Table of Contents
ComSoft DMS
Task Based Help
Accounting
Enter Or Edit Vendors
Roll Back A Vehicle Sale From Accounting
Post Or Edit BHPH/LHPH Payments
Add Vehicle to Inventory Through Accounting
Enter Inventory without VIN Decoder
Locate Vehicle History
View An Accounting Report
Adding Item and Services
Record a Vendor Refund
Traffic/Desking
Open An Existing Guest Record
Start A New Guest Record
Entering Information in Guest Record
Creating a Quote
Create a Cash Quote
Lease
Wholesale
Scan A New Guest Record
View A Traffic/Desking Report
Finance
Open A Pending Deal
Open A Completed Deal
Start A New Deal
Numbers of deal
Add a Trade
Deferred Payment Schedule
How to Get to a Specific Payment or Financed Amount
CASH Deal
Wholesale Deal
LIOI Deal
Print Forms
Finalize Deal
Print Retail Disclosure
View A Sales Report
Send Deal to Application System
Application System toolbar
Send Information To Online Registration
Change Default License Fees
BHPH
Create A New Account
Open An Existing BHPH Account
Take A Payment
Enter a Promise To Pay
View And/Or Print Amortization Table
Change A Due Date
Reprint A Receipt
Create A Side Note For An Existing Account
Refinance An Existing Account
Close Or Repo An Existing Account
Move A Payment - Payment Bump
Add Account Charge
AutoPay
Add or Edit Customer Payment Methods
Add Customer to AutoPay
Regular Schedule
Alternate Schedule
Limited Payment Number
Turn AutoPay Off
Remove Customer from AutoPay
Inventory Management
Add Vehicle To Inventory (No Accounting)
VIN Decoding
Select Vehicle Options
Add Vehicle Images
Web
Add Vehicle to Inventory thru Accounting Module
Change Stock Number
Print Window Sticker
Inventory Pricing Tool
Access Support Chat
Using the Find and Sort Functions for Lists
Using Find Function
Getting Started
Main Window Navigation
ComSoft DMS Window
Application Menu
Managing Tabs
Home Toolbar
Quick Access Toolbar
Accounting
BHPH/LHPH
New BHPH Account
CRM
Mass Communication
Inventory Management
SiriusXM
Reporting
Viewing Reports
Report Designer
Create Mailing Labels
Edit Reports and Documents
Company Documents Manager
Add Document(s) To A Company
Update Document(s) For a Company
Settings
Company Settings
Company Information Window
Company Information Toolbar
Employee Departments Window
Employee Roles Window
Employee Settings Permissions Window
Permission Level Guidelines Per module
Email Settings Window
Incoming Tab
Outgoing Tab
Signature Tab
Payment System Settings window
Accounting Setup
Inventory Inception Entries
Vehicle Information Tab
Purchase Information Tab
Inventory Group Setup
Tools toolbar
Integrated Accounting Setup
Close Group
Sync Group
Vehicle Purchase Defaults
Accounting Operating Parameters
Inventory Sync Tab
Inventory Auto Numbering Tab
Posting Tab
Trades Tab
BHPH/LHPH Tab
Traffic Settings
Status Source Tab
Guest Event Defaults Tab
Sales Setup
State & Local Charges
Sales Parameters Window
Life A&H Defaults Tab
Licensing Defaults Tab
Taxing Defaults Tab
Warranty/Service Defaults Tab
Gap Defaults Tab
Commissioning Defaults Tab
Department Grouping Tab
Bank Settings Window
Bank Name #1 Tab
Bank Name #2 Tab
Retail Tab
Leasing Tab
Balloon Tab
Reserve Tab
Gap Tab
Gap/Warranty/Service Providers Window
Life Rates Window
Adds Pick List Window
Rebate Pick List Window
Customer Insurance Companies Pick List Window
Deal Send Settings
Credit Vendor Setups Window
ComSoft LHPH Settings Window
Forms / Document Settings
Document Settings Window
Document Manager Window
Form Groups window
Inventory Settings
Inventory Web Comments Settings Window
Inventory Locations window
Inventory Locations window
Tools toolbar
VIN Decoding Settings Window
Inventory Import Settings
Inventory Classes & Categories
Inventory Window Sticker Settings
Window Sticker Comments
CRM Settings
BHPH Settings
Scanner Settings
Scanner Settings Window
700Credit
700Credit Credentials
700Credit Compliance Dashboard
