Dealertrax Sales Manager
Dealertrax Sales Manager
Company Setup
Using the Toolbar
Setting up Salesman
Setting up Finance Companies
Setting up Insurance Companies
Setting up Warranty and Service Companies
Accounting and Financials
Using the Daily Closeout
Using the Financial Snapshot
Using the Profit Graph
Using the QuickBooks Export
Working with Accounts Payable
Working with Deposits
Working with the Checkbook
Accounts Receivable
Accepting Payments - Simple Method
Accepting Payments on Account
Accepting Payments on Expenses
Using the Account Status Module
Using the Invoicing System
Using the Payoff Calculator
Using the Trade Status Module
Using the Xcharge Credit Card Processor
Clients and Prospects
Using the Contact List
Using the Marketing Module
Working with Customer Demographics
Credit
Using Dealertrack for Credit and Deal Approval
Using Equifax for Credit Information
Deals
Using the Quick Deal Wizard
Working with Current Deals
Using the Deal Reports Selector
Using the Advanced Deal Forms Selector
Using the OFAC Blocked Persons List
Working with Multiple Trades
Finance
Coupons and Payment Books
Using the Amortization Module
History
Using the Sold Unit Details Module
Imports and Exports
Internet Utilities
Autotrader Upload
Webpage Updater
ASP Based Webpages
CSV Based Webpages
Manheim Inventory Export
MS Office Exports
MS Excel Export
Custom MS Excel Export
Pivot Tables
Palm Pilot Import
QuickBooks Export
Using the Integrated FTP Module
Inventory
Posting Expenses and Repairs
Using the Inventory Pricing Utility
Using the Vehicle Sales Analysis Module
Working with Service and Repair
Working with Parts Inventory
Working with Vendors
Using the Vendor Purchases Module
Reports
Using the External Reports Generator
Working with the Reports Module
Utilities
Database Utilities
Using the Advanced Search Feature
Using the Wizards
Graph Wizard
Import Wizard
Label Wizard
Report Wizard
Webpage Wizard
Disclaimer
License Agreement
Support Information
System Requirements