Training Lab - Unit Sales and Management 2

Training Lab - Unit Sales and Management 2

DealerVu Training
Unit Sales Lab 2

 
Objective(s)
At the end of this lab you will be able to create a deal with a customer, a unit with proposed options, General Merchandise, Extended Service Contract and a trade. You will also generate a Service order with the proposed options.
 
Before you begin:
You will need to be logged onto DealerVu and be at the Start window of DealerVu.
 
Exercise 1
 
In this exercise you will learn how to start a deal and select a customer for the deal. 
 
1)From the DealerVu start window, click on Unit Sales and Management.
2)Select Unit Sales on the Options menu.
3)Click the New Deal icon.
4)Click the Insert Buyer icon.
5)Type the customer’s last name in the Select Customer window.
6)Click Refresh.
7)Since the customer is not in the list click on New.  (We will do this for the lab).
8)Enter the customer’s information on the customer detail window. You must enter the customer’s first and last name and their address.
9)Save by pressing F12 and close the customer detail window.
10)Double click on the customer’s name in the Select Customer window.
11)This places the customer’s information on the deal.
 
 
Exercise 2
 
In this exercise you will learn how to add a unit to the deal and how to add Proposed Options, General Merchandise and an Extended Service Contract to the unit.
 
1)With the deal that was started in exercise 1 open the Select Unit tab.
2)Click the Select Unit icon.
3)Enter the stock number on the Select Unit window then click Refresh.
4)Find the stock number in the Result pane of the Select Unit window and double click on that line item.
5)This places the unit sales information on the deal.
6)Select the Proposed Option tab.
7)Click the Insert Option icon.
8)On the Select Option window click Refresh to get the list of all Options available for this unit type.
9)Select all options that you want to add to the unit by checking the select box on the left side.
10) Click OK.
11)This will add all selected options to the deal.
12)To add General Merchandise to the deal, click on the General Merchandise tab.
13)Click on the Insert General Merchandise Invoice Icon.
14)This will open a Parts Invoice Window.  To add Merchandise, click on the Add Part icon.
15)In the Select Parts screen, enter the part # you wish to add to the invoice and click Refresh.
16)Double click on the Part line you wish to add to the invoice.  Click on the Save icon.  Close the Parts Invoice and you will now see a red exclamation mark on the General Merchandise tab.
17)To add an Extended Service Contract to the unit, click on the F&I tab to verify that the correct Warranty Company is selected.
18)Now click back on the Unit tab, and click on the Warranty field on the unit line item.
19)Once you click there, an ellipse […] will appear and you will need to click on it.
20)This will open the Warranty Plan window, where you select the appropriate plan for the customer.
21)Confirm that the correct length of time is selected in the Term (months) field.
22)Confirm that the correct mileage is displayed in the mileage field.
23)Confirm that the correct deductible is listed.
24)You enter the price the customer will pay for this Extended Service Plan in the Price field.
25)Click OK.
 
 
Exercise 3
 
In this exercise you will learn how to add Individual parts and labor as proposed options on to the deal. You will also work on creating a Service Order from the Deal.
 
1)In the Proposed Option pane of the Unit window click the Insert Part icon.
2)In the Select Part window, enter the part number that you will add to the unit.
3)Click Refresh.
4)In the Result pane of the select part window double click on the part to be added to the unit.
5)In the Proposed Option pane of the unit window click the Insert Labor icon.
6)Enter the labor code of the labor needed to add the part to the unit.
7)Click Refresh.
8)In the Result pane of the Select Labor window double click on the labor to add the part to the unit. 
9)Press F12 to save the deal.
10)Click on File and from the File menu select Create Service Order.
11)On the Auto Generate Service Invoice dialog box click Yes.
 
 
 
 
Exercise 4
 
In this exercise you will learn how to add a Trade in to the deal and how to assign a value to that Trade. 
 
1)From the deal that was created in exercise 1 click on the Trades tab.
2)Click the insert trade unit Icon.
3)If the trade in is not listed on the selected trade window, click on New Unit.
4)On the unit detail screen enter the trade’s make, model, sub model, year of the unit, unit type and the VIN number.
5)Click the Save Unit icon.
6)Double click on the unit in the Select Unit window.
7)With the trade listed in the trade window click the Value tab. 
8)Enter the trade allowance of $5,000.00.
9)Enter the payoff amounts of $3,000.00.
10)Click the Save icon.
11)This will add the Trade to the deal and give the customer $2000.00 toward the deal.