700Credit - Reporting
Task Based Help
Accounting
Enter Or Edit Vendors
Roll Back A Vehicle Sale From Accounting
Post Or Edit BHPH/LHPH Payments
Add Vehicle to Inventory Through Accounting
Enter Inventory without VIN Decoder
Locate Vehicle History
View An Accounting Report
Adding Item and Services
Record a Vendor Refund
Traffic/Desking
Open An Existing Guest Record
Start A New Guest Record
Entering Information in Guest Record
Creating a Quote
Create a Cash Quote
Lease
Wholesale
Scan A New Guest Record
View A Traffic/Desking Report
Finance
Open A Pending Deal
Open A Completed Deal
Start A New Deal
Numbers of deal
Add a Trade
Deferred Payment Schedule
How to Get to a Specific Payment or Financed Amount
CASH Deal
Wholesale Deal
LIOI Deal
Print Forms
Finalize Deal
Print Retail Disclosure
View A Sales Report
Send Deal to Application System
Application System toolbar
Send Information To Online Registration
Change Default License Fees
BHPH
Create A New Account
Open An Existing BHPH Account
Take A Payment
Enter a Promise To Pay
View And/Or Print Amortization Table
Change A Due Date
Reprint A Receipt
Create A Side Note For An Existing Account
Refinance An Existing Account
Close Or Repo An Existing Account
Move A Payment - Payment Bump
Add Account Charge
AutoPay
Add or Edit Customer Payment Methods
Add Customer to AutoPay
Regular Schedule
Alternate Schedule
Limited Payment Number
Turn AutoPay Off
Remove Customer from AutoPay
Inventory Management
Add Vehicle To Inventory (No Accounting)
VIN Decoding
Select Vehicle Options
Add Vehicle Images
Web
Add Vehicle to Inventory thru Accounting Module
Change Stock Number
Print Window Sticker
Inventory Pricing Tool
Access Support Chat
Using the Find and Sort Functions for Lists
Using Find Function
Getting Started
Main Window Navigation
ComSoft DMS Window
Application Menu
Managing Tabs
Home Toolbar
Quick Access Toolbar
Accounting
BHPH/LHPH
New BHPH Account
CRM
Mass Communication
Inventory Management
SiriusXM
Reporting
Viewing Reports
Report Designer
Create Mailing Labels
Edit Reports and Documents
Company Documents Manager
Add Document(s) To A Company
Update Document(s) For a Company
Settings
Company Settings
Company Information Window
Company Information Toolbar
Employee Departments Window
Employee Roles Window
Employee Settings Permissions Window
Permission Level Guidelines Per module
Email Settings Window
Incoming Tab
Outgoing Tab
Signature Tab
Payment System Settings window
Accounting Setup
Inventory Inception Entries
Vehicle Information Tab
Purchase Information Tab
Inventory Group Setup
Tools toolbar
Integrated Accounting Setup
Close Group
Sync Group
Vehicle Purchase Defaults
Accounting Operating Parameters
Inventory Sync Tab
Inventory Auto Numbering Tab
Posting Tab
Trades Tab
BHPH/LHPH Tab
Traffic Settings
Status Source Tab
Guest Event Defaults Tab
Sales Setup
State & Local Charges
Sales Parameters Window
Life A&H Defaults Tab
Licensing Defaults Tab
Taxing Defaults Tab
Warranty/Service Defaults Tab
Gap Defaults Tab
Commissioning Defaults Tab
Department Grouping Tab
Bank Settings Window
Bank Name #1 Tab
Bank Name #2 Tab
Retail Tab
Leasing Tab
Balloon Tab
Reserve Tab
Gap Tab
Gap/Warranty/Service Providers Window
Life Rates Window
Adds Pick List Window
Rebate Pick List Window
Customer Insurance Companies Pick List Window
Deal Send Settings
Credit Vendor Setups Window
ComSoft LHPH Settings Window
Forms / Document Settings
Document Settings Window
Document Manager Window
Form Groups window
Inventory Settings
Inventory Web Comments Settings Window
Inventory Locations window
Inventory Locations window
Tools toolbar
VIN Decoding Settings Window
Inventory Import Settings
Inventory Classes & Categories
Inventory Window Sticker Settings
Window Sticker Comments
CRM Settings
BHPH Settings
Scanner Settings
Scanner Settings Window
700Credit
700Credit Credentials
700Credit Compliance Dashboard
700Credit - Reporting