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 from the drop-down or click on Add New Customer to add a new record 

Vehicle Info

Select the inventory from the dropdown. Only In-stock inventory will be shown in the drop-down section. Once you select the inventory it will show you full details about the vehicle. You will have the ability to update the odometer reading at this time.

Disclosures 

You can write all your disclosures for the vehicle that you need to disclose to the new buyer. 
If you added any disclosures during the time you added this vehicle to the inventory, it will automatically appear in this section

Delivery Information

Step 1: Update the Delivery Date and Time 

Step 2: Select the Manager who will approve this deal along with the salesperson.

Note: Once you select the Manager & Salesperson it will automatically pre-populate the Sales person title and registration number on the paperwork.

Click on Save to move to the next step. 

Worksheet (Deal Info)

Step 1: Add or update the selling price 

Step 2: Add a Dealer Guarantee

Step 3: Add Extended Warranty 

Step 4: Edit Taxes and Licence Fees

Step 5: Add Any Payments Received  Under the Total Payments Section 

Step 6: Click on Save 

Print Paperwork

You can scroll to the Print button at the top right of the screen to print all your paperwork.

The following documents are available for print:

- Bill of Sale 

- Test Drive Agreement 

- Deposit Agreement 

- Vehicle History Acknowledgement 

- Customer Worksheet

- Open Disclosure Agreement 

- Delivery Checklist 

- Vehicle Disclosures

- Deal Recap 

If you are looking to get any custom documents created please submit them to support@zopmedia.com and one of our product specialists will be in touch to discuss the next steps. 

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