If you use Autosoft's QuickBooks integration to import vehicle sales information from Autosoft Sales and F&I into QuickBooks, you can create vehicle sales templates for every deal format your dealership may need. These templates organize vehicle sales data for proper import into QuickBooks.

Step 1. While in the Setup application, click the **Accounting** tab at the top of the screen and select **Vehicle Sales** from the drop-down menu.

Step 2. The Vehicle Sale Search screen opens. You can add a vehicle sales template in one of two ways (click the method in the list below to see the step-by-step directions):

**Copying an Existing Vehicle Sales Template****Using the Add Setup Button**

**Copying an Existing Vehicle Sales Template**

Step 3. In the Vehicle Sale Search list, determine the existing vehicle sales template that is most closely related to the vehicle sales template you're adding. This template will serve as the base for your new template. Click the **Copy** **icon** in the far left column of the base template in the list.

Step 4. The Vehicle Sales Template pop-up opens. The **Deal Type** field reflects the base template you chose. If the new template is for a different deal type, use the drop-down menu to select a new deal type.

The **Inventory Type** defaults to Used. You cannot change this setting.

Step 5. Use the **Class** field to select the vehicle class. The options can include **Passenger**, **Truck**, **Motorcycle**, and **Other**. The options vary per template, as the vehicle class that the base template covered doesn't appear in this list. This prevents users from creating multiple templates for the same deal/vehicle class.

Step 6. Click **Continue**.

Step 7. The new template opens in the edit view. The screen is divided into several cards depending on the deal type: **Front End**, **Deal Funding**, **Trades**, and **Bank Reserve**. Your dealership may not use each line of the template. For instance, if your dealership doesn't use a Hard Pack, remove the account and/or formula associated with the irrelevant section. An error message alerts you when you attempt to save if any section is missing a general ledger account or formula.

The card at the top of the screen displays the template's Deal Type, Inventory Type, and Class.

The **Title**, **G/L Account**, and **Formulas** fields from the template you used as a base populate where appropriate. You can change those fields as necessary. Any fields marked with a** red alert icon** require your attention.

For empty **Credit** and **Debit** **G/L Account** fields, click the fields to select the appropriate general ledger account for the credit or debit. Select from a list of general ledger accounts established in the General Ledger screen of the Accounting setup.

Step 8. If a formula based on the item from the base template didn't populate, use the field in the **Formula** column to create a formula for each item. Click the caret in the field to open the pop-up where you can select **Table** or **Formula Builder**. If appropriate, you can simply add a dollar amount in the pop-up's **$ field**.

**Using the Table Feature**

If you select **Table**, the Table pop-up opens. Using the **Table List** field, you can select **Deal** or **Inventory** to search for deal or inventory fields to use in the formula.

Scroll through the deal or inventory fields to find the field you wish to use for the template item. You can also type a search term in the **Search** field and click **Search**.

Once you click on a field, it's added to the item's formula in the template. To the right of the field, a blank field appears. Click the field to open a list of mathematical functions. Select the appropriate function to continue building the item's formula as needed.

A blank **$ field** opens to the right of the mathematical function, and to the right of that, another blank field where you can choose an additional mathematical function.

Click the **$ field** to either enter the appropriate dollar amount or use the **Table** button to select a deal or inventory field or the** Formula Builder** button to build a larger formula.

If the formula requires additional items, use the blank field to add additional mathematical functions and subsequent dollar amounts, table items, or larger formulas.

**Using the Formula Builder**

If you selected **Formula Builder**, the Formula Builder pop-up opens.

Use the **Formula Type** field to select **Simple Formula** (default option) or **Percentage Formula**. Selecting Simple Formula opens two fields below the **Formula Type** field.

Click the first field to either enter a dollar amount or use the **Table** button to select a deal or inventory field from the Table pop-up.

Use the blank field to open a list of mathematical functions. Select the appropriate function to continue building the item's formula.

A blank **$ field** opens to the right of the mathematical function, and to the right of that, another blank field where you can choose an additional mathematical function.

Type the appropriate dollar amount in the** $ field **or use the **Table** button to select the appropriate table item. If the formula requires additional items, use the blank field to add additional mathematical functions and dollar amounts.

When done building the simple formula, click **Save**.

If you chose **Percentage Formula** in the **Formula Type** field, four fields will open below the Formula Type field.

Use the first field to enter the percentage amount.

The field to the right displays a multiplication sign. This field cannot be changed.

