Showroom

Contents

Common Features

Enquiry, Quote and Order Numbers

The Profit Status Bar

Backoffice Mode

Showroom Main menu

Vehicle Record Creation

Provisional Pricing

The Showroom Customer Enquiries form

The Select a Franchise Form

The Select a Model Form

The More Search Criteria Form

The Vehicles Matching Criteria Entered Form

The Vehicles in Stock Form

The Confirm Vehicle Selection Form

Selecting Options

The Specification Confirmation Form

The Purchase Summary Form

The Available Trade-Ins Form

Selecting the Customer

The Select Payment Method Form

Finance Comparison

The Estimate Form

The More Search Criteria Form

The Vehicles Matching Criteria Entered Form

The Confirm Vehicle Selection Form

Selecting Options

The Specification Confirmation Form

The Purchase Summary Form

The Available Trade-Ins Form

Selecting the Customer

The Select Payment Method Form

Finance Comparison

The Estimate Form

Stock Search / Stock Number / Order Number

Select A Vehicle By Stock Number

The Custom Entry Vehicle

Enquiry Builder

Selecting the Vehicle

Selecting the Customer

Selecting a Finance Scheme

Specifying Trade-Ins

Vehicle Options

The Factory Fitted Options Form

The Colours and the Trims Forms

The Dealer Fitted Options Form

The Extended Warrenty Options Form

The Insurance Form

The Specification Confirmation Form

Edit Option Notes and Pricing Form

Manually Entered Lines

The Vehicle Specification Line Details Form

Demonstrator Booking in Showroom

Deal optimisation

Rate optimisation

Vehicle Ordering Process

Updating an enquiry/quotation to an Order

Confirming an order

Accept order for invoicing

Deposit and delivery details

Saving the enquiry

Vehicle Invoicing

Invoice Details

Direct Purchase

The Trade-In Details Form

The Submit Trade-In For Valuation Form

The Trade-In Valuations Completed Form

The Previous Valuation Form

The Assume Authority Form

Select an Enquiry/Quote/Order

Customer Enquiry - Quick Start Quote

Demonstrator transfer

Reports and Enquiries

The Reports and Enquiries menu

Lost Orders Report

Lost Orders (SR) Form

Daily Quotation Summary Report

Daily Quotation Summary (SR) Form

Supplementary Invoicing

Miscellaneous Options

Miscellaneous options menu

Creating a posting table

Using the copy option

Amending a posting table

Deleting a posting table

Sales Order Types

Finance Maintenance - Select Finance Company

Finance Maintenance - Finance Company Details

New Hire Purchase / New Hire Purchase with Balloon / New Personal Contract Purchase / New Leasing Scheme

Credit Insurance Scheme

Trade-in Valuation Adjustments

Sales team maintenance

Optimisation Rate Maintenance

System Maintenance

Salesperson Settings

Prevent/allow access

Reset in use flags

Default Record Maintenance

Reset in-progress quotes

Reset deleted quotes

Log File Search

Consolidate files

File usage statistics

System parameters

Format Stationery

Trade-in Valuation

Create vehicle records

Delete specific enquiry

Remove partition locks