-
WORKBENCH The WORKBENCH is used to work, calculate and print
retail deals. Go to DEALS, WA/OR STANDARD DEALS to work a new
pending retail deal in Washington or Oregon State.
From the Main Menu: go to the workbench to be used to calculate
retail deals.
To start a new deal; go to NEW DEAL.
-
Highlight and press enter.
Highlight and press enter on CREATE PENDING DEAL.
-
Enter the Customer’s Last name.
Choose the method to find the Auto to sell by selecting from the
list. To see a list of Inventory highlight and press enter on LIST
INVENTORY.
-
Highlight the correct vehicle to work the deal on and press
enter.
The vehicle will be loaded into the workbench with the preloaded
defaults as set in the workbench setups. Highlight and press enter
to continue to register the vehicle as an Auto or a Truck.
-
Highlight and press enter on the transfer method to be charged
on the deal.
Enter the Salesperson on the deal and the list will come up to
choose from. A list will be called from the Employee setup
file.
-
Highlight and choose the first salesperson on the deal.
Enter through the workbench deal to formulate your deal line by
line. Alternate calculation methods may be used from the menu.
-
Note that as the changes are made to the deal the calculations
are simultaneous.
Note the gross changes and the amount financed as the deal
structure changes.
-
The next screen will prompt for the trade allowance(s) and
ACV(s). To split the deal for two trades move part of the $5000.00
for example to the TRADE #2 ALLOWANCE/ACV fields.
To view the screen in the “customer viewing mode” press the F10
key and the costs will be blacked out. Press the F10 key again to
return the regular viewing function.
-
To use alternate deal calculation methods highlight and press
enter on DEAL OPTIONS.
To ROLL CUSTOMER PYMT highlight and press enter.
-
Enter the requested payment amount.
Note the Original payment, the requested payment, and the
original gross on top. Highlight the item to roll and note the
effect or pres ESC to abort the request.
-
Highlight and press enter on ROLL CUSTOMER OFFER to roll to a
payment in full option.
Enter the offer.
-
Designate if the offer includes the tax and licensing.
View the changes.
-
Once the deal structure has been set the customer information
will need to be entered at this time.
Enter the information into the fields as designated for BUYER #1
and BUYER #2.
-
The CUSTOMER INFO screen may be used to print a credit
application as well.
Complete the REFERRED BY field to track sale sources and print
reports from SALES HISTORY.
-
To return to the REFERRED BY screen go to EDIT OTHER INFO. To
exit the CUSTOMER INFO screen go to EXIT TO MAIN.
The next item listed is BANK/L&AH INFO. Highlight and choose
this item to enter the financing bank, warranty company, L&AH,
and the insurance information on the deal.
-
You may enter the vender information on the fly or you may
select from the list of default venders. To choose from the list
highlight and press enter on GET FROM LIST.
Highlight and press enter on LIST LENDING COMPANIES to choose
from the list of banks.
-
By choosing the bank from the default list the proper leinholder
information will be attached and printed on the paperwork.
Once you have chosen the bank choose GET FROM LIST again to
attach the proper warranty and insurance companies.
-
Once the deal venders have been attached you are ready to move
on and EXIT TO PREV.
EXIT TO MAIN to return to the deal screen.
-
If there is a trade on the deal the vehicle will need to be
entered at this time.
Go to TRADE>1.
-
Once the TRADE>1 information has been entered the vehicle may
be given a stock number at this time by choosing TRANSFER PENDING
TRADE TO INVENTORY or select DO NOTHING AND SAVE TRADE INFO to
return to deal screen. When transferring a trade to INVENTORY the
next stock number will be assigned.
To return to the deal screen EXIT.
-
To print the forms on the deal highlight and press enter on
FORMS PRINTING.
Select the print function you wish to print.
-
The forms printer will always be PRINTER #1.
Choose the forms printer from the list.
-
The key to proper print alignment is to verify the form number
and the revision date matches the physical form that is being
loaded into the printer.
EXIT TO PREV to return to the deal screen.
-
Once your deal has been completed the deal will need to be
recapped and closed to SALES HISTORY. This function removes the
pending deal from INVENTORY and closes the stock number to SALES
HISTORY as well as posts the appropriate PAYABLES for the deal
including the warranty.
ADJUST COST INFO.
-
The finance discount will reduce the total on the ACCOUNTS
RECEIVABLE total. The Reserves will be sent to ACCOUNTS RECEIVABLE
as a separate item for collection. Be sure to enter the correct
costs for the Gap and Warranties as the ACCOUNTS PAYABLE will be
created from this figure.