Click the third field to enter a dollar amount or select a deal or inventory field from the Table pop-up using the **Table** button.

If additional mathematic functions are required in the formula, use the blank field to select the mathematical function and the appropriate dollar amount or deal or inventory field.

When you're done building the formula, click **Save**.

Step 9. Repeat this process for each of the template items. Use the **gray -** buttons and **blue +** buttons to remove or add additional debit and/or credit lines in a section.

Step 10. When you're done customizing the template, click **Save**.

**Using the Add Setup Button**

Step 3. Click the **Add Setup** button in the upper-right corner of the screen.

Step 4. The Vehicle Sales Template pop-up opens.

Use the **Deal Type** field to select the deal type for the template from the drop-down menu.

The **Inventory Type** defaults to Used. You cannot change this setting.

Step 5. Use the **Class** field to select the vehicle class. The options can include **Passenger**, **Truck**, **Motorcycle**, and **Other**. The options vary per template based on the templates you've already created. For instance, if you selected Lease in Deal Type and already have a Lease Passenger template, Passenger will not be available as a class option. This prevents users from creating multiple templates for the same deal/vehicle class.

Step 6. Click **Continue**. A blank template opens in the edit view. The card at the top of the screen displays the template's Deal Type, Inventory Type, and Class.

Step 7. The screen is divided into several cards depending on the deal type: **Front End**, **Deal Funding**, **Trades**, and **Bank Reserve**. Use the items in each card to build the template as necessary. Your dealership isn't required to use every line of the template. For instance, if your dealership doesn't use a Hard Pack, skip this field.

Each item has a **Title**, a blank **G/L Account**, and a blank **Formula** field.

For each **Credit** and **Debit** item, click the **G/L Account** field to select the appropriate general ledger account for the item. Select from a list of general ledger accounts established in the General Ledger screen of the Accounting setup.

Step 8. Use the field in each item's **Formula** column to create a formula for individual items. Click the caret in the field to open the pop-up where you can select **Table** or **Formula Builder**. If appropriate, you can simply add a dollar amount in the pop-up's **$ field**.

**Using the Table Feature**

If you select **Table**, the Table pop-up opens. Using the **Table List** field, you can select **Deal** or **Inventory** to search for deal or inventory fields to use in the formula.

Scroll through the deal or inventory fields to find the field you wish to use for the template item. You can also type a search term in the **Search** field and click **Search**.

Once you click on a field, it's added to the item's formula in the template. To the right of the field, a blank field will appear. Click the field to open a list of mathematical functions. Select the appropriate function to continue building the item's formula.

A blank **$ field** opens to the right of the mathematical function, and to the right of that, another blank field where you can choose an additional mathematical function.

Click the **$ field** to either enter the appropriate dollar amount or use the **Table** button to select a deal or inventory field or the** Formula Builder** button to build a larger formula.

If the formula requires additional items, use the blank field to add additional mathematical functions and subsequent dollar amounts or deal or inventory fields.

**Using the Formula Builder**

If you selected **Formula Builder**, the Formula Builder pop-up opens.

Use the **Formula Type** field to select **Simple Formula** (default option) or **Percentage Formula**. Selecting Simple Formula opens two fields below the **Formula Type** field.

Click the first field to either type a dollar amount or use the **Table** button to select a deal or inventory field from the Table pop-up.

Use the blank field to open a list of mathematical functions. Select the appropriate function to continue building the item's formula.

**$ field** opens to the right of the mathematical function, and to the right of that, another blank field where you can choose an additional mathematical function.

Type the appropriate dollar amount in the** $ field **or use the **Table** button to select the appropriate table item. If the formula requires additional items, use the blank field to add additional mathematical functions and dollar amounts.

When done building the simple formula, click **Save**.

If you chose **Percentage Formula** in the **Formula Type** field, four fields open below the **Formula Type** field.

Use the first field to enter the percentage amount.

The field to the right displays a multiplication sign. This field cannot be changed.

Click the third field to enter a dollar amount or select a deal or inventory field from the Table pop-up using the **Table** button.

If additional mathematic functions are required in the formula, use the blank field to select the mathematical function and the appropriate dollar amount or deal or inventory field.

When you're done building the formula, click **Save**.

Step 9. Repeat this process for each of the template items. Use the **gray -** buttons and **blue +** buttons to remove or add additional debit and/or credit lines in a section, respectively.

Step 10. When you're done customizing the template, click **Save**.

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