<< Click to Display Table of Contents >> Navigation: Using The System > Basic Features > Deal Processing > Loading A Previous Deal |
To bring up an existing deal, click on the File menu in the upper left corner, then select Load Deal .
If you are in the 'Process Deal' or 'Deals and Quotes' screens, you may also load a deal by clicking on the 'Load Deal' shortcut on the left side of the screen.
The system will display the Load Deal window. Click on a deal's listing to highlight, then click the Retrieve button at the bottom-left of the window. You will be asked to confirm whether or not you wish to load this vehicle. The system will activate the Financial Tab at the top, load a previously saved deal from its memory, and allow you to complete or edit the deal data. You may need to click 'Remove Completion' on the left side to allow editing.