Special Function Buttons

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Navigation:  Using The System > Basic Features > Deal Processing > Processing a New Deal > Step 1: Start New Deal >

Special Function Buttons

 

 

Special Function Buttons are located in a list on the far left side of the 'Process Deal' screen.  These will change as you move through each of the seven sections involved in building a deal.

 

The Special Function buttons associated with 'Step 1-Financial Calculations'  are listed and described below.  Click on each link to get more detailed information about each of these functions.

specialfunctionbutton_processdeal

 

 

 

Mark Section Complete:

Marks the section as complete and no further editing or information is required.  

After a section is marked complete it cannot be edited until the completion status is removed by clicking on the 'Remove Completion' button.

 

Calculate: Forces the system to calculate payment information based upon your entries in the Payment Information section.

 

Rollback Item: Allows you to adjust certain deal information in order to achieve a desired payment or profit margin.

 

Disclosure: Prepares a disclosure report and displays it in a report preview window.

 

Amortization Schedule: Displays the amortization schedule for the loan.

 

Print Quote:After information is populated in the fields of the deal, a price quote can be printed out for the customer.

 

Insurance Options:

Displays a table containing monthly payments for a variety of credit insurance coverage options.

To add or change credit insurance options without using this button, use the boxes at the bottom of the window and below the calculated payment.

 

Warranty Options: Displays the Warranty Disclosure window for selecting a warranty for your deal.

 

GAP(Txbl) and GAP(Non-Txbl) Options: Displays a GAP selection window to allow you to select a GAP company and plan without having to type the information.

 

Clear Calculations: Clears and resets all fields in the 'Payment Information' section.

 

Coverage: This is a sales and marketing tool that opens the Presentation Menu window so that you can create a document to present to a customer with a list of additional option packages.

 

Deal Defaults:

Defaults can be selected to populate certain fields when starting a new deal.

The Deal Default window is accessed by clicking on 'Deal Defaults' on the left hand side of the main screen when in 'Process Deal'.