Create a New Cash Deal

1. Click on the tab. The Deal List will appear.
2. In the upper, right corner of the screen, click on the button. The Edit [Deal Type] Deal screen will appear. See the example below:

   Note: The deal type shown when you create a new deal is determined by the Default Deal Type selected in Deal Defaults. See Set Deal Defaults for details.

   

   Note: Any defaulted settings that cannot be edited on this screen are edited by using the button.

3. If it is not selected already by default (see note above), click to choose the Cash Deal deal type in the upper, left corner of the screen.
4. Enter buyer and vehicle details:
   1. At the top, left of the screen, enter the buyer's Last Name and First Name.
   2. Enter vehicle details (Stock #, Year, Make, Model, and Vin #).
   3. On the right of the Type field, click on the button to view and select one of the following: New, Used, Demo, Consign.
5. The Date is set by default to today. To change the Date, click on the button to open a calendar.

Click on the button to select the month.

1. Enter the year.
2. Click to choose the desired date.
3. To reset the calendar, click on the Clear button.
4. To select today's date, click on the Today button.

1. In the Quick Menu section, click on the button.

   

2. Enter deal information from your Dealership Management System:
   • Enter the Optional Base Price value.
3. To add F&I products to this deal, see Apply F&I Menus.
4. To save your changes to this point, click on the button.

   OR

5. To discard any changes and return to the Deal List, click on the button.

See Also: Print Deal