ADJUST COMMISSIONS
-
The commissions may be entered as a percentage or a whole
dollar. The percentage for each employee will be defaulted from the
employee setup screen. To over-ride the default simply key the new
figure over the old. The commissions will be posted over to the
CURRENT COMMISSION file when the deal is closed.
PRINT RECAP/MISC
-
Choose the forms printer.
Print the recap sheet. The recap sheet is a two part form. One
copy for the deal jacket and one for a monthly binder or file as
desired.
-
Commission vouchers may be printed at this time.
As well as DEAL JACKET LABELS if you prefer not to hand write on
the outside of the jackets.
-
The deal may now be closed to the SALES HISTORY.
A warning will be given and the closing function may be password
protected. The password is setup in the SETUP WORKBENCH screen. Be
sure that you have posted the trade to INVENTORY before closing
your deal.
-
An additional opportunity will be given to print a recap form at
this time. Highlight CLOSE THIS DEAL to continue.
Verify the posting/sale date.
-
The last screen before completing the closing function will ask
where to post the remaining balance. INHOUSE FINANCE or SHORT TERM
A/R. Once this function has been completed the stock number is
removed from INVENTORY and closed to SALES HISTORY and the other
applicable modules.
To delete a pending deal; choose ZAP DEAL.
-
EXIT TO MAIN exits to the MAIN MENU. V3 software notes:
-
The SETUPS are broken up into modules the first being SETUP
WORKSHEET. The WORKSHEET SETUPS hold the defaults for the base deal
structure.
This screen may be password protected. Your system will not have
passwords setup upon install; press enter through this field to
continue.
-
When entering a vehicle into inventory or a vehicle as a trade
in the workbench the VIN will be validated.
Deals that were worked but did not close may be purged
automatically or manually. To turn the automatic purge feature off
set days to purge to zero.
-
To PURGE OLD PENDING highlight and press enter and the computer
will delete all pending deals as per purge days default.
Pack is a memo deduction used to calculate commissions only.
There is not an associated journal entry to the G.L.
-
Load Misc Taxed Chg: Allows the deal structure to be started
with preset taxable service items.
Licensing may be broken down into two fields if necessary.
Generally a preset default is estimated to charge and any
differences of the actual licensing would have to be collected or
refunded.
-
The Misc Taxed and Notax items are calculated into back
gross.
All preset defaults may be edited at the individual deal
structure.
-
To set the default erase the by pressing the space bar while on
the credit life field and press enter. A drop down menu will appear
with the programmed selections.
Factors for each type and company will have to be set up in the
SETUP CREDIT LIFE module under WORKBENCH SETUPS.
-
Default figures may be edited at the time of the deal.
Individual passwords may be set for each screen or function. To
eliminate password protection leave the field blank and enter
through the password prompt when it appears.
-
The LOCATION field default may be set to prompt to “file”
vehicle sales into a category for sales and income report purposes
here. See SETUP LOCATION section of manual for further
information.
To call up the list of LOCATIONS press the space bar once and
press enter. Highlight the selection and press enter.
-
For example in Washington State the sales tax on vehicle sales
is higher than the standard sales tax for that district.
The structure of the deal may be set as a default down to term,
rate, and days to first payment. DEFAULT CALC TYPE is the
regulation z calculation to be used erase field to see drop down
selection menu by pressing the backspace key once and press
enter.
-
The standard for the industry is (360 days).
The sales price field from the Inventory module will be used
unless none is entered.
-
Generally, these fields would be left blank due to the
individual formula calculations for discounts by each bank and
finance houses. For more information go to RECAPPING RETAIL DEALS
section of the manual.
To customize the figures reflected on the workbench screen the
selections may be toggled to “Y” or “N”.
-
When using the LOCATION fields to separate your INVENTORY and
your sales and income reports you would set the UPDATE INV LOCATION
feature to “Y”.
To select the default press the space bar once and press enter
to call up the drop down menu selection.
-
The ROLL CUSTOMER PAYMENT feature may be found in the workbench
under DEAL OPTIONS. Page 2 of the SETUP WORKSHEET screen holds the
estimated cost figures associated with the LOAD MISC TAXED &
NOTAX figures of the 1st screen.
The second page of the SETUP WORKSHEET screen looks identical
however only the fields that may require cost defaults are opened
up for editing.
-
EXIT TO PREV to exit to EDIT OPEN DEAL menu.
EXIT TO MAIN to exit out of the deal screens.
-
V3 software notes:
WORKBENCH