User Guides
Index
Dealer Configurations

Dealer Configurations

The Dealer Configurations menu provides a centralized and comprehensive platform for managing dealership-related settings within the system. This menu is designed to streamline dealership operations, offering tools to efficiently manage dealer profiles, options, financial products, and lender relationships. By ensuring that all configurations are accurately maintained, the system helps align dealership operations with business goals, ultimately enhancing operational efficiency and service delivery.

The Dealer Configurations menu includes the following options:

  • Dealer Profile: View, add, and edit dealership details to maintain accurate records and manage dealer data effectively.

  • Dealer Add-Ons: Configure and manage additional services or features that dealerships can offer, allowing flexibility in customer offerings.

  • Lender Management: Manage lenders associated with dealerships, including importing lender lists for seamless integration. Additionally, configure lender-specific markups to ensure consistency in pricing and profitability.

  • Dealer Rebates: Define and manage dealership-specific rebate programs, allowing dealerships to offer customer incentives and streamline rebate processing.

These options ensure that all dealership configurations are handled effectively, contributing to smooth and efficient dealership operations.

Dealer Configurations

Dealer Configurations

Dealer Profile

The Dealer Profile allows users to manage and maintain detailed profile information for each dealer. This section includes a wide range of information, such as General Information, Preferences, Payments, Trade-In details, Personalization, Dealer Fees, Integrations, Custom Links, Individualized Agreements, and Social Links. By consolidating all these aspects into a single profile, the Dealer Profile feature ensures that dealer data is accurately recorded and easily accessible, supporting efficient business operations and seamless dealership management.

Note: Users must select a dealer from the Dealer drop-down list, which includes all enabled dealers defined under Dealer Management, before configuring profile settings.

Dealer Profile

Dealer Profile

General

General tab on the Dealer Profile screen is used to manage the dealer's basic details and address. This tab ensures that all fundamental information and location details for the dealer are accurately recorded.

Dealer Profile General

Dealer Profile General Information

To manage general dealer information, follow these steps:

  1. Select Option from Available Finance Type: Choose the type of financing available with the dealer. Options include Finance and Lease.

  2. Select Options from Scheduled Options: Choose the scheduling options available with the dealer. Options include Pickup, Delivery or Both.

  3. Input Contact Number, Customer Contact Number, and Fax Number: Enter the respective contact numbers associated with the dealer.

  4. Select Option from Time Zone: Choose the dealer's local time zone using the selector.

  5. Input Email Address: Enter the dealer’s email address, which will be used for all electronic communications.

  6. Input Website: Provide the website URL for the dealer.

  7. Input Contact Person Name: Record the name of the primary contact person for the dealer.

  8. Select Option for Using Daylight Savings: Specify whether daylight savings is applicable to the dealer.

  9. Input Initials: Enter the dealer's initials, which will be used where required in various processes.

  10. Input Trading As: Record the alternate business name or "trading as" name of the dealer.

  11. Input Contact Phone Number: Provide the phone number for the dealer's primary contact.

Dealer Address

Address section on screen is used to manage dealer's address details. Index subscriber can manage dealer address after selecting country. Country wise dealer address templates are available to input address details i.e. Lines to input address, City, State, ZIP code and Country. By default country of dealer address will be the same as country selected on company profile. After inputting address details user can verify the address by calling Google API. Google API retrieves the address and prompt confirmation to the user. Once address is confirmed, the Verify button will disappear and a tick will appear against the address showing that it is verified.

Preferences

The Preferences tab is used to configure essential operational settings for a dealer, ensuring that their default values for mileage, term, quotation, and application expiry, as well as margin rates and financial parameters, are properly set. These configurations help tailor each dealer's preferences to match their specific business needs, ensuring smooth and accurate operations.

Dealer Profile Preferences

Dealer Preferences

To manage dealer preferences, follow these steps:

  1. Select Option for Default Mileage: Choose the default mileage for the dealer. The available options are enabled contract annual mileage values defined in the Order Setups under Company Configurations.

