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April 2016 Tips & Tricks (April 14, 2016)

Autosoft -

Accounting Tip: View a document while making a journal entry

You can view a document without exiting out of the journal entry screen by clicking Schedules on the button bar across the top of the journal entries screen and then clicking on the Documents button at the bottom of the screen that pops up.

 

Fixed Ops Tip: Take control of the discounts given by your team

You have complete control over the discounts your team gives to your customers!

You can use the Define Discount Codes screen to define discounts that can be applied to the entire repair order or per individual job. You also have the option to determine if discounts are percentage-based or a flat amount and whether they apply to parts or labor only.

From this screen, you can create an extra level of security by assigning a password required to protect the ability to apply a discount to a repair order. Ensure your customers are taken care of without the loss of gross profit from inaccurate discounts.

To access the Define Discount Codes screen, follow these steps:

Step 1. From the Service Writing main menu, select System Setup.

Step 2. The System Setup menu will open. Click Define Discounts. The Define Discount Codes screen will open. 

 

FLEX F&I Tip: Easily swap your applicant and co-applicant

While in a deal, simply click on the Applicants option in the left navigation bar and click the Swap button to switch the applicant and co-applicant. This function is beneficial when you run your applicant’s credit and the co-applicant has better credit than the applicant. Just click Swap, and you’re done. You don’t have to re-key each individual’s information again.

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