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Adding Back Options to Sales Setup

Autosoft -

You can create back options in the Setup application. These back options will then be accessible while desking deals in the Sales app.

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 Options: Back from the Sales options menu. The Back Options screen will open.

Step 4. Click the New Back Option button in the upper-right corner of the screen. A pop-up will open, allowing you to enter the back option information. 

Step 5. Enter the information for the back option. Give it a specific name, and be sure to select the type of back option using the Type field's options menu (dent protection, environmental protection, etch, glass protection, interior protection, key replacement, etc.). The toggle in the upper-right corner of the pop-up will be set to Active. Do not change this setting.

Step 6. Enter the Retail, Cost, and MSRP for the option. 

Step 7. Use the Tax Type options menu to select the tax that applies to the option. 

Step 8. If you want the back option to default to new deals, click the Default in Deal toggle to Yes (Yes will be blue when selected).

Step 9. Use the Default in Payment toggle to select if the option will be added to the payment by default. By default, Yes is selected on this toggle. Click the toggle to No (No will be highlighted in blue when selected) if you do not want the option to be included in a deal payment by default. 

Step 10. Use the Back Option Account Numbers card to assign the account numbers to which back option sales will be posted for new and used vehicle deals. You may need to consult with your Accounting office to get this information. 

Step 11. Click Save and Close. The item you added will appear in the Back Options list. 

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