Deals
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 ...
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 ...
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 to add Gasoline or Fuel to a Bill of Sale?
Charging for gasoline or fuel on the bill-of-sale 1. Go to the Deals Module 2. Select a Deal 3. Move to the Worksheet 4. Scroll down and locate Gasoline Section 5. Add the gasoline or fuel fee 6. Click on Save. As fuel is a tax-inclusive fee (for ...
How to add an OMVIC Fee to a Bill-of-sale?
Follow the steps below to add an OMVIC fee to a Bill of sale: 1. Go to the Deals Module 2. Select a Deal or Create a New Deal 3. Move to the Worksheet Tab 4. Click the + Sign next to Fees Section 5. In the Pop-up - Add the Fee Name (OMVIC ...
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 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 ...
How to add multiple tax rates on your bill-of-sale
If you looking to add multiple tax rates to your bill of sale please follow the step-by-step guide below: First, you want to ensure the correct taxes are added to your account settings. To add or view please follow the steps below: 1. Go to the ...
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 ...