EVOLUTION F&I Software
How To :
How To Set-up Evolution Software
  1. Log onto Evolution.

  2. Click on Software Set-up.

  3. This will bring up following menu items:
    Banks, Chemicals, Warranty, Tires, Accessories, Remarks, Staff, Inventory, Trade, Insurance Co./Brokers, Defaults

  4. Click on first item. This will bring up new screen.

  5. Click on Insert at the bottom of the screen. This will bring up a blank form.

  6. Fill in as much as possible.

  7. Click SAVE at the bottom of the page.

  8. Repeat steps 4 – 7 for all menu items.



  9. Defaults:
    This is where the default values are selected. Default values are what must come up with every vehicle that is sold - Fees, Warranty, Bank, etc.

  10. Select each value based on the dealers needs.

  11. Make sure to set the proper tax rates.
    Note: HST is check marked ON by default for the Maritimes and must be turned off if not used in the Maritimes.

  12. When all of the Defaults have been set, click Save Settings at the bottom of the window.

  13. Message that say Defaults have been updated will appear. Click OK.

  14. Click Close the defaults window at the bottom of the screen.



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204-1945 King St E, Hamilton, Ontario L8K 1W2
Phone: 905-578-6853   •   Fax: 905-578-3547
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