Have your customer card open and select AutoPencil from the column on the right.
Make sure you have the correct Buyer, CoBuyer, Vehicle/Unit and Trade entered here;
each field is clickable and editable.
Now, on the Finance tab, this is where you need to provide most of the information on your own regarding the numbers;
Once you have a Unit to sell input, the MSRP and selling price will auto populate.
You need to enter the Trade values (Allowance, ACV, Payoff).
Book Value may or may not show up for you.
Enter in your Down payment and Deposit if any.
After running credit and submitting to a lender you should know your Buy/Sell rates, enter them in the corresponding fields.
Enter in your Term length along with 1st Payment Day.
If these are entered in then your Payment will auto calculate.
Under Dealer Fields you can enter in Holdback and Dealer Cash if you know it.
Front and Back Gross will auto populate based on the previous data you have entered.
If you are happy with the values entered and wish to proceed to printing, click on Grids.
Once you are in Grids, you can edit how you display the financing options to your customer.
Select and edit the options for;
Term
Buy rate (does not show to customer)
Sell rate
Down payment options
If you are happy with the information shown in the Grid and are ready to print this, click on Forms at the bottom of the page.
Once in Forms, in the AutoForm tab;
Make sure Loan and Grid are selected.
If Loan and Grid are selected your printout will look like this;
Your Grid will be displayed with the options you selected previously as well as the Finance information.
If all is satisfactory to you and you are now ready to print, select Print at the bottom right of your screen.
