Using the F&I Express Integration

<< Click to Display Table of Contents >>

Navigation:  F&I Express >

Using the F&I Express Integration

Previous pageReturn to chapter overviewNext page

 

 

Before using the integration, you first need to get it setup properly.
 
If you haven’t done so, click here: Setting up the F&I Express Integration
 
If you have, continue below.
 
While working on a current, saved, prospect, click the F & I Button larger on the sales processing screen.
 
F & I Button Sales Screen

 

 

 

You should see a screen like this after entering your credentials :

 

Sending to F&I

 

You can click "Send to F&I Express" to send your prospect info over to F&I Express's portal.
It will open up and sign you in, automatically.
 
After clicking to Send2

 

Add whichever products you need, and print whatever F&I Express paperwork you require.

Afterwards, in Frazer, click “Retrieve from F&I Express” to pull the new data back into your prospect.
 

What happens after adding creds3

You’ll see the products you added in the optional fees section on your sales processing screen.

 

What you get after retrieving

 

From here, you can click Complete as Sale, and then print any necessary Frazer paperwork just like normal.
 
As always, for any questions, please call Frazer Computing at 888-963-5369.