Step 1: Start New Deal

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

Step 1: Start New Deal

 

Before starting a new deal, review the settings in 'New Deal Defaults'.  

➢Default settings for common fields can be set using this function.

➢Access this function from the list on the far left side of the screen.

To begin a new deal, click the New Deal button. You can also click on File in the menu bar and select New Deal from the drop-down menu.

ProcessDeal_NewDeal

The system will activate the 1-Financial Calculations' tab at the top, clear all fields on the screen, and prepare to process a new deal.

Begin by entering information in the 'Preliminary Information' section:

➢Fill in the information from top to bottom. Completing the steps out of order may cause unpredictable results or loss of some important information such as vehicle pricing or costs.

➢Detailed instructions for completing these fields can be found in the Help manual under their respective topic headings in the table of contents.

 

 

ProcessDeal_PreliminaryInformation