Vehicle Inventory
These are the three available stock types.
What are New, Used, and Special?
Where do you enable both the deal audit log and Concierge?
What is Sales Setup -> Integrations
This is where you can add in a cost adjustment in a deal.
What is the Selling Price dropdown?
This section of the deal is where you Book the deal.
What is Cashiering?
Where are deal specific documents stored after they have been printed or shared/cast?
What is the Digital Deal Jacket
If a vehicle has damage, where on the Vehicle Inventory Workspace Management page will you see the Red "D" icon?
What is the VIN column?
These are the two types of toggles in Deal Sheet Setups.
What are "Deal Level Controls" and Hide/Show"?
This is where you can turn on First Payment Waiver in a deal.
What is Rebates?
What button do you click to add and/or print the selected products in your deal?
What is View Cart
This is where you go to assign a secondary role to an employee.
What is User Setups?
For the Conditions Priority in Stock Number Rules, this number is the highest priority.
What is 10?
What setup allows you to create a buyer upload placeholder for the Docs tab of a deal?
What is Forms & Documents Setup?
To adjust the price of a fee in a deal, you will first need to enable this toggle.
What is Override Fees?
If a deal is in F&I status, and you need to make changes to the Desking screen, what button will push the deal back to Quote status?
What is Send to Sales?
In Fee Management, this selection is crucial for how a fee works in a deal and also to ensure that it is mapped properly to forms.
What is Masked Fee Type
A standard item added to the accounting cost of some or all vehicles in inventory
What is a hard pack?
This is the setup where you can create rules to make deal fields mandatory.
What is Field Rules Setup?
This is where the Registration and Title Selection for the Customer is controlled.
What is the Customer Tab?
What 2 deals type are not able to be selected inside an existing deal?
What is refinancing and only-trades?
This deal status marks the vehicle as Sold
What is Booked?
A vehicle will have a GL balance once this happens in accounting.
What is Posted?
This is where I go to target a lender for a specific payment type, make or state.
What is Sales Setup?
If more than one Deal Sheet has been shared in a deal, you can revert your deal to a previous structure by using this icon.
What is Deal History?
This view allows you to see the Sale, Cost, and Dealer Gross of deal items.
What is Enable Recap View
Jump to Sign, Single Sign of Deal Documents, and this are the three signatures options in Concierge Setup.
What is Sign All of Deal Documents?