  2. Select Option for Default Term: Choose the default contract term for the dealer. The available options are contract terms defined in the Order Setups under Company Configurations.

  3. Input Quotation Expiry Days: Specify the number of days after which a quotation will expire for the dealer.

  4. Input Application Expiry Days: Specify the number of days after which an application will expire for the dealer.

  5. Input Default Margin Rate (Lease): Enter the default margin rate percentage for lease deals for the respective dealer.

  6. Input Default Margin Rate (Finance): Enter the default margin rate percentage for finance deals for the respective dealer.

  7. Input Standard Lease Rates: Enter the standard percentages for Down Payment, RV/Balloon, and Customer Rate applicable to lease deals.

  8. Input Standard Finance Rates: Enter the standard percentages for Down Payment, RV/Balloon, and Customer Rate applicable to finance deals.

Payment

The Payments tab is used to record and manage key financial details for a dealership, including the maximum payment limits. Users can configure the dealer's bank account information, such as account number, ABA number, account title, and bank name. Additionally, limits for transactions using the bank account, credit cards, and debit cards can be set to ensure secure and accurate financial operations.

Dealer Profile Payment

Dealer Profile Payment Details

To manage dealer payment details, follow these steps:

  1. Input Account Number: Enter the account number of the dealer.

  2. Input ABA Number: Provide the ABA number, which is a nine-digit code used to identify the financial institution responsible for the payment.

  3. Input Account Title: Enter the account title associated with the dealer’s bank account.

  4. Input Bank Name: Specify the name of the bank where the dealer's account is held.

  5. Input Bank Account Limit, Credit Card Limit, and Debit Card Limit: Enter the respective transaction limits allowed for the dealer’s bank account, credit card, and debit card.

Trade-In

The Trade-In tab allows users to record and manage the trade-in percentages assigned to trade-in partners associated with a dealer. This tab ensures that specific trade-in percentages, such as 20%, can be configured for the dealer’s partners. Trade-in partners available for selection are those defined under the Integrations tab in General Setups.

Dealer Profile Trade-In

Dealer Trade-In

To manage trade-in percentages, follow these steps:

  1. Select Option Provider: Choose the integrated trade-in partner for whom the trade-in percentage needs to be defined. Only enabled trade-in partners from the Integrations tab can be selected.

  2. Input Percentage: Enter the trade-in percentage assigned to the selected trade-in partner for the dealer.

Personalization

The Personalization tab enables users to customize the visual appearance of a dealer’s profile, aligning it with the dealer's branding guidelines. This feature allows users to modify colors, upload icons, and logos, ensuring that the dealer’s brand identity is well represented throughout the platform.

Personalization

Dealer Personalization

Note: An Enable/Disable button is available to apply company-level personalization. If the dealer prefers to define its own personalization settings, the following steps can be followed:

  1. Primary Color: Set the dealer’s main brand color, which will be prominently displayed in the profile and throughout the interface.

  2. Secondary Color: Choose a secondary color to complement the primary color, often used for accents and highlights.

  3. Favicon: Upload a small icon (favicon) that will appear in the browser tab, making the dealer’s profile easily recognizable.

  4. Logo: Upload the dealer’s logo to ensure consistent branding across the dealer’s profile and throughout the platform.

Dealer Fees

The Dealer Fees tab allows users to manage dealership fees within the system, providing options to view, add, edit, and delete fees. Only fees that have been enabled and defined under the Fees tab in the Order Setups of the Company Configurations are selectable in this tab. This functionality ensures that dealer fees are seamlessly integrated into the system’s financial operations, enabling accurate management and configuration.

Dealer Profile Fees Add New Record

Add New Dealer Fee

To manage dealer fees, follow these steps:

  1. Add New Fees: Click the Add New Fees button to add a new fee. The system ensures that no fee code overlaps with an existing one.

  2. Select Option Fee Name: Choose a fee from the drop-down list, which includes only fees that have been enabled and defined under the Fees tab in the Order Setups of the Company Configurations.

