Dealer Activation
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 Name (Name of the Dealership)
- For the Dealer Type Please select from the Dropdown menu:
Dealer Type (franchise, Classic Car, Lease, or Used)
- First Name
- Last Name
- 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 reflect the business
Allowed: 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 Tab
Input the following under the Business tab for the new dealer:
- Business ID
- Business ID#
- Business ID State
- Business ID Exp.
- Business ID Issue Date
- Type of Business Structures
- Federal ID type
- Federal ID#
- Country
- Dealer Name
- Legal Name
- Payee Name
Banking Information Tab
Input the following under the Banking Information tab for the new dealer:
- Account#
- Bank
- Branch
- Type of Account e.g. Checking, Draft, or floor
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, StateID 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
Click 'Save' to Save an alert window will inform you that the new Dealer was successfully created





