Sales Options 1

General Information

Defaults - A lot of the information that is captured on the Sales Options Screens are defaults that are used on the Sales Processing Screen.  A default is a value that you enter in the system and once it is entered, it will always appear on the screen.  Defaults increase data accuracy and speed up data entry.  All defaults that are entered on these screens can be overridden when actually completing a sale.  The following are all defaults that are included on the Sales Options Screen:

There are also check boxes to designate whether the document prep fee and service contracts are taxable.

Optional Sales Fees - If you charge customers for anything in addition to the standard price, tag & title fees, doc prep fees, service contracts, and sales tax, these can be set up in the system.  These additional sales fees can be added to appear on the sales processing screen and any printed contracts.  For example, if there is a fee for GAP insurance, it can be added as an Optional Sales Fee.  The system has flexibility to add three additional sales fees.  A description of the fee, a default value, tax information can all be entered.  There is also a field that can designate that the cost of the fee equals the price.  If this is selected then the cost will automatically be assumed to be the same as the price.

The system can also add different Optional Sales Fees based on which specific lien holder will be doing the financing.  Click here for more information: Setting Up Optional Sales Fees for lien holders.  

Life and Disability Insurance - There is a check box to designate if you will be selling Life and Disability Insurance.  If you select this box, then the calculation for the cost of the insurance will be displayed in the lower right hand corner of the Sales Processing screen.  The cost will display after the finance is calculated.  The calculation will require that you enter the rates for the life and disability insurance.  These rates can be entered by:

Balloon Payments - There is a check box to designate if you will be using balloon payments. If so, on the lower portion of the Sales Processing Screen there will be a section displayed to enter information on the balloon payment.

Information for Title Applications and Other Forms - The following are the fields that are generally available for entry:

Note: For Indiana Customers, you will see the following:

Note: For Alabama Customers, you will see the following:

How Do I Get There?