The New Deal Close Out and Deal Unwind in Desk/Mate will allow dealers to close out deals in the Desk/Mate module instead of accessing the F&I module. In conjunction with previous Desk/Mate enhancements, this will now allow dealership employees to work on deals, print forms, bill out, close out, and unwind deals all in the Desk/Mate Module.
Features and Benefits:
Enhanced Security give System Administrators more control over which employees can Close a Deal and also edit and/or unwind a Sold or Closed Deal.
The new Audit Log records which employees performed the Close Out process and when.
Intuitive Messaging guides employees through Deal Close Out process.
Action-Based Status Changes eliminate the error of accidentally marking or forgetting to mark the deal as Sold.
Automated Deal Unwind removes the necessity to perform the process manually.
*** IMPORTANT: CHANGES TO F&I MENU ***
In an effort to streamline Deal Processing in Auto/Mate, upon Desk/Mate Deal Close Out/Unwind Deals activation, the F&I program numbers listed below will be removed from the F&I Module Menu screen. Review documents that illustrate how to perform these deal functions in Desk/Mate are now available on AMU.
#2: Working Deals
#3: Billing Deals
#5: Close Out Deal/Update Other Systems
#6: Auto/Mate Credit Bureau Options
#8: Schedule Inquiry-Vehicle Inventory
#13: Print Forms
#14: eContracting
The general rollout to dealers is currently underway at no additional cost!
Have no worries! Deal Posting Templates will NOTbe affected. The only thing that will change is how to access them… in Desk/Mate instead of the F&I Module.
Recommendation
For dealers who have the Desk/Mate module but are not currently using it, we highly recommend you begin using Desk/Mate.
Rollout Process & Self Training
We will update dealers in groups and they will be notified via the AMU “Heads Up” activation announcement when scheduled. In the meantime, we have created a Learning Path on the AMU Portal Training Center that contains review documents. Check it out!
To access the Learning Path, on the AMU screen, click on the TRAINING CENTER option and select MY LEARNING PATHS. The Learning Path titled “* New Feature Training – Deal Close Out & Deal Unwind in Desk/Mate” contains documents to learn the basic functions of the above enhancement.
The Parts and Service Cashiering Rollout is Currently UNDERWAY!
Are you still using the previous Service Cashiering version shown here?
Click the button below to get the New Service and Parts Cashiering sooner!
We now have a New Parts
Cashiering program and Revised Service Cashiering program. Both programs will
be integrated with the Cash Receipts Module to create Parts and Service Cash
Receipts automatically when Repair Orders and Invoices are Cashed Out.
Key Features
New Parts Cashiering
You can now print your Parts and SOR Invoices without worrying about methods of payment
Manually excluding Parts Invoices from the End-of-Day process has been eliminated
You’ll now be able to cash out Parts Invoices and Special-Order Request invoices
You now have the option to split the customer total amount into multiple payment methods
Parts invoices can now be used for parts delivery and cash out with the correct method of payment when payment is acquired
You now have the option to use a non-cash payment method, such as a Gift Cards
Accounting Cash Receipts transactions will automatically be created when Parts and SOR Invoices are cashed out for reconciliation and deposit slips
New Service Cashiering
You now have the option to split the customer pay total amount into multiple payment methods
Set your preferred method of payments for easy invoicing and cashiering
You now have the option to use a non-cash payment method, such as a Gift Cards
Cash out your Service customers from Program 3
Accounting Cash Receipts transactions will automatically be created when Repair Orders are cashed out for reconciliation and deposit slips
The general rollout to all dealers is underway!
We will be migrating dealers in groups. If you want to get it sooner, email theGo Teamor call us at518-831-2200.
For a smooth migration for your dealership, we have created a Learning Path on the AMU Portal Training Center that contains documents and tutorial videos. Encourage your employees to review the training materials prior to activation.
To access the Learning
Path, select TRAINING CENTER and click on MY LEARNING PATHS. The learning path titled “New Feature
Activation Training – New Parts & Service Cashiering and Cash Receipts
Reconciliation” contains documents and tutorial videos to help your
Service, Parts, Cashiers, and Office employees learn the basic functions of the
new Cashiering features and know what to expect during migration.
ATTENTION ALL MANAGERS
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You will now have the ability to adjust posted invoices from the Accounts Payable module. Once an employee is granted the new security permission Can Adjust Invoices, they will have the ability to adjust an invoice using the new Adjustment button. The Adjustment button will be available any place an employee can view a posted invoice in Accounts Payable including Program 1: Enter Invoices (Find Invoices), Program 2: Pay Invoices, and Program 4: Vendor Master File.
For additional information on how to use this new feature, a short document is now available on the AMU Portal Reference Center. Use the search keyword: AP-adjustment
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
The Vehicle Inventory Schedule Setup, previously located in Vehicle Merchandising Program 6: System Information File, Option 5 has been moved. It is now located in the Accounting Setup of System Configuration.
When you select Vehicle Merchandising Program 6, Option 5, you will now see a Menu Option Obsolete message redirecting you to System Configuration.
To use this feature, follow the steps below:
Access Accounting Setup in System Configuration.
Select Schedules from the Accounting Setup menu.
Select the desired Schedule by double-clicking. The Add/Edit Schedule popup will appear.
Navigate to the Vehicle Inventory tab.
For any Floor Plan Account, both the Disregard and Floor Plan checkboxes must be selected.
To disregard another account from cost, only select the Disregard checkbox.
Click Ok and Save.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
Rebates Setup Moved to Desk/Mate Setup in System Configuration
The Rebates setup has been moved from F&I Program 7, Option 2, Choice 5 to the System Configuration Gear under Desk/Mate Setup, Rebates. During activation, your current Rebates will be converted and no action will be required.
To add/edit a Rebate, enter a Description in the field.
Enter the Amount.
Click Save when complete.
Note: Taxes are handled in the State Setup section.
Note: Honda/Acura dealers will see an additional “Rebate Type” column.
If starting a deal from F&I, the Rebates are Taxable flag in the default State Setup will be used. If starting a deal from Desk/Mate, it will use that state’s setup. If the state is not set up, it will use the default state setup.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
New Option to Change Retail Deal to Wholesale Deal in Desk/Mate
If the Retail Sale Type was chosen by mistake, it can now be changed to Wholesale during the deal. From the Sale Type dropdown, select Wholesale. Once Wholesale is selected, the Lender Code will appear as Cash Deal, Sales Tax will change to 0%, and all fees are set to $0. A message will display stating the Sale Type was updated successfully. Click Cancel to undo the selection.
Note: Once a deal is selected as Wholesale, they cannot return to Retail. They can only mark the deal as Dealer Trade.
If your dealership has the minimum AMPS software version shown below, you already have the new enhancement.
ATTENTION OFFICE MANAGERS/CONTROLLERS
