How To :
|
How To Create A Deal
- Start Evolution.
- Click on the icon at the top of the screen with the two people on it.
This will bring up your Customer List.
- If it is a new customer, select Insert from the bottom of the customer list.
This will open the customer record.
- Fill in the information as needed on the record.
- Click on the second tab Insurance Info at the top of the screen.
Fill in any needed information.
- Click on the third tab Credit Application and fill in any needed information.
- There are four subcategories under the Credit Application:
Applicant, Co-Applicant, Banks, and References.
Fill in as needed.
- Click on the fourth tab Trade and fill in any need information.
- Click on the fifth tab and select Button 6 Create a New Deal.
- A message should then pop up saying Warning no vehicle selected. Click OK.
- Click on the button with a small v on it. This will bring up the vehicle inventory.
- Find the car you are selling and click on Select.
- Click on the small t next to trade price and enter all of the data on the trade in, if there is one with the deal.
- Enter any discount given on the deal.
- Click on the small a next to the Accessories Price and select any accessories sold with the vehicle (bug deflector, mud flaps, etc.).
- Click Save when the appropriate accessories are selected.
- Click on the small i next to the customer protection price to select the Credit Insurance for this deal.
- Click Save when the appropriate insurance is selected.
- Select the small m next to the Mechanical Protection Price and select the appropriate warranty to be sold with the vehicle.
- Click on Select at the bottom of the screen.
- Click on the small c next to the Chemical Protection Price and select the appropriate chemical package to be sold with the car.
- Click Select at the bottom of the screen.
- Click on the small t next to the Tire Protection Price and select the appropriate tire package to be sold with the vehicle.
- Click Select at the bottom of the screen.
- Click on the small f next to the Interest Rate and select the appropriate bank for the car to be sold.
- Click on Select at the bottom of the screen.
- Change the Term and Amortization fields to represent the length of term desired for the contract.
- Click on the Sales Person window and select the sales person from a list of staff.
- Do the same for the Business Manager.
- Enter the deferred payment dates if applicable.
Remember: by default all payments are deferred 30 days, so any deferred payment must be 30 days less.
- If a deferred payment has been entered you need to select who will pay the interest on the deferred payment (D-dealer, C-customer, F-financial institution).
- Enter the Delivery Date by clicking on the Calendar to the right of the delivery date line.
- Enter the Date of the first payment by selecting the Calendar to the right of the first payment line. Remember to adjust the first payment for any deferred payment entered.
- Click the small o next to the Other Fees Price.
- Enter the applicable fees for the car being sold and click Save at the bottom of the window.
- Enter any rebate applicable to the deal.
- Enter the Deposit amount from the customer.
- Enter the amount payable on delivery (if applicable).
- Enter any lien payout (if applicable).
- Select whether the Payment Frequency is to be weekly, bi-weekly or monthly.
- Look over all of the numbers in the deal and when youre satisfied click on Save at the bottom of the screen.
- Then click on Save at the bottom of the Customer Record Screen.
- Click Close on the Customer List.
|
