Company Settings control how the program handles different features and options. The general tab allows you to set information about your dealership and begin configuring the different default options.
|IMPORTANT: The options, settings, and fields on this screen are completed for your dealership when first starting out with the program. Please contact the support team before making changes to any fields as this may impact the software performance.|
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Verify that you are viewing the Company Settings tab.
- Click the General subtab on the left side of the screen. This will show the available options.
Auto / RV / Marine
Choose the relevant dealership type for this profit center or location.
This field will show a 2 or 3 character abbreviation for your location.
If your dealership will be running under a DBA name, enter the name here.
Enter your dealership's Electronic Lien and Title (ELT) number into this field.
Dealer ID Number 1, Dealer ID Number 2
These numbers may be used by our support team. Please do not change any numbers entered.
Dealer ID Number 3
If your dealership uses the ADP export, enter your dealership's ADP number in this field.
Auto Number Stock Numbers
Check this box to use the default stock numbers for units added to the program. The default will only allow numeric entry. You may choose the next number in sequence below.
Do Not Prompt to Add Used Make/Model to List
Check this box to not prompt users to add makes and models of used units to your dealership's Make / Model Pick List.
Choose the option that applies for your dealership:
- MI - Miles
- KM - Kilometers
- HR - Hours
New Stock Number
When you have chosen to use the auto number stock numbers above, the next stock number will show in this field. You can enter a new number into this field, if desired.
Number of Digits for Auto Stock Numbers
When you have chosen to use the auto number stock numbers above, you can change the number of digits for the stock number by updating this field.
Language for Message Boxes
(Not Active) If you wish to spellcheck your message fields for another language than English, you may choose from the options in this list.
Multiple Vehicle Bus Deals
Cash Drawer Beginning Amount
Enter the default starting amount for your cash drawer.
Time Clock Server
If your business is using a dedicated NTP server to sync the system time, you may enter it into this field. When left blank, the system uses the default Windows time server.
Default New Entities to Companies
Check this box if you want the Is Company box to be checked automatically when creating a new entity.
Motility Account Number
Your account number with Motility will show here. Please do not make changes to this information.
P&S Operating Date
This will default to the system date. Changing this date will also change the date of transactions in the sales register.
Default Config Path
A default configuration path is shown in this field. Please do not make changes to this information.
Enter your business website address in this field. The address entered here will print on receipts.