Sales Options 2

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Sales Options 2

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This is the the generic Sales Options 2 tab in Frazer. It is available from Miscellaneous >> 1. System Options >> 2. Sales Options 2 Tab

 

  The example below may not match your screen exactly as options may be customized for your state.

 

Click on an area of the Screenshot you have questions about!

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Call Frazer at 888-963-5369 if you have any questions!


 

Default Type of Sale
This sets the sale type for every new sale you begin.  
It can be changed for individual sales on the general tab of the new sale.
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Sales Requirements
 

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Default Cobuyer Relationship
When a cobuyer is added to any new sale their relationship to the customer will default to whatever is set here.
It can be updated at the bottom of the cobuyer screen for that sale.

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Default Customer Rating
Allows you to assign a standard customer rating for every sale.
This can be modified on the customer tab of a new sale.

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Warn if Customer is not a certain age
Frazer will automatically warn you if a customer is younger than the age listed here.
You'll get the warning when you enter the customer's date of birth on a sale.

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Profit Button
If you would like to track the profit for a deal you are working on check the “Display profit on sales screen” box.  
You can customize the label of the button that will appear on the general tab of the enter sales screen in the text box here.  
You can also customize the profit value shown by factoring interest and lot fee into the profit calculation.

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Minimum and Maximum Calculated Commission
If you use the commission calculator you can set a base level and commission cap here

It's important to note that Frazer cannot calculate commission automatically.
You must go into the dealer costs tab of a sale and calculate commission manually on a sale.
This makes calculating that number much more simple.  

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Default first payment due date to 45 days after sale date
If your practice is to allow your customers 45 days before the first payment you can have the Frazer system determine that automatically by checking this box..

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In February always wait 30 days until first payment date  
Since February has fewer days than other months, checking this box will give customers a full 30 days before their first payment even when their sales close in February.

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When adding a pick-up note automatically move the first contract payment date to be after the last pick-up note payment date
Federal regulations require that a pickup note must be paid in full prior to the second contract due date.
Checking this will automatically push the due date out past the pickup note due dates.

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Do not force down payment detail window to be used for wholesale sales
Frazer will ask how you have received Down Payments by default.  If you would like to skip this for wholesale deals mark this box. (A cash down payment will be assumed.)

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Do not force down payment detail window to be used for non wholesale sales
Frazer will ask how you have received Down Payments by default. If you'd like to skip this for non-wholesales, check this box. (A cash down payment will be assumed.)

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Disable use of deposits on the sales screen
If you do not take cash to hold vehicles you can remove the deposit field form the sales screen here.

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Prompt to add a lien holder when outside financing selected
Checking this box will prompt you to add a lien holder when you set the deal type to Outside Finance.  

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Automatically open customer activity window after adding a pre-existing/purchased customer
If this is checked, Frazer will immediately access the customer activity screen after adding a pre-existing or purchased customer. (Sales - 7. Add Pre-Existing/Purchased Customers)  

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Service Contract /Other Fee Settings
If you would like to overwrite other system defaults when you add a new lienholder to a sale, you can check here.  This will apply the lienholder defaults instead.
You can also choose to to be prompted to apply service contract or other fee providers as they are entered on a sale or be reminded to add your costs for optional fees when completing a sale.

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Other sales services setup

 

m-1-2-salessvc1   If you would like to be able to find credit information on prospective customers, Frazer is integrated with two companies that you can work with to pull credit reports.  Find out more about Corelogic Credco and 700Credit by clicking on the buttons inside.

 

M-1-2-SalesReqs2 Frazer is integrated with a number of GPS and Starter Interrupt Device service providers.  Clicking on the name of most available provider will show links to more information.

 

M-1-2-SalesReqs3 If you are working with one of the Service Contract Providers integrated with the Frazer software, you can enter the necessary credentials to use the integration here.  If you are not currently working with one of our integration partners you can also find out more about them here.

 

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Customization

 

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Used Car Dealer Software by Frazer Computing, Inc.