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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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Trailers: 1. Driver’s license (copy) - Check address and phone - Basic 2. How do you want it registered? 3. Unit and the price 4. Taxes and fees 5. Paperwork - Buyer’s order customer info first, unit, taxes, fees - Disclosure form (state specific) - Application for title and/or registration – verify signature from driver license - Dealer – Bill of Sale – little piece of paper done by salesperson - Due Bill – what is promised - Temp tag - Check list Other Notes: - Pass the price along to the sale process - Ask about warranties - Break lien amounts into trade 1 & trade 2 - Check list for process of selling a unit - When is it finally over o Pages 1 of 7 with links back o Progress to fully done sold unit - Unit/customer/trades/prices & taxes/add other line items/paperwork/payee its recap - Pg. 1 of 5 – Unit Info o Selling this unit to a customer of corp xyz (normal) o Selling this unit to another corp - Keep them on a path o Start one corp o Sell to other corp – auto process o Switch corp and go right to unit o Finish up sales process - On customer info: o How do you want this titled o Units o Allowance – taxable, trade, ACV o Payoff/Lien – add back in – yes or no o If yes, stock in trades o “allow 4 trade in’s max” o Liens need to be trade specific o 10 or 20 day payoff o On invoice show new stock # of trade-in o Don’t forget higher trucks – we are the customer money back - Fees, prices, and taxes o Corp specific D&H - Extra line items o Show warranty info - D&H o Trailers o Vehicles - Trailer shipping o Utility o Enclosed - Other fees o Road and Bridge o Registration |