<< Click to Display Table of Contents >> Navigation:  Using The System > Basic Features > Deal Processing > Processing a New Deal

 

 

➢It is important that you complete the initial steps in the numerical order shown below when beginning a new deal.

➢This is especially important when entering the finance information in step 1 of the process.

➢Completing the steps out of order may cause unpredictable results or loss of some important information such as vehicle pricing or costs.

➢As a general rule, move through the screens and boxes in the order they are numbered here, or in the order they appear on the screen.

 

Step 1: Start a new deal

Step 2: Enter the buyer's information

Step 3: Enter the vehicle information

Step 4: Enter the trade information

Step 5: Enter the lienholder information

Step 6: Print the necessary documents

Step 7: Wrap up the deal

 

You may also edit an existing deal by following the same screens. However, instead of beginning a new deal, you will load an existing deal from the database.

This is described in the same section as Step 1 above.