Post Vehicle Sale to Accounting
Once a deal is final, contract and forms printed to close the deal it must be sent to accounting. This will lock the deal and prohibit any changes (it can be unlocked for changes depending on security level).
If you have Car-Ware integration with QuickBooks this will send the deal pending post deal to QuickBooks.
 Customer Finance Deal Screen
Click Finance, Finance Deals
|
|
 Pending Deals Screen
Double click on Customer Name or click on once then click Open
|
|
 Wash or Recap Sheet
Click Wash Sheet when all forms and contracts printed to lock deal.
|
|
 Send to Accounting
Click on Send to Accounting. The deal is now locked.
Note: Depending on your default settings, any trade taken in will be added to your inventory.
|
|
