Buyer’s guides are highly customizable. They require an initial setup process so they can be tailored to your customers' needs and your dealership’s offerings.
The following article will be broken into two sections:
Creating a Buyer’s Guide Template
First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Inventory category, select Buyer’s Guide Settings.
If you’ve already added buyer’s guide templates, you’ll see them here. To add a new template, click Add New in the top-left.
Please name this template at the top of your screen.
Under Select the Buyer’s Guide Forms, click Select Forms.
We have a range of buyer's guides to select from. If a buyer’s guide is marked as PDF, it can be printed to your Laser or Inkjet printer.
If a buyer’s guide is not marked as PDF then it is a dot matrix form, which can only be printed to an Okidata printer.
Use the search bar to find a specific buyer’s guide.
Once you find the buyer's guide you need, check the box to the left of its name.
Once you’ve found the forms you need, click Save & Close.
A buyer’s guide is only a template. Now that you’ve selected a guide, you must tell DeskManager Online what to print on the form.
First, specify the warranty by clicking the circle beside As Is or Warranty.
If there is a warranty, define how much the dealership will cover, on what parts, and for how long.
At the bottom of this page, indicate the duration of warranty, or if other warranties are applied.
Click Save & Close to exit the page.
Printing a Buyer’s Guide
Once you have set up a template, you can proceed to print your buyer's guide. This function is easily accessible from any section of DeskManager. Simply click on Inventory in the side menu and then choose Inventory List.
When you reach the Inventory List, choose the vehicle for which you want to print a buyer's guide.
Along the banner at the top, click Print, and then select Buyer’s Guide.
Choose your buyer’s guide template. You can edit an existing template here, if necessary.
Under Buyer’s Guide Forms, click the Printer icon.
You’ll see a print preview of the buyer’s guide. If it looks correct, you may now print this from your browser.
For more information on printing other forms, read our article here:
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