  3. Select Option State: Choose the state for which the dealer fee is required to be defined.

  4. Select Option Applicable Finance Type: Specify the finance type to which the fee applies. The available options are Finance and Lease.

  5. Select Option Event: Choose when the fee will be applied. Available options include End of Term and Inception.

  6. Select Option Calculation Type: Determine whether the fee is a Fixed Amount or Monthly Payment Based.

  7. Input Default Amount: Enter the default amount for the dealer fee.

  8. Input Multiplication Factor: If the Calculation Type is based on monthly payments, input the multiplication factor. The system compares the value in the Default Amount field with the (monthly payment of the deal multiplied by this factor) and uses the lesser amount.

  9. Select Option Fee Handling: Choose whether the fee will be handled as Financed or Upfront.

  10. Select Option Taxable: Specify whether the dealer fee is taxable.

  11. Input Vendor: Provide the vendor details for the respective dealer fee.

  12. Input External Code: Enter the external code associated with the dealer fee.

  13. Select Option Status: Set the status of the dealer fee. Enabled fees are available for future use, while Disabled fees will not be used in the future.

  14. Managing Existing Records: Existing dealer fees are displayed in a tabular format, providing a clear overview of current records. A Search Bar is available to filter records based on search criteria. An ellipsis menu appears on the right side of each record, allowing users to Edit or Delete the respective dealer fee.

Dealer Profile Fees

Dealer Fees

Integrations

The Integrations tab enables users to record and manage the integration types and associated providers for a dealer. This section supports the integration of external APIs and services into the Index system, allowing users to select only those integrations that have been enabled and configured under the Integrations tab of General Setups within the Company Configurations. This ensures that all external services connected to the dealer are accurately tracked and efficiently configured, supporting seamless integration and operational efficiency.

Add New Integration

Add New Integration

To manage integrations, follow these steps:

  1. Add New Integration: Click the Add New Integration button to add a new integration.

  2. Select Option Integration Type: Choose the integration type for the dealer from the drop-down list, which includes only enabled integrations defined under the Integrations tab of General Setups in the Company Configurations. Examples of integration types include Payment Processing, Address Validation, and Identity Verification.

  3. Select Option Route: Choose the route for the integration. Currently, Hubex is the available option.

  4. Select Option Integration Provider: Select the provider of the respective integration type. For instance, Google is an integration provider for Location Services. Only providers enabled under the Integrations tab of General Setups in the Company Configurations are selectable.

  5. Input Details of Integration Provider: Enter provider details required for integration, such as the API Base URL, Username, Password, and API Key.

  6. Managing Existing Records: Existing integrations are displayed in a tabular format, providing a clear overview of current records. A Search Bar is available to filter records based on specific criteria. An ellipsis menu is available next to each record, allowing users to Add Provider for the respective integration type.

Dealer Integrations

Dealer Integrations

Custom Links

The Custom Links tab is used to manage the custom links for a dealer. These links allow users to tailor the dealer's header, footer, and sidebar within the customer portal, enabling a branded and personalized experience. This tab centralizes the configuration of custom links, ensuring they are accurately recorded and consistently integrated into the dealer’s profile.

Dealer Profile Custom Links Add New Record

Add New Dealer Custom Link

To manage dealer's custom links, follow these steps:

  1. Add New Custom Link: Click the Add New Link button to add a new custom link for the selected dealer.

  2. Select Option Link Type: Choose the location where the link will appear. Options include Header, Footer, and Sidebar.

  3. Input Link Name: Enter a descriptive name for the custom link.

  4. Input Link URL: Provide the URL for the custom link, ensuring it directs to the correct destination.

  5. Select Option Status: Set the status of the custom link. Links with Enabled status are active and visible, while links with Disabled status are inactive and hidden.

  6. Managing Existing Records: Existing dealer custom links are displayed in a tabular format for easy review. A Search Bar is available to filter records based on search criteria, and an ellipsis menu is available on the right side of each record, allowing users to Edit or Delete the respective dealer custom link.

