Follow these steps when a deal has been completed and you wish to close the deal / finalize the deal.
Mark the Deal as Done
- Open the Deal Desking module.
- Locate your deal in the list and double-click over the row to open the deal.
- Click the Edit button in the lower right to edit the deal.
- Click the Status drop-down arrow. Switching from a status with an internal status of Open to a status with an internal status of Done will wash out the deal.
You may receive a popup warning you if Titling Rate 1 does not match the customer’s address.
- If you do receive this popup, click the OK button to close, then verify the tax information.
Process Units
- You will also receive the Unit Status window as a popup. This window allows you to update the status of the unit that was sold, the trade unit, and the purchasing entity.
- Optionally, you may update the statuses shown or check the box to update the trade purchase price in your inventory with the ACV from the deal.
- Click the OK button to exit the window. This will open the commission voucher report, which you may print and/or exit.
- Click the Save button at the bottom of the deal window.
Post Deal to Accounting
- The Post to Acct button will now show at the bottom of the deal window. Clicking this button will open the accounting summary template selection.
- Click over the preset that applies to the deal. The GL accounts that were set in the template will be applied to the deal information. This will open the accounting transaction for the deal.
- If any lines within the transaction are incomplete, they will show in red. You must correct these lines to post the transaction. If everything in the transaction is input properly, the accounting transaction will be posted.