The History Module stores all you completed deals. From this module you can view all the information on a completed deal. You can also transfer completed deals back into a "deals in progress" status by selecting a deal from the list and clicking the transfer button.

The History module functions exactly like the Deals module.

The main purpose of this module is to store your sold vehicles and customer histories. This may be the most important module in this system. The information stored here can help you determine who is selling, who is buying, what your are making, repairs, and any other factors that can determine profitability and the longevity of your business. Sales Manager uses this data to send to QuickBooks(c) and it must be correct to transfer. i.e. no duplicate deal numbers, no negative selling prices.

You can edit some of the screens in this module, if you have the security clearance. If you do decide to edit this make sure that any changes will not impact commisions or financials that have already been sent to accounting.

The Browse tab displays all deals. 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 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 display all the information on the sold unit.

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.

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.

The Account tab display the current account balance off the selected deal. This information is updated as payments are received.

You can click the transfer button to send the deal from history back to open deals. You will need to change the status of the deal and archive the account from Accounts.