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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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-On new title history – check for someone to use the back button and get more than one new history -New, sold, pending, in hand, consignment, can’t floor, not here Steps to floor units - Grab folders of in hand titles - Fill out worksheet with options (maybe build worksheet) - NADA book value – print - For bank – put together packet (Vehicles: worksheet, title, Nada) on every unit (On trailers: MSO, original invoice, worksheet) - record on sticky note date and floored amounts - at the same time – keep a running total of total floored change floored info on a per stock basis On titles to buy out - Grab folders of sold units - Check amount floored and title account against bank records - Keep running total - Make a list for the bank on what to buy out o Stock, year, make, last 4 vin, date floored, amount floored - Make check out for buy outs - Used floorplan – move multi to change from bank to sold - Check for oldest sold units - Go to bank – do business -File titles and put into folder -Create expense and assign to stock #’s -Expense/receipt print out, get check stub, and worksheet – files away -Make a new deposit and tie to stock # for floored units -On employees – maybe add an employee type such as: owner, manager, sales, parts, dishwashers, cooks, counter, bussers, etc. |