The Settings menu is divided into seven distinct categories, each covering a different topic. Whether you want to set up reports, add users, integrate with third-party vendors, or change the way DeskManager Online generates stock numbers, you’ll find the setup options here.
In short, the settings menu is the central hub that determines how your DeskManager Online operates.
Below, we’ll outline the setup options found within these seven categories.
Organization
The organization category contains setup options related to your company’s lots, users, user settings, and its electronic payment account.
Lots: Change company lot information, such as its name or dealer license number.
Locations: Add customizable locations which can be used to track the whereabouts of a vehicle.
Departments: Add customizable company departments (such as Sales or Accounting) to better organize your DeskManager Online users.
Roles: Configure the access rights of your DeskManager Online users.
Users: Add and remove users, or configure user-specific settings, such as their inactivity timers and roles.
ePay Balance: Review and add funds to your current ePay account balance.
Subscription Plan: Choose module subscriptions.
Privacy Settings: Toggle what customer information is shared and with whom.
Deal
The deal category contains settings related to your deals, such as your taxes and fees setup, form packs, and profit formula.
Taxes & Fees Templates: Configure the tax rates and fees that can be automatically pulled into deals.
Finance Templates: Configure the default finance structures that can be automatically pulled into deals.
Profit Formula: Determine which receivables and costs are included in a deal’s profit calculation.
BHPH and Deal Settings: Configure late fees, due date calculation, automatic receipt printing, and payment processing notifications.
Deal Status: Create custom statuses that can be applied to deals, indicating if a deal is awaiting financing, in the process of being desked, and so on.
Account Number: Determine account number generation for each company lot.
Form Packs: Create a pre-made collection of forms that can be pulled into a deal’s print menu, eliminating the need to search for these forms in our library.
Service Contracts Plans: Add default service contract plans that can be pulled into a deal with a single click.
Finance Plans: Add default finance plans that can be pulled into a deal with a single click.
Accessory List: Add default accessories that can be pulled into a deal with a single click.
Due Bill Settings: Manage due bills.
Inventory
The inventory category determines settings related to your inventory, such as stock number generation, default expenses, and pack.
Stock Number: Determine, per lot, how stock numbers are generated for new inventory and trade-ins.
Substatus: Create custom substatuses that can be applied to vehicles, which are useful as both an organizational tool and a way to manage a vehicle’s visibility on our WebManager marketing platform.
Buyers Guide Settings: Create templates that apply warranty coverage information to buyer's guides.
Custom Fields: Create custom checkboxes and fields that can help you track non-standard vehicle information.
Pack Settings: Configure the pack amount for used cars and trade-ins.
Flooring Plans: Add default flooring plans that can be pulled into a deal with a single click.
Default Expenses: Set up expenses that are automatically added to newly-stocked vehicles.
Custom Expense Category: Create types of expenses (such as Recon, Towing) that are not in the system by default.
Contacts
The contacts category contains contact and business information for all the third-party companies you work with. When adding a vendor, finance company, or any other third-party to a deal or expense, you can pull any provider that’s been added to its associated third-party list.
Finance Companies: Add, remove, or edit finance companies which work with your dealership.
Service Contract Providers: Add, remove, or edit service contract providers which work with your dealership.
Insurance Companies: Add, remove, or edit insurance companies which work with your dealership.
Insurance Agents: Add, remove, or edit insurance agents which work with your dealership.
Gap Providers: Add, remove, or edit gap providers which work with your dealership.
Consignors: Add, remove, or edit consignors which work with your dealership.
Vendors: Add, remove, or edit vendors which work with your dealership.
Custom Vendor Types: Create subcategories to organize different types of vendors.
Custom Lead Sources: Set up lead sources.
Integrated Vendors
DeskManager Online directly integrates with different types of providers. If a setup process is required, you will find the setup menu in this category.
Credit Check: Integrate your 700Credit account to run credit checks within DeskManager Online.
Vehicle History Report: Integrate or configure your NMVTIS, CARFAX or AutoCheck accounts to run vehicle history reports within DeskManager Online.
Vehicle Valuation: Configure your NADA or Kelley Blue Book settings to pull book values on vehicles within DeskManager Online. Please note that we do not integrate with an existing NADA or KBB account you already own.
Payment Processing: Set up payment processing within DeskManager Online through Worldpay or Global Payments Integrated.
Lenders: Integrate an existing Dealertrack, CUDL, CreditLane, or RouteOne account with DeskManager Online. You can transfer deals from DeskManager Online to an integrated lender.
Electronic Vehicle Registration: Integrate or configure a Samba Safety, Fairfax Imaging, or TriVin account to complete electronic vehicle registration within DeskManager Online.
Accounting
The accounting category controls the setup and integration with Quickbooks Desktop and Quickbooks Online, in addition to customization for the accounting tab.
QuickBooks Setup: Integrate with your Quickbooks Desktop software or Quickbooks Online account.
Chart of Accounts: Configure the account mappings for your integrated Quickbooks software.
Accounting Status: Create custom statuses that can be applied to accounts, indicating if an account is in collection, in the process of repossession, and so on.
Adjustment Categories: Create custom categories for adjustments, which better indicate why an adjustment was made.
Payment Method: Manage payment methods.
Reports & Charts
You can add and create reports in the reports and charts category. This category also contains an overview of tasks and notes, as well as import data from DeskManager 11.
Inventory: Add, delete, or edit reports on inventory, such as a cost and expenses report.
Deal: Add, delete, or edit reports on deals, such as a sales report.
Accounting: Add, delete, or edit reports on accounts, such as a late accounts report.
Contacts: Add, delete, or edit reports on contacts, such as a demographics report.
Tasks, Notes, Communication Log: Add, delete, or edit reports on tasks and notes, such as a pending tasks report.
DeskManager (Desktop) Import Log: Review data imported from DeskManager 11, if you performed this type of data conversion.
MAF History: Bulk upload history.
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