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
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
Merge Customer: Allows the user to merge multiple customer entries into one profile
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?
Lead Setting: See link below for further details
Transfer Open Lead: User can assign a lead to another user
Escalators: Add/Deactivate Escalators
Note: The above link is a full overview of not only escalators, but additional information and instructions on pricing rules and rounders
New Pricing Rule
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
Network Access Setting
Installing QB Integration
Salesperson: when logged in will be the default sales person for the invoice
Where are my parts? Inventory Management Overview
How do I add a part number within DX1?
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
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.
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
Note: Lightspeed Sales History is not available for this role