View or Change Settings

1. Create a new deal.

   OR

2. Edit an existing deal.
3. At the bottom of the Quick Menu section, click on the button. The Settings screen will appear. The appearance of the Settings screen is dependant upon the current deal type (i.e. Cash, Finance, Lease, etc.). See examples below:

   Note: Any default values that are present when the Settings screen is accessed are set in Deal Defaults. See Also: Tax Defaults.

   CASH DEAL SETTINGS

   

   FINANCE DEAL SETTINGS

   

   LEASE DEAL SETTINGS

   

4. Enter, select, and/or modify settings, as desired.
5. To save any changes, click on the button.

   OR

6. To discard any changes and return to the Edit [Deal Type] Deal screen, click on the button.