It’s a simple fact that deals get complicated. But creating one doesn’t have to be. From start to finish, DeskManager Online strives to automate as much of the process as possible. And once you’re familiar with DeskManager Online, creating, closing, and printing a deal can be done in a matter of minutes.
This article will be broken into the following sections:
Starting a New Deal
There are two ways to start a New Deal.
Deals can be accessed from anywhere in DeskManager by clicking Deals in the side menu, then selecting New Deal. If you create a deal this way, you’ll have to specify the vehicle later.
Alternatively, you can create a New Deal within a vehicle's Details Page.
Sales Type & Tax Templates
You should arrive at the New Deal window. Choose the appropriate deal type from the Sale Type dropdown menu.
Once you’ve selected the Sale Type, choose your Taxes & Fees Template. This will pull your predetermined taxes and fees into the deal.
Don’t have a template? Read our article on creating Taxes and Fees templates here:
Depending on the Sale Type you have selected, you may also be prompted to select a Finance Template. Do so now. If you have not created a Finance Template, read our article here: Finance Templates
You may also specify the Buyer, Buyer’s Address, and Demographics. This information is not mandatory at this time and may be entered later.
When completing the Buyer details, you have the option to provide the name, phone number, and email of the Buyer.
If the Buyer is purchasing a vehicle on behalf of a company, please select Use Business Name.
The Buyer's Address is required for tax calculation purposes. If left empty, the address of the current lot will be used.
Additional Buyer information can be entered in the final section, Demographics.
After you have entered all the information to your liking, simply click on Continue.
For further information on Deals, please see our article here: Deal Details