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