Company Information settings control how the program handles different features and options. The Deal Desking tab allows you to set defaults for many different areas of the F&I module.
- Select the Company Information module.
- Click the Finance & Insurance menu option on the left side of the screen.
Use Dealer Administration Fees as Profit
Check this box to set dealer admin fees to be counted as profit in deals.
Pay Commission on Dealer Administration Fees
Check this box to calculate commissions on dealer admin fees.
Set Pending in Inventory to No on Washout
Check this box to update sold units from on hold to not be marked as on hold when the deal is set with a done status.
Send Destination Charge to Deal
Check this box to fill in the deal's "Delivery Fee" in the Quote's Other Fees tab with the destination charge entered on the unit.
Remove Accessories from Commissions
Check this box to not calculate commission on accessories sold on a deal.
Hide ACV on the Comparisons Tab
Check this box to hide the ACV amount for any trade from the deal's comparisons tab.
Allow Negative Commissions
Check this box to allow salespeople to earn negative commissions.
Use Sales Cost for Finance Deals
Checking this box will show the information entered into the unit's Sales Cost tab. Leaving this unchecked will show the unit cost from the unit's Financial tab.
Use Actual Addons/Repairs on Sales Cost Tab
Check this box to reflect the costs from accessories added to the deal and service invoices for the unit. Leaving this unchecked will allow manual entry into the accessory cost field on the deal's Quote tab.
Don't Fill Repair Cause when Starting Invoice from Finance
By default, service invoices (ROs) will include information on the accessories that have been selected to add to an RO. This information populates into the RO job's cause field. Checking this box will not populate this text into the cause field.
Start Deals/Quotes with the MSRP
Check this box if you wish to start deals and quotes with the unit's MSRP. If the MSRP field is blank or less than the selling price, the unit's selling price will be used.
Sell Parts on Deal From Inventory
Check this box to remove sold parts from your dealership's inventory when sold on a deal.
Use Advanced Rebates Grid
Check this box to show more detailed rebate information on a deal's Quote tab's Rebates subtab.
Default Rebate Entity Reference
Use the ellipsis button to search for, or enter the entity number for the default rebate entity. This will be shown on a deal's Quote tab's Rebates subtab.
Charge GST on Warranty
(Canada) Check this box to charge GST on warranty items sold on the deal.
Charge GST on Bank Service Fee
(Canada) Check this box to charge GST on the deal's bank service fees.
Charge GST on Bank Registration Fees
(Canada) Check this box to charge GST on the deal's bank registration fees.
Track GM Incentives
Check this box if you wish to require GM incentives be entered on a quote before it is converted to a deal.
Force Trade Stock Numbers
Check this box to require that deal trades be issued stock numbers. These numbers will use the sold unit's number, followed by a letter, beginning with the letter A.
Pop Rotation Screen When Finance Creates a Service Ticket
If you have set up a rotation for service writers, checking this box will open a lead rotation box to be able to choose the service writer rotation and select the next employee. This helps assign the new service tickets in round-robin fashion.
Date to Send to Accounting and Mark Sold
Select the deal date to send to accounting and mark the unit as sold. The options include:
- Delivery Date
- Purchase Date
- Contract / Signing Date
Status for Invoices Started From Finance
Choose the status you want to be assigned to service invoices that are started from a deal.
In-Service Date
Select the date you wish to show in the unit's In-Service Date field. This date will fill in once the deal is done. The options include:
- Date Unit is Marked Sold
- Delivery Date
- Purchase Date
- Contract Signing Date
- Do Not Set Date
Set Purchase When Status Set To
When the status you select here is chosen on a deal, the purchase date is added.
Consignment - Create Payable on Posting
Check the box here to allow the program to create a payable for the consigner when a deal selling a consignment unit is sold.
Entity Reference When Creating a Consignment Payable Entry
Select the default reference that the program will apply to the payable transaction. The options are:
- Deal Number
- Stock Number
Mark Accessories as Removed From Unit on Cancel of RO
Check this box to remove accessories from a unit if the installation RO (created from the deal) is voided.