Dealer Profile Custom Links

Dealer Custom Links

Individualized Agreement

The Individualized Agreement tab allows dealers to configure customized agreements by adding multiple text clauses as templates. This feature provides a flexible setup where dealers can input, save, and manage agreement clauses efficiently. Each clause can be reviewed, edited or deleted from a list view, and there is an option to set a single clause as the default. Only one clause may be marked as default at any time, ensuring clear, consistent agreement terms.

Dealer Profile Individualized Agreement Add New Record

Add New Dealer Individualized Agreement

To manage dealer's individualized agreements, follow these steps:

  1. Add New Individualized Agreement: Click the Add New Agreement button to create a new individualized agreement for the selected dealer.

  2. Input Text: In the text box provided, enter the agreement clauses you wish to save as part of the template. After entering the text, click Save to add it to the list.

  3. Select Option Default: Choose this option to mark a clause as the default. Only one clause can be set as default at a time.

  4. Managing Existing Records: Existing individualized agreement clauses are displayed in a list format for easy review. A Search Bar is available to filter records by search criteria, and an ellipsis menu is present on the right side of each record, allowing users to Edit or Delete the respective clause.

Dealer Profile Individualized Agreement

Dealer Individualized Agreement

Social Links

The Social Links tab is designed to manage a dealer's social media presence by allowing users to input, update, and organize links to the dealer’s social media accounts, including Facebook, Twitter, LinkedIn, Instagram, and others. Maintaining accurate and up-to-date social media links in this tab helps ensure the dealer’s online presence is accessible, integrated, and effectively supports communication and marketing strategies.

Dealer Profile Social

Dealer Profile Social Links

To manage social media links, follow these steps:

  1. Add/View/Edit/Delete Social Media Information: Users can add new social media links or view, edit, and delete existing entries as necessary. Each entry represents an individual social media account and can be updated individually to reflect any changes in the dealer’s online presence.

Chat

The Chat tab enables dealers to configure customized messages for customer interactions. Dealers can input a Welcome Message to greet users when they initiate a chat and an Offline Message to inform users when support is unavailable. These tailored messages enhance customer experience by providing clear, timely communication aligned with the dealer’s brand.

Dealer Profile Chat

Dealer Profile Chat

Reservation & Deposit

The Reservation & Deposit tab includes two sections: Reservation and Deposit. These sections allow dealers to manage upfront payments for vehicle reservations and deposits efficiently.

Dealer Profile Reservation & Deposit

Dealer Profile Reservation & Deposit

Reservation

The Reservation section handles the amount customers must pay before confirming vehicle availability, enabling the credit application process to begin.

  1. Select option Reservation: Choose from the dropdown options: Applicable or Not Applicable.

  2. Select option Applicable To: This dropdown is enabled only if Reservation is set to Applicable. Options include All Vehicles and Other Inventory.

  3. Select option Type: Specify the reservation type from the dropdown options: Fixed Amount or Percentage of MSRP.

  4. Input Reservation Amount or % of MSRP: Enter the reservation amount or percentage, depending on the selected type.

Deposit

The Deposit section manages the amount customers must pay at the time of signing the buyer's order.

  1. Select option Deposit: Choose from the dropdown options: Applicable or Not Applicable.

  2. Select option Applicable To: This dropdown is enabled only if Deposit is set to Applicable. Options include All Vehicles and Other Inventory.

  3. Select option Type: Specify the deposit type from the dropdown options: Fixed Amount or Percentage of MSRP.

  4. Input Deposit Amount or % of MSRP: Enter the deposit amount or percentage, depending on the selected type.

Dealer Add-Ons

The Dealer Add-Ons screen allows dealers to configure and manage add-ons offered with vehicles before they are listed for sale. Dealer options may include additional equipment such as alarm systems, cameras, spoilers or services like rustproofing. These add-ons, often displayed on a supplemental sticker, are not covered under manufacturer warranty and are priced independently by the dealer. In this tab, users can only configure add-ons that have been defined and enabled under the OEM Add-Ons tab in the Asset Setups of the company configurations.

