Loading A Previous Deal

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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.

mnu_LoadDeal

 

LoadDeal_Left

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.

LoadDealWindow