Boat Sales Parameters
Boat Sales Parameters
The Boat Sales parameters control the defaults for how the module processes contracts, finance & insurance, accounting, and operational options.
Tab 1 Operational Options
Print Layouts - This group of fields contain the default layouts to print when in the associated areas of the module. The default layouts have been predefined.
Miscellaneous - This group of fields contain the operational settings for the module and can be changed as needed. The default operational settings have been predefined.
Tab 2 General Ledger
Income Accounts - This group of fields contain the default general ledger income accounts to use if the department code, or location code does not contain the needed information. The default accounts have been predefined.
Cost of Sale Accounts - This group of fields contain the default general ledger cost of sale accounts to use if the department code, or location code does not contain the needed information. The default accounts have been predefined.
Accrual Accounts - This group of fields contain the default general ledger accrual accounts to use if the department code, or location code does not contain the needed information. The default accounts have been predefined.
Other Accounts - This group of fields contain the default general ledger other accounts to use if the department code, or location code does not contain the needed information. The default accounts have been predefined.
Tab 3 Finance Information
Charges - This group of fields contain the finance terms, rates, and operational settings for the module and can be changed as needed. The default settings have been predefined.
Options - This group controls whether or not the encoded profit and commission should be shown on certain forms in the module and can be changed as needed. The default settings have been predefined.
Programs - This group contains the F&I commission program to use when calculating salesperson commissions. The default program has been defined.
Codes - This group of fields contain the financial institution, insurance, and warranty codes for the module and can be changed as needed.
Customer Finance Information - This group of fields contain the settings for the customer finance information tab on the quote and contract and can be changed as needed. If the item box is selected the associated information will appear on the tab.
Credit Reports - This group of fields contain the interface information for the Credco credit report interface. For additional information or to interface to Credco contact [email protected]
Tab 4 Email Addresses
Codes - This group of fields contain the email addresses to notify whenever a rigging request or contract purchase order request has been generated from the sales contract. Multiple addresses can be entered separated by a semi-colon and can be changed as needed.
Tab 5 Trade-in Appraisal Info
Appraisal Grid - This tab contains the list of default list of appraisal items that are required and option when printing an appraisal form for trades. Additional items can be added as needed. The default items can also be renamed to fit your company's terminology.and warranty codes for the module and can be changed as needed.
Tab 6 Multi-location Info
Multi-location Information - This group of fields contain the inter-company unit inventory transfer settings. This tab is only utlilized when there are multiple databases and inventory is owned by one company, but stocked and sold at another. If required this tab will be maintained by your representative during implementation.