Dealer Options Add New Record

Add New Dealer Add-On

To manage dealer add-ons, follow these steps:

  1. Add New Add-On: Click the Add New Add-On button to create a new dealer add-on.

  2. Select Option Offered By: Choose between OEM or Dealer to specify who offers the add-on.

  3. Input/Select Product Name: Input or select the name of the add-on offered by the dealer. If Offered By is set to OEM, a drop-down list populated with OEM Add-Ons from Asset Setups in the Company Configurations will appear. If set to Dealer, manually input the product name.

  4. Input Description: Provide details for the add-on, such as specifications or features (e.g., a security alarm’s specifications).

  5. Select Option Category: Choose the category for the add-on. This list is drawn from Add-On Categories defined under Asset Setups in Company Configurations.

  6. Select Option Asset Condition: Define the asset’s condition. The options are populated from Asset Condition records under General Setups.

  7. Input Part No: Enter the part number associated with the add-on.

  8. Input Supplier: Specify the supplier name for the add-on.

  9. Select Option Installation Mode: Choose Pre-Installed or Optional to indicate the installation mode.

  10. Input Price: Enter the price for the dealer add-on.

  11. Input RV On Option: Enter the residual value associated with the add-on.

  12. Upload File/Picture, Add Video URL, and Brochure URL: Attach relevant media, such as images, video URLs or brochure links, for additional context or customer information.

  13. Select Option Status: Set the status of the dealer add-on as Enabled or Disabled. Only Enabled options will be available for future transactions.

  14. Managing Existing Records: Existing dealer add-ons are displayed in a tabular format for easy review. Use the Search Bar to filter records, and access the ellipsis menu to Edit or Delete options as needed.

Dealer Options

Dealer Add-Ons

F&I Products

The F&I (Finance and Insurance) Products menu enables dealers to configure and manage financial and insurance offerings, such as extended warranties, service contracts, gap insurance, and credit insurance. These products provide customers with additional protection and enhance their purchase experience. The F&I Products window allows dealers to record and organize these offerings, ensuring they are accessible during the sales process.

Users must first select a dealer from the Dealer dropdown list, which includes all enabled dealers from Dealer Management. Proper management of F&I products helps streamline dealer operations, providing a diverse range of options that improve customer satisfaction and efficiency.

F&I Products

F&I Products

Individual Products

The Individual Products section allows dealers to configure and manage specific Finance and Insurance (F&I) products offered to customers. These products may include extended warranties, service contracts, gap insurance, and other protection plans. Proper management of individual F&I products ensures that dealerships can offer a diverse range of financial solutions tailored to customer needs. Each product can be configured with essential details, including provider information, pricing, and media attachments, making it easy to integrate these offerings into the sales process.

Individual F&I Product Add New Record

Add New Individual F&I Product

To manage dealer F&I individual products, follow these steps:

  1. Add New Product: Click Add New Product to create a new F&I product entry.

  2. Select Option Provider: Choose the provider for the F&I product. Only enabled providers listed under the Integrations tab in the Dealer Profile will appear as options.

  3. Input Provider Code: Enter the code assigned to the respective provider.

  4. Select Option Product Type: Choose the type of product being offered based on the provider’s available products.

  5. Select Option Product Name: Choose the specific name of the F&I product.

  6. Input Description: Enter a detailed description of the F&I product.

  7. Select Option Category: Choose the appropriate category for the product.

  8. Input Markup Percentage: Enter the markup percentage applied to the F&I product. This allows the user to set a markup for vehicle insurance products.

