The latest release to the Autosoft Sales and F&I application is now available. It contains enhancements to user sales alerts and user configurations.
Sales and F&I New Gross Sales Alerts Added To The Panel
Benefit: New alerts information available for users.
Details: The Alerts panel on the Sales dashboard can now include alerts for Front Gross sales, Back Gross sales (in dollars), and Back Gross sales (in number of products). You can activate and set the threshold for each alert. Once you click on an alert, the Deal Search table opens with only the deals that match that alert criteria listed.
Front Gross Sales
Back Gross Sales (Dollars)
Back Gross Sales (Number of Products)
These sales alerts are not activated by default. To activate them for your system, you need to enter a value in the settings field for each individual alert. To set the threshold for each of these three alerts, complete the following steps.
- From the Overview, click Setup > Sales > Alerts.
The Sales Alert Configuration card opens. There is a field where users can enter Gross Front Sales Notifications (Dollars), Gross Back Sales Notifications (Dollars), and Gross Back Sales Notifications (Products).
- For your selected field, enter a threshold value, either a dollar amount of number of products.
The threshold is saved and the alert is created.
Sales and F&I SFI Now Saves Sort/Filter Configuration on Deal Search
Benefit: User can set sort/filter preferences and they will remain the same into the next session.
Details: When a user applies sorting or filtering to organize Deal Search table results, like by sorting by deal type or filtering by purchase date, SFI will now remember that sorting or filtering selection and maintain it for the user’s next session. SFI will also remember automated interactions with the grid, like clicking on an alert.
Note: When you log out of SFI, the parameters revert to default settings.
Sales and F&I Gross Sales Chart Now Displays Total Sales
Benefit: Dealers can quickly assess sales outlook.
Details: The Sales bar graph on the Sales dashboard now displays the total sales for the set time period.
This gives dealerships a snap understanding of their total deals, and allow them to contrast that number with the more specific sales metrics on the Sales bar graph, such as new and used sales by employees.
Sales and F&I Scroll Bar Added To Sales Alerts
Benefit: Allows vital sales information to appear on alerts bar.
Details: When the Alerts panel reaches the maximum amount of alerts to display, a scroll bar now appears to the right of the alerts. When the user scrolls down, they’ll be able to view additional alerts.
When you click on an alert, the Deal Search table opens all of the deals for that alert. Click on alert to view all deals for alert. For example, for the screenshot below, if you click on Back Gross Product Alert, all 27 deals that fit the criteria for that alert will open.
Sales and F&I User Remains On Current Tab After Editing A Finished Deal
Benefit: User can continue working in current tab, instead of being routed back to Overview.
Details: If you’re editing a finished deal in either the Vehicle, Trade, Buyer, and Recap tabs, when you save your changes, you’ll now remain on the tab where you are working. Previously, after editing a finished deal, the user would be routed back to the Overview tab.
Sales and F&I Vehicle Inventory Syncs When Third Stock Number For Same Vehicle Is Added
Benefit: Improved syncing capabilities from Accounting to SFI.
Details: When vehicle inventory is added through Accounting, that inventory is then synced over to SFI to keep the vehicle inventory current and accurate. Each new vehicle is given a stock number, and if that vehicle is sold and marked inactive, but later returns to the dealership on trade, it is given a new stock number. That means that the same vehicle can exist in a dealership’s database under different stock numbers. SFI has been enhanced so that if that same vehicle returns to a dealership on trade a second time (meaning its being added to vehicle inventory a third time), it will be given a new stock number, instead of revising its original record.
If Accounting already has two records for a vehicle, and a third is added, SFI now syncs automatically with Accounting to keep the vehicle record up-to-date and accurate.