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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Term
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Definition
How do you save your purchase deal as it stands? |
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Term
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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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Term
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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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Term
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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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Term
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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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Definition
one-time bonuses added manually per-employees. |
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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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Term
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Definition
After being finalized, the deals post to the GL by the F&I _______________. |
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