The Customization tab in the Forms Setup screen allows users to establish a default Scenarios printout. Dealerships can choose to use the Scenarios form that comes standard with Autosoft Sales and F&I or to use a custom Scenarios form developed for the dealership by Autosoft. The Scenarios card of the Customization tab allows users to choose from any custom forms to set a default scenario form. That scenario form will feed the Scenarios function, accessible from the Sales application's Desking tab's Scenarios option in the Sales application.
To set the default Scenarios form, follow these steps:
Step 1. Click the Setup button in the main navigation bar along the left side of the screen. Setup opens.
Step 2. Hover over Sales in the horizontal button bar above the Dealership Summary Card.
Step 3. A menu of Sales setup options opens. Click to select Forms.
Step 4. The Forms page opens.
Click the Customization tab.
Step 5. In the Scenarios card, the Scenarios field defaults to the pre-loaded Scenarios form. If your dealership has arranged for Autosoft to create custom scenarios forms, use the Scenarios drop-down menu to select the custom scenario form.
Step 6. Click Save to save your changes. A green "Success" message verifies your changes have been saved.