How to Create a Wholesale Deal?
How to create and print a Wholesale Deal
Creating a Wholesale Deal is super simple. Please follow the steps below:
1. Go to the Deals Module
2. Click on Create New Deal
3. Scroll to the section that says Retail or Wholesale and toggle the selection to WH for wholesale.
4. Add a Company/Dealer under the customer section
5. Select a vehicle
6. Add the delivery date
7. Add the Manager or Sales person to the deal.
8. Click on save to move to the worksheet.
Worksheet
1. Add the selling price
2. Taxes
3. License Fee.
4. Click on save
5. Scroll to the Print button and select Bill of sale to print out the document.
By default, we show the Manager on the wholesale bill of sale but if you would like to show the sales person, please email us at support@zopmedia.com and we help you set that as the default person.
Related Articles
Working a Cash Deal
How to work a Cash Deal in Zop Software Starting a New Cash Deal Step 1: Go to the Deals module in the left navigation Step 2: Click on "Create New Deal" Step 3: Select the Deal Date Step 4: Select Deal Type to Cash Customer Info Select a Customer ...How do I roll a deal?
As a dealership negotiating with the perspective customers often involves adjusting the selling price of the vehicle or setting the terms of financing such as the monthly amount within the budget of your customers. These changes usually requires you ...Why "closing a deal" is important
The deal is closed! Before we learn how to close a sale - it's important you understand what closing the transaction will accomplish. Below are 5 things that happen when deals get finalized: 1. It will show up on your sales report. 2. It will ...How to add an Extended Warranty to a Deal?
To add an extended warranty to a Deal, please follow the steps below: 1. Go to Deals 2. Select a Deal 3. Select the Worksheet Tab 4. Scroll to the extended warranty Section 5. Click the Green + Button 6. In the Pop-up, enter all the warranty ...How do I add a trade-in vehicle to a deal?
Follow the steps below to add a trade-in vehicle to a deal: 1. Go to Deals Module 2. Select a Deal 3. Click on the Trade In Tab 4. Add the vehicle information VIN Year, Make, Model, Trim, Odometer, Body Type, Exterior Colour Trade Value & Lien ...