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Block Ticket Report
The Block ticket is a miniature version of the Buyer Invoice but is not a legal document. It can be printed from the Vehicle Block and Dealer Profile Application. Open the Vehicle Block application Select the Sale Date then click the + sign to choose th...
Buyer Listing Report
The Buyer Listing report records the vehicle purchased by the Dealer(s). You may run this report from the Sale Profile or Vehicle Block application. Open the Vehicle Block application Select the Sale Date. Select the Reports menu then the Buyer List sub...
Dealer Master Report
The Dealer Master can be used as a contact list for the Sales department or saved as a . CSV file for use as a spreadsheet. You may run this report from the Dealer profile Application. Open the Dealer Profile application Select the Reports Menu Then sel...
Sales Report part 1
Line of Business Report The Line of Business report is similar to the Top Seller's report but lists only deals associated with a Dealer who has a defined Line of Business. Open the Sale Profile application. Select the Sale Date Select the Reports Menu...
Sales Report part 2
Top Sellers Report The Top Seller report is used to view selling Dealers ranked from most to least deals. The report includes: Maximum Price Average Price Minimum Price Open the Sale Profile application. Select the Sale Date (You must select t...
Account Management
Account Management application - contains account receivable information (excluding Price and buyer/seller Fees). The amounts are also aged in 7-day increments up to 28 days, 60 days, and 90 days. Other features include: Setting a Dealer or Representative...
Post-Sale Inspection Report and Post-Sale Summary Report
Remove Order
Vehicle Settlement (Buy Settle and Sell Settle)
Quick Register Reps
Edit, Hold and Delete Pickup
Hold Pick Up Select Transporation and Service or Dealer Profile Application Select the Vehicle Then select the 'Hold Pick Up' order under the Orders menu on the right. This will launch the Hold Pick Up form. Select the Reason code Clic...
Remove Order
The Remove Order can be executed from the Account Settle, Buy Settle it Sell Settle Order. Locate the vehicle you like to work with in this example using the Dealer Profile application. Select the vehicle under the vehicles tabs, then select Sell settle ...
Post Sale Inspection Report and Post Sale Summary Report
The Post Sale Inspection form is used for Buyers who wish to have purchases inspected prior to Departure. Select the Dealer Profile or Vehicle Order application > Reports > Administrative Reports > Post Sale Inspection Note: You must select a vehicle in th...
Vehicle Settle (Buy Settle and Sell Settle Orders)
Buyer Settle Buy Settle is done from the Dealer Profile and Vehicle Orders application. Search for the vehicle using VSN or VIN., and select the buyer side. Select the vehicle and select the 'Buy settle' Order from the right. This will launch the ...
Bidder History Report
Rep CheckIn
Refund Settlement
Quick Register Reps
Quick Register is done from the Dealer Profile Application. Launch the Advanced search application in the top right corner next to the VIN/VSN search box. Once the Advanced Search box pops up you Search using a number of filters. You can Se...