Accounting Tip: Ensuring Your System is in Balance
Running a system check can help ensure everything is in balance. While the system check automatically runs every other day, you can perform it on-demand if you suspect your system could be out of balance.
To perform a system check, follow these steps:
Step 1. On the Dealership Accounting main menu, click on the date at the bottom of the screen.
Step 2. The date and time verification pop-up opens. Click the System Check button.
Step 3. The system will ask you to verify that you want to perform the system check. Click OK to proceed.
Step 4. The system check will take several minutes. If the system check detects that the system is out of balance, an alert will appear notifying you of that, as well as a pop-up alerting you that immediate attention is required. Click OK to dismiss the message and perform the necessary research of your books to rectify the situation.
Fixed Ops Tip: Using the Names Button to Save Time
The Names button on the bottom of the Service Writing module's Start Repair Order screen can be used to pull an existing customer's name, address, and phone number to the current repair order, saving you time by eliminating the rekeying of customer information already in your DMS.
This allows you to search for existing customers and associate their information with any VIN brought to the dealership. For example, if your dealership services vehicles for a car rental company, you can pull the company's name, address, and phone number to each vehicle/VIN when vehicles are brought in for services.
Sales and F&I Tip: Using the Type-Ahead Feature to Easily Add a Buyer Address
In the Sales and F&I platform, you can easily add a buyer’s address using the system’s type-ahead address feature.
In the Sales application, just TAB to or click in the Address field and start typing your buyer's or co-buyer's address. Our system will begin to suggest an address as you type. When the correct address is suggested by the system, just click on it, and the entire address will populate the Address, City, State, Zip, and County fields. It's simple and will save you keystrokes.
This feature exists throughout the Sales and F&I platform anywhere an address can be entered.