Accounting: 


Vendor: Can add/edit vendors. Note: the accounting portion at the bottom can also be set by the manager provided they have the proper accountant permissions and access. For the link below, the steps to adding the vendor do not include the accounting portion. 


Adding a private vendor and catalog ( without accounting) 


Time Clock: view/add/edit employee time clock entries 


How do I setup the Time Clock?


Open/Close Cashier Station: User may open and close but not add a new station.


How do I open a Cashier Station?

How do I close a Cashier Station?


Accounting Reports: See screenshot below 




Customer: Per the manager role, the user has full access to make changes


Leads


Add Lead

How do I add a lead?


View all leads 

Edit all leads


Tax Info: User can make the customer tax exempt or set a tax percentage override 


AR: Under a customers profile the user may use the AR toggle to "Yes" as well as access the AR tab to see if the correct accounts have been set for Quick Books 


AR Payment: With the customer setup correctly, allow for the AR payment method to be used for invoices 


Discounts: May apply discounts under the customer profile 

Adding a Parts discount to an invoice


Garage

History


Merge Customer: Allows the user to merge multiple customer entries into one profile 

Merging customers 


Encrypted Information: User can add/edit things such as drivers license, SSN, etc.....


Working Sales: view current or add new leads from the customers profile 


Closed Sales: View closed leads 


Garage: View all current units owned by the customer 


Scheduled Actions: Add or view any appointments 

How do I schedule Follow Up Actions?


Send Email 


Lead Setting: See link below for further details 

Lead settings overview 


Transfer Open Lead: User can assign a lead to another user 

Transferring Open Leads


Incoming Leads


Customer Reports



Help


DX1 Help 

Contact Support 

Announcements


Pricing


Escalators: Add/Deactivate Escalators


Escalators, Rounders, and DX1


Note: The above link is a full overview of not only escalators, but additional information and instructions on pricing rules and rounders


Pricing Rules

New Pricing Rule 

Rounders

New Rounders 


Settings 


See links below for details on access to the settings area


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

Dealership Settings Part 4: Method Of Payment, Email Template Settings, SMS Templates, DX1 Fiche, and Customer Notifications


Note: Within Settings there are a few things that the user does not have access to: 


DX1 fiche for DMS Setting

Users

Network Access Setting

Marketing

Installing QB Integration 


Parts 


Salesperson: when logged in will be the default sales person for the invoice 

Sales


Inventory List

Where are my parts? Inventory Management Overview


New/Edit Parts 

How do I add a part number within DX1?


Parts Ordering 

Parts ordering overview 


Parts Receiving 

Receiving parts 


Vendor Return 

Vendor Return 


 Parts Label Printing 

Printing Inventory Labels after parts have been received 


Parts Price File: Allows the user to import private part numbers into DX1 for catalogs that are not supported by DX1.  Click the link below for a more detailed review of public versus private part numbers 


Parts Inventory and DX1


Import PSN Orders: If the dealership has an E-Commerce account those orders can be brought into DX1 to be fulfilled within DX1 invoicing 


Import DX1 E-Commerce Orders Into Invoicing


Brand Management: A list of the brands the dealership carries.  Users can add new brands as well. 

Adding a Parts Brand


Catalog Management: User can add/edit existing catalog data.  See links below for related articles

Check for the latest catalog update

How to upload a price file for a private catalog 


Category Management: 


Parts Reports




Note: Lightspeed Sales History is not available for this role 


Website:


Dealership Website