Manage Dealers
The Dealer Management feature enables users to view, add and edit dealerships and partners associated with a lender. This feature allows for comprehensive management of dealership information, ensuring accurate and up-to-date records. The window includes columns for Dealer Name, Code, First Name, Last Name, Email Address and Status, providing a clear overview of each dealership's details. Users can easily access and update this information, facilitating efficient management of lender-dealer relationships and ensuring that all dealership data is properly maintained within the system.
Dealer Management
To manage dealers, follow these steps:
- Add New Dealer: Click the Add New Dealer button to add a new dealer. Ensure that the dealership code is unique and does not overlap with an existing dealership code.
Add New Dealer
-
Input Dealer Name: Enter the official name of the dealer. This field is used to identify the dealership in the system.
-
Input Code: Assign a unique code to the dealer. This code serves as an identifier for referencing the dealer in other system functions or reports.
-
Select Option Chat: Choose whether the dealer’s chat option is Enabled or Disabled, depending on whether communication through the chat feature is required for this dealer.
-
Input First/Last Name: Provide the first and last name of the primary contact person for the dealership. These details are crucial for direct communication and record-keeping.
-
Input Email: Enter the contact email address for the dealer. This email will be used for correspondence and sharing relevant information.
-
Select Option for Status: Define the dealer’s status as either Enabled or Disabled. Dealers with an Enabled status will remain active in the system for future use, while those marked Disabled will be inaccessible for further operations.
-
Managing Existing Records: All added dealers are displayed in a tabular format, offering an overview of current records. Use the Search Bar at the top of each column to filter records by specific criteria. For individual records, an ellipsis menu on the right provides options to Edit or Delete the respective dealer, ensuring seamless record management.
Dealer Management