Dealer Activation

Select Dealer Activation from the main menu to launch the wizard that is used to add a new Dealer account.

When the Dealer Activation wizard pops up you will be on the

Dealer Information Tab

Input the following to create the new Dealer.

Dealer Type (franchise, Public, Pool, or Independent)

First Name
Last Name
For the Address Location field please select from the Dropdown e.g. Business street or Main
City
State
ZIP
Country
Main Address

Check the Default checkbox to make this address the Default on this Dealership Account.

Phone: for the Location field select from the Dropdown e.g. Main, Business, Office, or Headquarters then type the number in the number filed e.g. 555-555-5555

Status: choose the status that best reflects the business

Allowed: The default is Buy/Sell however you can choose the permission you want the Dealership to have here.

Buyer and Seller payment method: Here you choose the method of payment this Dealershuseill used e.g. Cash, Check, Credit, Debit, Wire, etc.

Business Information Tab

Input the following under the Business tab for the new dealer:

Banking Information Tab

Input the following under the Banking Information tab for the new dealer:

Representative Information Tab

Input the following under the Representative Information tab for the new dealer:

First Name
Last Name
Date of Birth
ID Type e.g. Drivers license, Passport, State ID, etc.
ID#
ID Expiration Date
ID State
ID Country
SSN#
Address type (For the Address if the representative has a different address you can use or you can use the Dealership Address as default for the Rep Account.)
City
State
ZIP
Country
Main Address
Phone Location (You can add Office number, mobile, or Home)
Phone Number
Email

Click 'Save' to Save an alert window will inform you that the new Dealer was successfully created

Revision #4
Created 17 August 2022 16:59:16
Updated 2 November 2022 18:22:18