Deals often become complicated, but DeskManager Online simplifies the process by keeping track of every detail. With familiarity, creating, closing, and printing deals can be accomplished quickly, taking only a few minutes.
To get started, kindly choose the deal you want to see the specifics of.
The rest of the article will be broken into the following sections:
Main Tab
This is the Main deal tab, divided into two columns: Deal and Financing.
Begin in the left column and proceed downwards with the Price and Cash Down.The field for Deferred Down Payments is locked. To add Deferred Payments, click the three blue dots.
Enter the amounts and dates, then click Save.
The Accessories field is also locked. To add accessories, click the three blue dots.
Add the accessory, price, and cost, then click Save.
Trade
If you need to add Trade Credit or Trade Payoff, click the three blue dots on one of these fields.
You will be directed to the Trade tab automatically. Once you arrive there, simply click Add Trade-In.
Enter the VIN and click Decode. From here, you can enter information about the trade and add any information that was not completely decoded.
Service Contract
To access the Service Contract, you have two options. You can either click on the three blue dots in the corresponding field or simply navigate to the Service Contract tab.
Click Add Service Contract.
If you’ve already added a Service Contract, it should be here to select. If not, you can click Add New to add one to the system.
Once you select your Service Contract, click Save. On the Main tab, there should now be information in the Service Contract field.
Insurance
If there is Insurance for this vehicle, click the three blue dots on the Insurance field. You can instead click the Insurance tab.
Enter the insurance information for this customer, such as the deductible and policy number.
If the dealership is selling insurance, click Vehicle Insurance Details, then enter the information.
Gap
If there is Gap for this vehicle, click the three blue dots in the Gap field. You can instead click the Gap tab.
In Gap Company, click the three blue dots to select a provider.
If this provider has not yet been added to the system, click Add New.
Enter the company name, phone number, premium, and gap term. If there is a cost associated with the gap, click costs, and enter the gap cost in the dropdown menu below.
On the main tab, if there is a Manufacturer Rebate, enter it here.
Fees & Taxes
The Fees and Taxes are determined by the template selected. However, you can manually change the fees by clicking the three blue dots on the Fees field.
In areas where we provide a tax table, such as California, the tax will update based on the buyer’s zip code. If you have not yet entered a buyer, be sure to do so in the Buyer tab now.
The rightmost column dictates the Financing structure. This structure will pull from the financing template you selected, or otherwise by the sale type.
If necessary, you can make changes to the Financing structure here. For more information on these fields, read our Finance Template article here: Finance Templates
Finalizing
On the right is a Contract Summary, which includes a profit overview. For a better look at the Profit, click Recap along the banner on the top.
Don't forget to Save before finalizing the deal.
Once all of the information has been entered for this deal, click the Contract tab.
Click Mark Contract as Final and Print if you would like to immediately print forms for this deal. Click Mark Contract as Final and Close if you would like to close the deal, but not print out forms at this time.
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