The main reason most people buy software is to help them with the day to day operation of their business. This software has the ability to create, store and print all the deal paperwork it takes to sell a vehicle.

There are several ways to begin a deal. The fastest method is to use the Quick Deal Wizard. This method is a step by step approach to filling in all the required fields in the database, i.e. Buyer name, Phone number, addresses etc. The second method is to go from the Finance screen and transfer the deal to open deals. The third is to go from the main deals screen and click the new button.

The Browse tab displays all open deal. The details may be seen by clicking the respective tabs.

The Customer tab display the Buyer and 2 Co-buyers for the selected deal.

The blocked persons list will allow you to check your buyers against the OFAC list. This is a part of the Patriot Act and helps you to make sure that you don't sell a unit to the wrong client. This module allows for 2 different interfaces, the main one uses a link to the PDF document that you can search. The second version is a XML file that updates a file directly on your system. You can setup this from the Internet tab in Company setup.

The Insurance Tab displays all the insurance info for the selected deal.

The Liens tab displays the first and second lien holders on the selected deal.

The Vehicle tab allows you to select a unit for sale by either clicking on the dropdown box next to the stock number field or entering the stock number. The information is for the selected vehicle is displayed and allows you to edit and verify that it is correct.

The Trade tab on the standard deal module allows for two trades. The unit or units entered will be combined for net trade and when the deal is complete, the system will allow you to stock the units.

This Advanced Trade tab can be activated from Company setup and allows you to take in as many trades as you want per deal. The units can be stocked in one-by-one or as a group. The net trade values are updated in the system when you click on the update button.

The Finance screen allows you to setup the deal to meet your customer's needs. You can select the frequency of payments, APR, and all the other primary deal figures. This is probably the most important module in the system and care should be taken because all the forms and contracts are based on the numbers in this screen. To complete the math functions in this module you must click on the calculate button.

The amortization module is activated for the selected deal by clicking on the Amortize button on the lower right corner of the Finance tab. This module will allow you to print a coupon book and payment sheet for your client. The screen will display the payment amount, principal, interest, payoff and payment due date.

The Add-ons or We-Owe screen allows you to enter any items that are promised to the customer. The price and quantity columns allow you to add the amounts to the deal so that they are included in the prurchase. You can also enter any items that are to be addressed by the dealership as customer concerns. This information will be tagged to the stock number and available from any of the service screens throughout the system.

The print button on the Add-Ons screen will allow you to print a copy of the agreed upon items for your customer. You can reprint copies at any time from any of the Service screens.

The Warranty tab allows you to assign a service or warranty company to the selected deal. The customer cost is the price charged to the customer and the cost field is what the dealership pays for the contract.

The Recap screen allows you to see if the deal is profitable, sometimes refered to as the Deal washout. Clicking the calculate button will refresh the figures to reflect any changes you make.

If you click on the Print Washout button you can preview and print a deal recap sheet for your records. You can always view this information from the History module.

The Deal Forms module will allow you to store a list of forms and contracts that you can print to complete your deals. There a 2 different screens for forms, one is simple and can be used if you do not have many forms to print, the other is for larger dealerships.

The main type contains dropdown boxes that you can use to store the selected forms. Right clicking on the small button will allow editing of the forms and left clicking will print the form.

The more advanced type contains a list of unlimited forms and contracts that you can add and edit. You can change the deal form module in Company setup under the Station tab.

When you are finished with a the deal, you can click the transfer button to send the deal to history and accounting.