Accounting Tip: Getting the Year-End Forms You Need
Need W2 forms? W3 forms? 1099 Miscellaneous forms? We have the solution for you. Head over to Dealermarket.com to order.
Fixed Ops Tip: Employing the Enhanced Counter Parts Sales Workflow
You can set up your Parts Inventory module to require fewer keystrokes for expedited point-of-sale counter parts sales. To do this:
Step 1. From the Parts Inventory main menu, select Setup & Updates. The System Setup & Updates menu will open.
Step 2. Select More Operating Defaults from the menu.
Step 3. The System Setup screen will open. Type a Y in the Use Enhanced Counter Parts Sales Workflow field.
Step 4. Click Save. The enhanced workflow will now be active on your workstation.
Once the enhanced workflow has been activated, whenever you enter a part number in the Counter Parts Sales screen’s Part Number field and press the ENTER key on your keyboard, a popup screen will open. The screen combines the existing part number and description, as well as a Pricing section with Dealer Net, Retail, Price, W/S Comp, and Core fields; a Fill Ratio section containing Requested, From Shelf, Same Day, Source, On Hand, Bin, and Quantity fields; and a Part Information section with all system information for the part. The screen also contains Emergency Stock and Delete Line buttons, which provide access to the Part Data/Emergency Order screen or delete the line from the invoice, respectively. When you click OK, the part information in the popup screen is added as a line to the invoice.
If a part number that is not part of the Master Inventory is entered in the Part Number field on the Counter Parts Sales screen, you will receive a warning that no cost is available for the part. You must click OK to advance to the popup screen, where a yellow banner is displayed at the top of the screen, stating that the part is not in the Master Inventory.
This popup screen will be invoked whether you are manually entering a part number to an invoice or using a barcode scanner to enter the part number. The popup screen will also open if you click on an existing line in an invoice. In this situation, the cursor will highlight the Quantity field to allow you to verify the information and adjust the quantity if necessary.
Sales and F&I Tip: Searching for Deals in the New Sales and F&I Platform
It's easy to search for specific deals (of any deal date, status, etc.) in the new Sales and F&I platform using the smart search feature.
Step 1. Click the Sales application button in the blue navigation bar. The Sales app will open to the Sales Search screen.
Step 2. Simply click the Clear button to the right of the Search field to clear all existing filters. and type in your keyword in the
Step 3. Type your keyword or term in the Search field.
Step 4. Click Search or press the ENTER key on your keyboard.