Accounting
Vendor: add, edit or remove vendor information
Adding a private vendor and catalog ( without accounting)
Time clock: Setup and edit of 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?
Flooring: User can set or edit terms for each manufacturer
Accounting Reports
Custom Report Model The user has access to the following customizable reports
Service Sales Model
Service Technician Model
Customer List Model
Lead List Model
Customer
Leads: User can access the leads tile
Add Lead
Tax Info: user can set a customer to tax exempt or tax percentage override
AR: Can toggle the AR customer toggle to the on position. Note: It is recommended to advise the accountant that a customer has been set up for AR so the the correct mapping can be done if possible before payment is taken.
AR Payment: User can choose the AR Method Of Payment from the drop down.
Garage: View, add, or edit the list of units found under the customer profile
History: All purchase history for the customer
Merge Customer : The ability to take multiple customer profiles and merge them into a single entry
Encrypted Information
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
Logbooks
Notifications/Assignments:
Creating custom assignment rules
Source Management: User is able to add customized ways that a customer heard about the dealership when doing a non internet lead ( example: customer heard about the dealership from a billboard ad)
configuring media type / ad source
Lead Status Threshold:
Setting Lead Status Thresholds
Lead Setting: See link below for further details
Campaigns
How do I pull reports for previously sent campaigns?
Transfer Open Lead: User can assign the lead to another user
Finance Applications: Ability to view new and processed applications
View/Print New and Processed Finance Forms
Calls: With the feature active user will be able to listen to messages from incoming leads
How do I View Calls and Listen to Recordings?
Incoming Leads
Customer Reports: User has access to all customer reports under the customer tile EXCEPT for:
Testimonial Report
Help
DX1 Help
Contact Support
Announcements
MU
Sales Person: User will be the default sales person for quotes when logged into DX1
Show Profitability: From within a quote or deal, allows the user to click on Total Amount Due to see how much is being made on the deal.
Sales: Access to the Sales tile
Add/Remove Trade in from Inventory
Taking a trade in before the unit is sold
F&I Sales: User has access in three different areas:
1. Within the quote or deal itself
2. Dealership Settings
3. Within Inventory under F&I info for the model if applicable
Click the link below for further details and process information
Inventory List
Note: For the next few permissions, please refer to the link above
Ordering:
Receiving Without a PO
Receiving with a PO
Transfer into Inventory
Transfer Out of Inventory
Incentives: User has access in three areas
1. Within the quote or deal itself
2. Under the model info inside inventory
3. Edit/Create private incentives
Packaging: The ability to sell a unit with a trailer as a package deal. Note: the feature must be active in Dealership Settings. For further information concerning Major units and defaults, click the link below
Dealership Settings Part 1: General Information and Major Unit Setting
Model List/Information Model Type
Model Type
Body Type
Major Unit Reports: User has access to all reports EXCEPT FOR:
Lightspeed Major Unit Sales History
MU XML Data Fields
Settings: User has access to the following areas. See links below for further information.
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
User DOES NOT have access to the following areas of Settings:
Email Domain
DX1 fiche for DMS setting
Users
Marketing
Network Access Setting
Install DX1 QuickBooks Integration
Marketing
Newsletters: User can Edit/Create Newsletters, Email Blasts, and subscriber changes. See related help topics below
Subscribers and Subscriber Groups: an overview
How do I pull reports for previously sent campaigns?
Events: User can Edit/Create Events associated with the dealership website.
Listing Inventory: User can make changes to inventory related to units on the dealership website. See the link below.
Adding units to listing inventory
Website
Dealership Website
OEM Promotions: User can approve or decline OEM promotions
Banner Builder