Time Clock: User can Enter/Edit employee time clock information.
How do I setup the Time Clock?
Open/Close Cashier: The user cannot setup a new cashier station, only open or close an existing station
How do I open a Cashier Station?
How do I close a Cashier Station?
How do I assign an employee to a cashier station?
User has access to the following accounting reports
Custom Report Model:
Customer List Model
Lead List Model
Leads: User can access the leads tile
View all Leads
Edit all Leads
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
Financing: user can access, view, and mark finance applications as complete
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: While the user has access to this tile, only two areas can be accessed:
Transfer Open Lead: User can assign the lead to another user
Calls: With the feature active, user may view the historic call log report
User has access to all reports within the tile EXCEPT for
Salesperson: When logged in, user will be the default salesperson for a new quote
Sales: Access to the sales tile
View Profitability: User can access total amount due within a MU quote or deal to see the profit made.
Add/Remove Trade in to Inventory
Major Unit Inventory: main search screen overview
Transfer Out of Inventory
Dx1 Major Unit transfer out process
Settings: Click the links below for each section of settings
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
Within the Setting are the user does NOT have access to the following areas:
Network Access Setting
Install DX1 Microﬁche Interface
Install DX1 QuickBooks Integration