10.14 Additional Sales Features

*This document will briefly describe how a few of the smaller changes added to version 10.14 work. These new features are available in 10.14.0 and later.

Unsold Deal Plugin

Optimization has recently been completed on the Unsold Deal plugin, resulting in quicker Workplan dashboard load times, as well as an increased functionality. This is available in versions 10.14.7 and up.

Created Date

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Previous Functionality - The system would generate tasks for all unsold deals, for all time, so long as consent had not expired. For Canadian dealerships abiding by CASL non-transactional consent timeframes, tasks would only generate for contacts with deals created within the past 6 months, if they have not interacted with the dealership since their initial sales opportunity, or expressed consent to be contacted.

New Functionality - The Unsold Deal plugin will only generate tasks for deals created in the past 1 year. Best practice recommendation would dictate that dealers should review the Open Deal dashboard page, and change the statuses on stale deals to so that they can be appropriately followed up on using the Cancelled Deal plugin, however, many dealerships have a large open deal count, often with deals that are over 1 year old. When querying, timeouts can occur when the system is searching against abnormally large datasets for tasks to generate. This change will decrease load times and ensure that stale deals are not being included where they shouldn't be. For Canadian dealerships abiding by CASL non-transactional consent timeframes, this will not result in a noticeable impact on the number of tasks generated.

Status Date

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Previous Functionality - When running off of the Status Date, the Unsold Deal plugin would previously generate tasks for all open deals, from all time, based on status changes.

New Functionality - The Unsold Deal plugin will now only generate tasks for deals that have had status changes within the past year, regardless of the created date. This will decrease load times while also allowing for dealers to re-activate deals from any timeframe, at their own discretion, without causing any interruptions in task generation.

Deal Changes

Deal Recap

The Cash screen under the Information drop-down in the right-hand menu of a Deal has been renamed to Deal Recap.

To view this change, follow the path: *Right-Hand Menu in a Deal > Information > Deal Recap

Edit Vehicle Cost in Deal Recap

Users can edit the Vehicle cost on a Build unit from the Deal Recap screen.

To view this change, follow the path: *Right-Hand Menu in a Deal > Information > Deal Recap > Vehicle Cost > Vehicle Cost - Free Type

ACV Warning

A warning message will show on the Trade screen in a Deal when the Actual Cash Value (ACV) is missing for a Trade Vehicle.

To view this change, follow the path: *In a Deal > Worksheet tab > Reductions > Trade > ACV

Trade Tax Credit

When printing the Deal Disclosure, the Trade Tax Credit will print for each Vehicle on the left-hand side of the printout.

To view this change, follow the path: *Right-Hand Menu in a Deal > Worksheet > Print Disclosure

Price Adjustment Description

Price Adjustments must have a description when they are added to a deal.

To view this change, follow the path: *In a Deal > Worksheet tab > Purchase > Price Adjustments

Vehicle Changes

Lot Removal After Ownership Change

When a Vehicle has been purchased and the Ownership is updated to Customer File status, the Lot is removed from the Vehicle record.

Create Menu Icons

Unique icons images have been added to the Create Menu list in a Vehicle record, making it easier to identify the type of action.

To see these changes, follow the path: *System > Vehicles > Find Vehicle > Select Vehicle > Select the Create Icon

Vehicle Hold: Add a Hold to the Vehicle

Sales Opportunity: Create a Quote/ Deal

Purchase Order & Service Order: Create a Purchase Order or Service Order

Parts Quote: Create a Parts Quote

Parts Invoice: Create a Parts Invoice

Appointment: Create an Appointment

Service Estimate: Create a Service Estimate

Make Ready: Create a Make Ready

Maintenance Changes

Sales Dashboard Column - Ownership Status

Users can add the column Ownership Status to the Sales Dashboard. The column will show the ownership of a Trade Vehicle whether it is Owned, Leased or a Lease Return.

To add this column to your Dashboard, follow the path: *Sales Dashboard > Right-click > Checkoff Ownership Status > Click Ok.

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Other Makes

Other Makes has been added as a fourth category to the Account and Control setups for Insurances, Fees, Protections, and Warranties. When a non-default Make is added to a Deal, the Accounts setups in Other Makes will pull into the Deal Posting screen.

To use this feature, follow the path: *Sales > Deal > Maintenance > Deal Setups > Insurances, Fees, Protections, and Warranties > Select the Item > Account > Other Make

Add Calc Type to Scenario Templates

Dealerships can add a Calc Type to Scenario Templates. When creating a new Deal, the Calc type will be based on the default Scenario. If there is no default Scenario set, Deals will default to Finance.

Note: This will replace the default Calc Type in the Sales Control File.

To use this feature, follow the path: *Sales > Deal > Maintenance > Advanced Setups > Scenatio Template > Select Template > CalcType

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Control Flag - Central CVR Folder

Central CVR Folder setting has been added as a Control Flag. When enabled, CVR logs will be saved into a central folder in the log file instead of in each serial log folder. Please contact PBS to have this feature turned on.

Warranty Columns

In Warranty Maintenance, the columns will arrange numerically then alphabetically.

To view this feature, follow the path: *Sales > Deal > Maintenance > Deal Setups > Warranties