options to your system setup. You can select multiple options for this field.
  • The Back Options field allows you to choose which back options will default on deals. You must set a back option as a default in deals when entering the back option in your setup to access those options here. You can select multiple options here.
  • The Coverage field allows you to choose GAP, Maintenance, Service, and Warranty plans that you want to default on deals. Click the options button, and then click the blue right-facing caret to open that category of coverage plans. Click to select or de-select individual coverage plans. You can select one option per coverage category.

  • With the Show Gross on Desking toggle, you can default the program to display the gross for deals on the Desking page of the deal. To show the gross in Desking, click the toggle to Yes. You can hide the gross as needed on each deal using the Presentation View toggle in the right column of the Desking page. When the Show Gross on Desking toggle is set to No, the gross will not be visible automatically in the Desking page. To view it, you will have to click the Presentation View toggle on the Desking page. 
  • Use the Fin Chrg On Disclosure toggle to set the finance charges to print on the disclosure form. Click the toggle to Yes to include the charges or No to omit them from the disclosure form.
  • Set the Use Deal List MTD toggle to Yes to default the deal list available on the Sales Search screen to those deals with Purchase Dates within the current month. Otherwise, the deal list will be comprised of deals with Purchase Dates that precede the current date by up to 30 days. 

Step 5. The Retail Defaults card allows you to set default parameters for retail deals.

  • Use the Payment Type field's options menu to select the default payment frequency. 
  • In Term (Months), type the number of months you want to set as the default financing term for retail deals.
  • The APR field allows you to set a default financing rate. Enter the desired rate.
  • Use the Days to First Pay to set a default number of days before first payment on a retail deal.
  • The Payment Term Offset and Payment APR Offset fields allows you to enter the default offset values you want to use. 

Step 6. Use the Lease Defaults card to enter defaults for lease deals. 

  • Enter the default length of lease contract using the Term (Months).
  • Type the default figure you generally use for lease deals in the Money Factor field.  
  • Use the Residual field to enter a default lease residual. 
  • The Days to First Pay field allows you to set the default number of days before the first lease payment. 

Step 7. The Store Defaults card allows you to set default store information based on vehicle type. This is useful if you have more than one store, and each handles a different inventory type. You can choose the appropriate store to populate the deal based on the inventory type of the deal's vehicle: New Vehicles, Demo Vehicles, Used Vehicles, Certified Used Vehicles, and No Vehicle.

Step 8. Click Save to commit your changes. A green “Success” message verifies the information has been saved.


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