Vendor: add, edit or remove vendor information
Time clock: Setup and edit of employee time clock entries
Cashier Management: Add or edit current cashier station ( rename a cashier station )
Accounting Reports: With this role the following reports are available. review the screenshot below for reports and definitions
Custom Report Model: This allows the user the access to build a custom report if applicable
Customer: Some of the permissions below are self explanatory, so not all of them will have a definition
Customer
Leads: Access to the leads tile
Add Lead: Can manually add a lead from the tile set
View All Leads: is not restricted to just leads that have been put in their name if applicable
Tax Info: Ability to set the customer as tax exempt
AR: Create and set the customer up for Accounts Receivable
AR Payment: Using Quick books make the AR Payment option available for the customer
Garage: Can see units owned by the customer
History: Can view the purchase history of the customer throughout DX1 ( parts, service, major unit invoices)
Financing
Closed Sales
Schedule Actions
Send Email
Finance Application
Customer Reports : With this role the following reports are available. review the screenshot below for reports and definitions
Major Units:
Show Profitability: Can view the Total Amount Due section of a quote or deal
Sales
Re-complete Invoice: Note: This will generate Journal entries that the user may choose to keep or not at the reconciliation screen
Un complete Invoice: Note: This will generate Journal entries that the user may choose to keep or not at the reconciliation screen
Add/Remove Trade-In to Inventory: The user may need to add the trade in to inventory in order to complete and post the deal itself
F&I Sales
Inventory List
Ordering
Receiving Without PO
Receiving With PO: Note: The Ordering function must be used first before receiving with a PO
Transfer into Inventory : See link below for the process
How do I transfer a Major Unit from an outside dealership into DX1?
Transfer Out of Inventory : See link below for process
Model List/Information Model Type
Model Type
Body Type
Major Unit Reports
Pricing: These permissions are specifically for rounders and escalators. Click on the link below for each process
Pricing
Escalators
New Escalator
Pricing Rules
New Pricing Rule
Rounders
New Rounder
Settings: Note: This section can be accessed by clicking on the users initials in the upper right hand corner. See screenshot below
Local Setting: Users can access
Receipt Printers
Microfiche: Turn on or off the feature
Thermal Printer: if applicable
POS Pole
Verifone ( Credit card setup)
Dealership Settings: A wide rage of access areas are covered in this section.
Accountant Roles allows for access to all areas under dealership settings except for:
Co-op funding
Email Template
Email Domain
DX1 fiche for DMS Setting
Network Access Setting
Users
Install DX1 Microfiche Interface
Install DX1 QuickBooks Integration
For further details on what each area does the accountant does have access to within dealership settings, click on the links below
Dealership Settings Part 1: General Information and Major Unit Setting
Dealership Settings Part 2: F&I Products, Part Setting, and Manufacturer Vendors
Dealership Settings Part 3: Part Suppliers, Service Setting, and Time Clock
Parts: Note for each topic in blue is a link to an articles that gives further deatils on how the permission works
Sales: Can view/ edit sales but cannot be the sales person
Re-Complete Invoice Note: This will generate Journal entries that the user may choose to keep or not at the reconciliation screen
Un-Complete Invoice Note: This will generate Journal entries that the user may choose to keep or not at the reconciliation screen
Inventory List: Access to parts inventory
New/Edit Parts: Add or change parts inventory
Parts Ordering
Parts Receiving
Vendor Return
Brand Management
Creating a Vendor Discount and Applying by Brand
Catalog Management: the ability to make changes, add, or delete catalogs
Check for the latest catalog update
Adding a private vendor and catalog ( without accounting)
Category Management
Parts Reports Note: see the attached help articles for how to view and schedule reports
My Parts Sales: Invoices that have been completed by the accountant
My Outstanding Special Orders: Any special order invoice that has not been completed
How to Schedule a Parts and Accessories Report
Services
Service Sales: With this permission set, the accountant can do the following within the Service tile sets
New Work Estimate: Create or view current open work estimates
Re- Complete Invoice: Note: This will generate Journal entries that the user may choose to keep or not at the reconciliation
Un - Complete Invoice : Note: This will generate Journal entries that the user may choose to keep or not at the reconciliation
Standard Job Templates: Create or edit current templates for repair orders
Technician Rate: Edit or setup a technician rate
Setting and Editing Technician Rates
Service Rate: Set or edit the default amounts for what the customer will be charged for labor
Service Reports: Note: Any report description that is blurred out in the screenshot below indicates the user does not have access
Websites:
Dealership website: User can view the current dealership website