This article is for DeskManager Online. For DeskManager 11 see Entering a Retail Deal.
It’s a simple fact that deals get complicated. But creating one doesn’t have to be. From start to finish, DeskManager Online strives to automate as much of the process as possible. And once you’re familiar with DeskManager Online, creating, closing, and printing a deal can be done in a matter of minutes.
Creating a Deal
There are two ways to start a new deal. Within a vehicle’s details page, click New Deal.
You can also click New Deal within the Deals category on the sidebar. If you create a deal this way, you’ll have to specify the vehicle later.
You should arrive at the New Deal window, referenced below.
- In the Sale Type dropdown, select the type of deal.
- Once you’ve selected the Sale Type, choose your Taxes and Fees Template. This will pull your predetermined taxes and fees into the deal.Don’t have a template? Read our article on creating Taxes and Fees templates here:
- Depending on the Sale Type you have selected, you may also be prompted to select a Finance Template. Do so now.If you have not created a Finance Template, read our article here:
- You may also specify the Buyer, Buyer’s Address, and Demographics. This information is not mandatory at this time and may be entered later.
Next, click Continue in the bottom-right.
This is the Main deal tab, divided into two columns: Deal and Financing.
- On the leftmost column, work down the list, starting with the Price and Cash Down.
- The field for Deferred Down Payments is locked. To add Deferred Payments, click the three blue dots. Enter the amounts and dates, then click Save.
- The Accessories field is also locked. To add accessories, click the three blue dots. Add the accessory, price, and cost, then save.
- If you need to add Trade Credit or Trade Payoff, click the three blue dots on one of these fields. Then click Add Trade-In.
Enter the VIN and click Decode. From here, you can enter information about the trade and add any information that was not completely decoded. Click Save in the top-left.
Return to the Main deal tab. The information you included on the Trade should now be in the appropriate fields.
- If there is a Service Contract, click on the three blue dots in that field. You can instead click the Service Contract tab.
Click Add Service Contract. If you’ve already added a Service Contract, it should be here to select. If not, you can click Add New to add one to the system.
Once you select your Service Contract, click Save. On the Main tab, there should now be information in the Service Contract field.
- If there is Insurance for this vehicle, click the three blue dots on the Insurance field. You can instead click the Insurance tab.
Enter the insurance information for this customer, such as the deductible and policy number. If the dealership is selling insurance, click Vehicle Insurance Details, then enter the information.
Once you enter the insurance information, click Save.
- If there is Gap for this vehicle, click the three blue dots in the Gap field. You can instead click the Gap tab.
In Gap Company, click the three blue dots to select a provider. If this provider has not yet been added to the system, click Add New.
Enter the phone number, premium, and gap term. If there is a cost associated with the gap, click costs, and enter the gap cost in the dropdown menu below.
Once you enter the Gap details, click Save.
- On the main tab, if there is a Manufacturer Rebate, enter it here.
- The Fees are determined by the template you selected earlier. If you’d like to change these fees manually, click the three blue dots on the fees field.
- The Taxes are also determined by the template you selected earlier. In areas where we provide a tax table, such as California, the tax will update based on the buyer’s zip code. If you have not yet entered a buyer, be sure to do so in the Buyer tab now.
- The rightmost column dictates the Financing structure. This structure will pull from the financing template you selected, or otherwise by the sale type.If necessary, you can make changes to the Financing structure here. For more information on these fields, read our Finance Template article here:
- On the right is a Contract Summary, which includes a profit overview. For a better look at the Profit, click Recap along the banner on the top.
Once all of the information has been entered for this deal, click the Contract tab.
Click Mark Contract as Final and Print if you would like to immediately print forms for this deal.
Click Mark Contract as Final and Close if you would like to close the deal, but not print out forms at this time.
Now you’re ready to collect payments on this deal, such as the down payment. For an overview on collecting payments, read our article here: