Deals
Prepare the purchaser, build the terms and finish the document.
- Create a retail Deal
Build a retail deal, check the settlement and save a bill of sale ready for document review.
10 min read · Video walkthrough - Create a wholesale Deal
Sell an inventory vehicle to a dealer, record the buyer and settlement, then review the saved wholesale document.
12 min read · Video walkthrough - Select a purchasing dealer
Find the buyer company, complete its required details and understand when a new dealer record is saved.
5 min read · Video walkthrough - Choose a wholesale representative
Select or add the person representing the purchasing dealer and complete the required registration details.
4 min read · Video walkthrough - Record wholesale disclosures
Review the vehicle history, damage and equipment fields, then complete any required supporting details.
6 min read · Video walkthrough - Review wholesale settlement
Check selling price, tax, licence fee, deposit and the remaining balance, including the printed-total difference.
5 min read · Video walkthrough - Correct details on a wholesale document
Correct the buyer, seller salesperson or dealership HST details, then regenerate and check the document.
5 min read - Restore an unsaved draft
Bring back unsaved Bill of Sale entries for the same vehicle in the same browser.
3 min read · Video walkthrough - Review financing estimates
Set a proposed payment schedule, then distinguish an estimate from the lender’s figures.
4 min read · Video walkthrough - Add a trade-in
Add the traded vehicle, allowance and any outstanding lien to a retail deal.
4 min read · Video walkthrough - Change a deposit
Update the deposit received and check its effect on the remaining amount to finance.
3 min read · Video walkthrough - Review a saved Deal
Check the saved document against the deal before collecting signatures.
3 min read · Video walkthrough - Enter the lender’s figures
Record the lender’s quote and compare it with the deal amounts.
4 min read · Video walkthrough - Correct a purchaser address
Search for an address or enter its parts manually in the deal.
4 min read · Video walkthrough - Add a co-signer
Include another person’s details when they are part of the retail agreement.
4 min read · Video walkthrough - Record an odometer reading
Record a working odometer, a confirmed previous reading or unknown true distance.
4 min read · Video walkthrough - Add a dealer guarantee
Record the dealer’s agreed guarantee duration, distance and description.
4 min read · Video walkthrough - Add an extended warranty
Record a separate warranty product and check whether its price is included in the selling price.
4 min read · Video walkthrough - Record GAP coverage
Add the optional GAP product to a financed deal and review its charge.
4 min read · Video walkthrough - Select a protection provider
Choose an existing provider, or create a reusable vendor when it is needed.
4 min read · Video walkthrough - Record vehicle insurance
Record the purchaser’s vehicle policy details separately from GAP or credit-insurance charges.
4 min read · Video walkthrough - Add fees to a deal
Record an additional charge and review its amount and tax in settlement.
4 min read · Video walkthrough - Add credit-insurance charges
Record life, disability, loss-of-income or other insurance charges on a financed deal.
4 min read · Video walkthrough