Click the Sales tile
Choose F&I Sales from the menu on the left
Click Add in the upper left hand corner, or select from any uncompleted sales as shown
Search or add a customer as normal.
The customer’s garage (units that have been purchased or have been brought into the service department) will popup.
If the customer is brand new to the dealership and the dealer offers the ability to purchase the product without previous history, click the Add button.
Use the drop down boxes to choose Manufacturer, Year, Model, and Color. User can also do a VIN Search for the vehicle with the button shown
When adding a unit, choose from the available options. Color will be listed in the far right section. Double click on the unit or click then choose Add Selected
Dealers may fill in applicable fields as shown. Click Save
Search or enter in the product to be sold. The available products will show or can be added as needed
The same edit options are available as when a product is sold during the sale of a unit.
Click the Details button to print out or adjust payment amounts for the product
Make adjustments and print out the payment information as needed
Make any needed adjustments to taxes as applicable
Once the terms have been set click Convert to Deal
Take payment, then complete sale
Click the three dots in the upper right hand corner, then choose print for the customer receipt
Note: Any stand alone F&I sale will still need to go through the posting process, just like any major unit sale. Under the F&I Sales area under Type, when a sale is complete it will show as Accounting, and will need to be posted by the accountant before being fully sold