  9. Select Option Taxable: Indicate whether the product is taxable. Drop-down options are Applicable and Non-Applicable.

  10. Select Option Taxable Finance Type: Choose the applicable finance type if Taxable is selected as Applicable.

  11. Upload File/Pic, Add Video URL, and Brochure URL: Attach relevant media, such as images, video links, or brochures.

  12. Input Video URL: Enter the video URL associated with the product.

  13. Input Brochure URL: Enter the brochure URL for the product.

  14. Select Option Preferred: Choose Yes or No to indicate if the product is preferred.

  15. Select Option Maintenance and Service: Choose Yes or No to specify if the product includes maintenance and service.

  16. Select Option Status: Choose Enabled to make the product available or Disabled to restrict its availability.

  17. Managing Existing Records: Existing F&I products appear in a table view. Use the Search Bar to filter records and the ellipsis menu next to each entry to Edit or Delete a product.

Individual F&I Product

Individual F&I Product

Product Bundles

The Product Bundles feature allows dealers to group multiple F&I products into a single package, offering customers a more comprehensive selection of financial and insurance options. Bundling products can enhance sales by providing value-added services in a structured and appealing manner. Dealers can create, manage, and modify bundles to align with customer needs and dealership offerings.

Product Bundles Add New Record

Add New Product Bundle

To manage dealer F&I product bundles, follow these steps:

  1. Add New Bundle: Click Add New Bundle to create a new bundle.

  2. Input Bundle Name: Enter the name of the bundle.

  3. Input Package Description: Provide details about the bundle, including its benefits and features.

  4. Select Option F&I Products: Choose from individual F&I products defined earlier. Users can select multiple products to include in a bundle.

  5. Input Markup Percentage %: Enter the markup percentage applied to the bundle.

  6. Drag and Drop Product Image or Browse: Upload an image representing the product bundle for better visual representation.

  7. Input Video URL: Enter a video URL to showcase or explain the product bundle.

  8. Input Brochure URL: Provide a brochure link for additional product details.

  9. Select Option Status: Choose Enabled to make the bundle available or Disabled to restrict its availability.

  10. Managing Existing Records: Existing bundles appear in a table view. Use the Search Bar to filter records and the ellipsis menu next to each entry to Edit or Delete a bundle.

Product Bundles

Product Bundles

Lender Management

The Lender Management section under the Dealer Configurations menu enables dealers to manage their associated lenders, allowing for a customized selection of financing options. This feature provides a structured way to view and integrate lenders based on dealership needs. The Lenders tab displays pre-configured lenders from the Lender Profile under Lender Configurations, which remain read-only. However, dealers with provider-enabled integrations can import additional lenders to enhance financing flexibility. The Markup tab is used to define markup parameters for individual lenders, ensuring optimized financial terms for both the dealer and the customer.

Lender Management

Dealer's Lender Management

Lenders

The Lenders tab allows dealers to view and manage lender relationships by providing access to company-defined lenders and enabling the import of additional lenders from integrated providers.

Lender Management

Dealer's Lenders

To manage dealer-specific lender options, follow these steps:

  1. Select Option Dealer: Choose a dealer from the Dealer drop-down list, which includes all enabled dealers from Dealer Management.

  2. View Existing Lenders: The screen displays a list of lenders pre-configured by the company in the Lender Profile menu. This list is read-only, allowing users to view but not edit lender details. Click the Ellipsis menu to View lender information.

  3. Import Lender: Click Import Lender to import lenders associated with an integrated provider. Dealers with an enabled integration can retrieve provider-listed lenders from the Integrations tab in the Dealer Profile. Imported lenders are unique to the selected dealer, though other dealers can configure the same lender with different settings. The lender’s source will be marked as 'Provider.'

    • Import Lenders through Provider (API):

      • Click Import Lenders to retrieve lenders via the Get Lenders API from the dealer’s integrated provider.

      • A drawer opens with pre-populated fields for lender details, including:

        • Lender Name (pre-filled).
        • Lender External Code (pre-filled).
        • Finance Types: Select applicable finance types (multi-select enabled).
        • Pricing Program: Defaults to Standard Rates.
      • Additional fields per Finance Type include:

        • Customer Rate %: Enter a rate (up to 6 decimal places) for final calculations (optional).

        • Down Payment %: Specify the down payment percentage (optional).

        • RV/Balloon %: Define the residual value percentage (optional).

        • Credit Decisioning: Pre-set to External.

