How to generate a BudCo contract
On deal/menu, verify required fields are populated.
Customer: First & Last name, Home Phone & email address.
Vehicle: In-service date
Deal/Menu: Sales team
Deal/Menu: Change deal status to SOLD, enter delivery date, select payment, SAVE.
Click "generate e-contract" icon.
Contract: Click on contract name to verify coverage and pricing.
Click Green check mark to save.
Contract: Click "Create" to view cert.
Contract:
1. Click "BudCo" icon.
2.Select contract,
3. Enter Payment & credit card information.
4. Click icon lower right to generate BudCo Installation Payment Plan.
Example: Installation Payment Plan
Reprint option will be available for ONE day after generation of installation payment plan.
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