Term
Launch function FI
ENTER COMMAND P @ F&I MENU
***OR YOU COULD USE "L" for a Lease
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Definition
How do you begin a new purchase deal? |
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Term
- ARROW KEYS
- ENTER KEY
- MOUSE
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Definition
In the Purchase Information Screen, what are the three ways to change fields??? |
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Term
Enter (\) within the field
enter
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Definition
In the Purchase Information Screen, how do you clear fields??? |
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Term
enter (.) in any field
enter |
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Definition
| In the Purchase Information Screen, how do you drop to the COMMAND prompt????? |
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Term
| ente (?)@ the command prompt |
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Definition
| In the Purchase Information Screen, how do you get a list of commands??? |
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Term
via the F&I SETUPS (SU) function |
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Definition
| How can you configure displayed prompts, cursor navigation, and default amounts that appear on the screen? |
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Term
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Definition
Vehicle's value after depriciation |
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Term
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Definition
PERCENTAGE OF MSRP THAT THE VEHICLE HAS RETAINED BY LEASE-END |
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Term
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Definition
| DELLING COST(MAY CONTAIN A PROFIT MARGIN) |
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Term
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Definition
| CASH CONTRIBUTED BY THE CUSTOMER SPECIFICALLY TO REDUCE THE PAYMENT |
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Term
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Definition
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Term
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Definition
| SELLING PRICE MINUS FINANCED ITEMS & CUSTOMER CASH/TRADE CONTRIBUTIONS |
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Term
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Definition
| RECURRING FEES; LESSEE PAYS THE FIRST INSTALLMENT TO THE DEALER, AND SUBSEQUENT PAYMENTS ARE MADE TO THE STATE OR A local government agency, |
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Term
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Definition
| One-time fees due at the start of a lease |
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Term
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Definition
| A tax applied to any assets that the lessee contributes to the deal to reduce payment |
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Term
Enter P in the Trade-In payoff field |
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Definition
How do you calculate the estimated payoff on a trade? |
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Term
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Definition
This field allows the dealer to determine how much of the lesse's trade debt the dealer will pay. The lessee will then have to come up with more cash in order to meet start-up and payment obligations. |
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Term
- Enter a new payment amount
- choose which amount to roll back
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Definition
| How do you perform a rollback? |
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Term
| L.E.V. & CASH CAP (REDUCTION) |
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Definition
In Lease deals, you can roll back by using??? |
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Term
- Change the finance institution to CASH
- Set the Term to 0
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Definition
| How do you convert a deal to a Cash Deal? |
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Term
| SU>GROSS PROFIT ASSUMPTIONS>FINANCE INSTITUTIONS |
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Definition
| Cash needs to be set up as a financial institution within F&I setups in order to properly update the Purchase Information Screen |
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Term
| ENTER L @ THE COMMAND PROMPT |
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Definition
| WHAT COMMAND DO YOU USE TO CONVERT A PURCHASE TO LEASE? |
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Term
| ENTER P @ the command prompt |
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Definition
| WHAT COMMAND DO YOU USE TO CONVERT A LEASETO A PURCHASE DEAL ? |
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Definition
| How do you save your purchase deal as it stands? |
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Definition
| is used for reportinh and when gathering data to populate the desktops |
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Definition
| deal status when deal has been saved/stored. |
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Definition
| deal status when deal has been "zapped". but information still resides within F&I and be reset ti pending (if done within retention period) |
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Term
| Deal retention is configured in setups. |
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Definition
| Where is deal retention configured? |
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Term
| SU>GENERAL SETUPS>DAYS TO RETAIN DEALS |
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Definition
| How do you get to the setups where you configure days to retain deals? |
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Term
| enter Q from the F&I Menu screen |
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Definition
| How do you access Quick Quote? |
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Term
Enter R or press Enter @ the FI menu |
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Definition
| How do you recall a deal from the FI menu? |
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Term
- First 3 letters of the customer last name
- customers last name & first initial
- stock # of sale vehicle
- quote #
- deal #
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Definition
| When recaalling a deal, what are the criteria which you can choose to search? |
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Term
| Recall/Modification screen |
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Definition
| Once you recall a deal, you will arrive at whaat screen? |
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Term
| Miscellaneous Sales/Lender screen |
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Definition
| Deal comments ared added on qhat screen? |
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Term
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Definition
| allow you to set up and track sale events which take place during the deal process;control the communication from f&i to other departments |
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Term
| enter EV a@ THE COMMAND PROMPT |
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Definition
| hOW DO YOU OPEN THE DEAL EVENTS WINDOW FROM THE RECALL/MODIFICATION SCREEN |
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Term
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Definition
| The Purchase Information screen can be set up to desplay individual fees (instead of opening a window) |
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Term
| SU>PURCHASE/LEASE SETUPS/FEE/OPTION DEFAULTS |
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Definition
| Your F&I setups should reflect either a cost or profit % for the proper commissioning of fees. |
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Term
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Definition
true or false
All CL/AH codes,with the exception of Manual, determine which tax table is used when calculating the premium. |
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Definition
| Use the ________ worksheet to include dealer-addes options(also known as DUE BILLS or AFTER MARKET OPTIONS) in the deal. |
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Definition
| USE ___ TO VIEW A LIST OF AVAILABLE, PRE-DEFINED WE OWES??? |
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Term
- On the -FI account Enter SU from Function Code
- Select General Setups from the Main Setup Menu
- Select Multiple Store Setups from the General Setups Menu
- Select "New" from the Multiple Store Setups Menu
- At the "Store ID" prompt enter a number or name for the store you are adding then Press Enter
- Enter the name you want to print on eForms at the "Name" prompt and Press Enter
- Enter the address you want to print on eForms at the "Address" prompt and Press Enter
- Enter the city you want to print on eForms at the "City" prompt and Press Enter