        • Credit Decisioning Provider: Select from available providers (e.g., Dealer Track or RouteOne).

        • Contracting: Set to Not Required.

        • Default Lender: Choose Yes or No.

        • Status: Defaults to Enabled (the default lender cannot be disabled).

      • The system adds new lenders from the provider while retaining existing lenders unaffected by the import. Lenders no longer available with the provider will be removed.

  4. Note: Only one lender can be set as the default at a time. If a company-defined default lender is displayed, the dealer cannot change it. Otherwise, the dealer must designate one imported lender as the default.

  5. Default Lender Restrictions: The default lender cannot be removed or disabled.

  6. Managing Existing Records: Configured lenders are displayed in a tabular format for easy review. Use the Search Bar to filter lenders and the Ellipsis menu next to each record to Edit or Delete lenders as needed.

Markup

The Markup tab allows dealers to configure interest rate markups for individual lenders based on credit score ranges, ensuring better financial control and optimized pricing.

Add New Markup Record for Lender

Add New Markup Record for Lender

To manage markup parameters for lenders, follow these steps:

  1. Add New Markup: Click Add New Markup to configure a new markup setting.

  2. Select Option Credit Score Range: Choose a credit score range from the drop-down list. This list is populated with credit score ranges defined under the Credit Score tab in Program Setups.

  3. Select Option Status: Choose Enabled or Disabled to activate or deactivate the markup.

  4. Input Markup Slabs: Define markup details for the selected lender and credit score range.

    • Input Interest Rate From %: Enter the starting interest rate percentage.

    • Input Interest Rate To %: Enter the ending interest rate percentage.

    • Input Markup %: Specify the markup percentage applied.

    • Input Lender Fee: Enter the applicable lender fee amount.

    • Click on Add New Markup Slab: Add another markup slab if needed.

  5. Managing Existing Records: Configured markup records are displayed in a table for easy reference. Use the Search Bar to filter records, and access the Ellipsis menu to Edit or Delete markup entries.

Markup Record for Lender

Markup Record for Lender

This setup enables dealers to efficiently manage lender configurations and markup settings, ensuring seamless financing processes tailored to dealership needs.

Dealer Rebates

The Dealer Rebates section enables dealers to configure and manage rebate programs, including dealer-specific rebates and EV tax credits. This functionality allows dealers to define rebate details, applicable conditions, and required documentation, ensuring seamless integration with financing and sales processes. Through a structured setup, dealers can efficiently create, modify, and organize rebate records.

Dealer Rebates Add New Record

Add New Dealer Rebate

To configure a dealer rebate, follow these steps:

  1. Add New Rebate: Click Add New Rebate to create a new rebate entry.

  2. Select Option Rebate Type: Choose a rebate type from the drop-down options: Dealer Rebate or EV Tax Credit.

  3. Input Rebate Name: Enter a descriptive name for the rebate.

  4. Input Rebate Description: Provide details about the dealer rebate program.

  5. Input Rebate Code: Enter a unique code to identify the rebate.

  6. Input Rebate Amount: Specify the rebate amount offered.

  7. Select Option Required Documents (Optional): Checkmark one or multiple required documents from the drop-down list.

  8. Select Option Finance Type: Checkmark one or multiple applicable finance types from the drop-down list.

  9. Select Option Payment Term: Checkmark one or multiple applicable payment terms from the drop-down list.

  10. Select Option Applicable States (Optional): Checkmark one or multiple states where the rebate applies from the drop-down list.

  11. Select Option Status: Choose Enabled to make the rebate available or Disabled to restrict its availability.

  12. Drag and Drop Product Images or Browse: Upload relevant images to represent the rebate program visually.

  13. Managing Existing Records: Configured rebate records are displayed in a table for easy reference. Use the Search Bar to filter records, and access the Ellipsis menu to Edit or Delete rebate entries.

This structured approach ensures that dealerships can efficiently manage rebate programs while maintaining compliance and maximizing customer incentives.

Dealer Rebates

Dealer Rebate