The Customer History Data button on the Vehicle Sales menu opens the entry screen where you record customer information. The same screen opens when you are posting the sale. If you integrate with Autosoft DMS F&I, the customer information will already be in the system for you to review. If you do not integrate with Autosoft's F&I, you will have to manually enter the customer information.
To add a new customer, follow these steps:
Step 1. From the Dealership Accounting main menu, select Journal Entries.
Step 2. Click Vehicle Sales on the Journal Entries menu.
Step 3. The Vehicle Sales menu will open. Select Customer History Data. The Vehicle Sales customer screen will open.
Step 4. Enter the appropriate information in each field. Press F1 for detailed information about each field as needed. When you are finished, click Save.