- Enter the state you want to print on eForms at the "State" prompt and Press Enter
- Enter the zip you want to print on eForms at the "Zip or Postal Code" prompt and Press Enter
- Enter the telephone you want to print on eForms at the "Telephone" prompt and Press Enter
- Optional: Enter the dealer code or state tax ID you want to print on eForms at the "Dealer Code / State Tax ID" prompt and Press Enter
- Press F3 to save and exit
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Definition
| How do I setup Multiple Store Setups? |
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Term
| SU>GENRAL SETUPS>SCREEN SEQUENCES |
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Definition
| How do you configure deal-screen sequenceing in setups? |
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Term
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Definition
| screen that is used to enter the deal details |
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Term
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Definition
| screen that is used to enter the information about the customer information |
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Term
the gross profit screen
or
G |
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Definition
| is used to access other screens in the deal and print forms. |
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Term
The Recall/Modification screen
or
@ |
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Definition
| is used to access other screens in the deal and print forms |
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Term
SU > GENERAL SETUPS > SCREEN SEQUENCE |
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Definition
How do you configure deal-screen sequencing? |
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Term
- Change the financial institution to CASH
- Set the Term to 0
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Definition
How do you convert to a CASH deal? |
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Term
SU>GROSS PROFIT ASSUMPTIONS>FINANCE INSTITUTIONS |
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Definition
How would you set up CASH as a financial intsitution? |
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Term
| SU>GENERAL SETUPS>DAYS TO RETAIN DEALS |
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Definition
| whERE DO YOU CONFIGURE DEAL RETENTION? |
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Term
By entering Q @ the FI Menu |
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Definition
How do you access the Quick Quote screen?? |
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Term
| Enter R or press ENTER at the FI menu to recall a deal |
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Definition
hOW DO YOU RECALL A DEAL? |
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Term
@ the Recall/Modification screen |
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Definition
| Once you recall a deal, what screen will you arrive to? |
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Term
Recall/Modification screen |
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Definition
| this screen gives you a few key details about the deal as well as deal Comments, Status Codes, and Events |
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Term
Deal Comments are added on the Miscellaneous Sales/Lender(M) screen |
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Definition
Where are deal comments added? |
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Term
SU>CUSTOM SCREENS AND WINDOWS |
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Definition
The Purchase Information Screen can be set up to display individual fees where?? |
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Term
| SU/PURCHASE/LEASE SETUPS/GLIOBAL/FEE/OPTIONS |
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Definition
| Where do set FEE/OPTIONS DEFAULTS? |
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Term
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Definition
| FROM THE WE OWES WORKSHEET HOW DO YOU GET A LISTY OF AVAILABLE WE OWES? |
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Definition
| WHERE DO YOU CUSTOMIZE WE OWES? |
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Term
Custom Screens and Windows Setups |
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Definition
| If you want to use the Pickup Payment field, where do you add it? |
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Term
Use to record amount due on delivery and Cash Down to record the customer deposit |
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Definition
| What do you use Pickup PMT #1 for? |
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Term
Enter I @ the command prompts |
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Definition
How do you set up irregular payments? |
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Term
On the customer screen on prompt #1 hit F9 or magnifying glass to search. If customer does not show in results, hit F5 for NEW. |
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Definition
| Before creating a new customer or co buyer, what step should you take? |
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Term
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Definition
| How do you get to the screen to enter co buyer info? |
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Term
| enter (\) in the Co-Buyer # field |
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Definition
| Ho do you delete the Co-Buyer ?? |
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Term
enter V at the commansprompt in a deal |
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Definition
| How do you access the Vehicle screen? |
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Term
By pressing ENTER from the Sale Vehicle screen
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Definition
| How do you access the trade vehicle screen? |
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Term
False
Unless there is $ on the trade. you cant go to trade in screen |
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Definition
TRUE OR FALSE:
You can get to the trade screen even if you forgot to put $ on the trade. |
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Term
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Definition
| How many trades can you enter on a deal? |
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Term
| No, a stock# cannot be changed after deal has been booked |
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Definition
| Can a stock# be changed after a deal has been booked? |
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Term
SU>CUSTOM SCREENS AND WIMDOWS |
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Definition
| The Vehicle and trade screens can be customized where? |
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Term
MISC/SALES/LENDER INFORMATION |
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Definition
| SCREEN THAT IS PRIMARILY USED TO ADD DEALERSHIP PERSONNEL AND COMMENTS TO THE DEAL. |
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Term
| enter M @ the command prompt within a deal |
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Definition
| hOW TO ACCESS THE mISC/sALES/lENDER SCREEN? |
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Term
| enter PF @ the command prompt from the Recall (@) screen within a deal |
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Definition
| How do you access th Print Forms screen?? |
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Term
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Definition
TRUE OR FALSE
PF ONLY WORKS FROM THE @ SCREEN. |
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Term
| F12 gives you a list of available forms |
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Definition
| In the print forms screen, how do you get a list of available forms? |
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Term
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Definition
| one-time bonuses added manually per-employees. |
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Term
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Definition
are used for dividing commission between multiple employees. |
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Definition
screen that displays totals and costs related to vehicle,and may also show postings to the General Ledger |
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Term
Enter VC at the Command prompt on the Gross Profit screen |
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Definition
| How do you access the Vehicle Cost screen? |
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Term
SU>GROSS PROFIT SCREEN > COMMISSION PLANS |
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Definition
| hOW DO YOU SETUP COMMISION PLANS? |
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Definition
| What function do you use to process deals? |
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Definition
After being finalized, the deals post to the GL by the F&I _______________. |
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