What it is: Opens this guide menu -- every step-by-step guide for the whole program is inside.

Why it matters: You can get help on any section or feature at any time, without leaving your deal.

How to use it: Click the User Guides button. Pick a guide from the left menu. Read the instructions. Close the guide when done -- your deal is still there.

What it is: The agent (salesperson) management panel. Add new agents, edit existing ones, or deactivate agents who no longer work at the dealership.

Why it matters: Every deal is linked to an agent. Agents must exist in the system before they can be selected on a deal or agreement.

How to use it:

1. Click Agent Mgt.
2. To add: fill in the agent name and email fields at the top, then click Add Agent.
3. To edit: select the agent name from the dropdown, change the info, and click Save.
4. To remove or deactivate: select the agent and click Delete or set their status to Inactive.

What it is: Puts the form into Add Inventory Mode so you can save a new vehicle to your cloud inventory without starting a buyer deal.

Why it matters: Saving vehicles to inventory first makes it faster and safer to run deals later -- you load the saved record instead of typing the VIN, year, make, and price every time.

How to use it:

1. Click Add Inventory. The form switches to inventory-add mode.
2. Enter the stock number, VIN (use the Decode button to auto-fill year/make), odometer, color, condition, and asking price.
3. Click Save Veh in the Section 3 action row.
4. Confirm the success message. The vehicle is now in your Digital Showroom.
5. Click Quit Adding to return to normal deal mode.

What it is: Opens the Digital Showroom -- a searchable table of all active (unsold) vehicles in your cloud inventory.

Why it matters: Lets you browse, search, and load any stocked vehicle into the deal form in seconds. Also lets you post any vehicle directly to Facebook Marketplace.

How to use it:

1. Click View Inventory. The Digital Showroom opens.
2. Use the search bar to filter by Year, Make, Model, VIN, or Stock Number.
3. Click Load Deal on a row to load that vehicle into the form automatically.
4. Click Post to FB on any row to copy a ready-made Facebook Marketplace listing and open Facebook in a new tab (see #10 below for details).
5. Click the red X to close without loading anything.

What it is: The central settings panel for your dealership. Controls default fees, taxes, QuickBooks connection, export options, and user agreement management.

Why it matters: Settings set here automatically apply to every new deal, so you do not have to re-enter common fees and tax options each time.

How to use it:

1. Click Default Settings Mgt.
2. Navigate the tabs (Fees, Taxes, QuickBooks, Export/Backup, Agreements) to find the setting you want to change.
3. Make your changes and click Save Defaults.
4. Changes take effect on the next new deal.

What it is: Opens the Reports panel with tabs for Sales, Profit, Agent Performance, Inventory, Floor Plan, and more.

Why it matters: Gives you a real-time financial picture of your dealership -- how many cars you sold, how much you made, which agents are performing, and what carrying costs are building up on floor-planned units.

How to use it:

1. Click View Reports.
2. Select a report tab at the top of the panel.
3. Review data in the table. Some reports let you filter by date range or export to Excel.

What it is: The internal management dashboard for completed deals and current inventory costs. Shows wholesale cost, transport, recon, and gross profit for each unit.

Why it matters: Lets managers track true profitability on every vehicle, not just the sale price. Also lets you export sold and inventory data to Excel.

How to use it:

1. Click Go To Back Office.
2. Use the Sold tab to review completed deal costs and profit.
3. Use the Current Inventory tab to enter or update vehicle costs before the unit sells.
4. Use the export button to download the current view to an Excel spreadsheet.

What it is: A quick-access panel listing all floor plan lender contact information stored in your system.

Why it matters: When you need to call or email a lender about a floorplan payoff or curtailment, the contact info is right here -- no searching through old paperwork.

How to use it: Click Lender Directory, find the lender in the list, and use the phone or address shown to make contact.

What it is: Signs the current agent out of the application.

Why it matters: Always log out on a shared computer so the next user cannot access your deals or agent identity.

How to use it: Click Log Out. The app returns to the login screen. Your deal data is never lost -- it is saved in the cloud.

What it is: A one-click button that builds a complete, ready-to-paste vehicle listing for Facebook Marketplace and opens the Facebook Marketplace vehicle listing page in a new tab -- all at once. No typing required.

Why it matters: Facebook Marketplace is one of the most popular free platforms for small and independent dealers to advertise vehicles. This feature lets your agents post any vehicle in under a minute, directly from the inventory they already have in the system.

The Post to FB button appears in two places:

• Section 3 action row -- when a vehicle is loaded in the current deal form. Use this to post the vehicle you are actively working on.
• Digital Showroom (View Inventory) -- on every row of your inventory table. Use this to post any vehicle from your stocked inventory without loading a deal.

1. Make sure the vehicle is saved to inventory (VIN decode populates the trim level automatically).
2. Click Post to FB -- either from Section 3 on a loaded deal, or from a row in the Digital Showroom.
3. The listing text is automatically copied to your clipboard. The button briefly shows "Copied!" to confirm.
4. At the same moment, Facebook Marketplace vehicle listing page opens in a new browser tab.
5. On Facebook, fill in the vehicle category, price, and location fields (Facebook requires these directly).
6. Paste (Cmd+V on Mac, Ctrl+V on Windows) the copied text into the description field.
7. Add your vehicle photos.
8. Click Publish on Facebook. Done.

What it is: A live filter box at the top of the ledger.

Why it is important: Helps you find a deal in seconds in a large ledger.

How to use it: Type part of the buyer name, stock number, or VIN. The table updates as you type.

What it is: Loads the saved payload from that deal row back into the main deal form.

Why it is important: Lets you edit or reprint without rebuilding the deal manually.

How to use it: Click Load Form on the correct row. Confirm fields load, then review top-to-bottom before previewing again.

What it is: Voids a finalized deal in the ledger and returns the vehicle to Available inventory.

Why it is important: Gives managers a formal correction path for canceled deals and keeps inventory status accurate.

How to use it: Click Unwind, read the warning carefully, and confirm only if the contract must be voided.

What it is: Closes the Completed Deals Ledger modal.

Why it is important: Lets users exit quickly without changing anything.

How to use it: Click the red X in the top-right corner of the ledger modal.

What it is: A profit-and-loss summary by month. It shows units sold, revenue, costs, and gross profit.

Why it matters: It tells you if the dealership is making money and which months are strong or weak.

How to use it: Open Monthly P&L, choose a period, review the KPI cards, then print or export for your accountant.

What it is: A report that shows how long each vehicle has been in inventory.

Why it matters: Older units tie up cash and usually need pricing changes or faster marketing.

How to use it: Open Inventory Aging, sort by highest days in stock, then create an action list for old units first.

What it is: A list of sales activity, including deals closed in the selected time range.

Why it matters: It shows sales pace and helps you compare performance across days, weeks, and months.

How to use it: Open Sales Activity, filter by date, check volume and trends, and share results in sales meetings.

What it is: A report of commissions earned by each agent based on completed deals.

Why it matters: It keeps payroll fair, transparent, and easy to verify.

How to use it: Open Commission Detail, set the pay period, verify each agent total, then export for payroll processing.

What it is: A tax summary report for deals in your selected period.

Why it matters: It helps you prepare tax filings and avoid underpaying or overpaying.

How to use it: Open Sales Tax, choose the filing period, compare totals to your records, and export for your tax folder.

What it is: A deal-level summary showing key numbers and information for each sale.

Why it matters: It is great for quick audits, manager review, and spotting data-entry mistakes.

How to use it: Open Deal Recap, find a deal by date or stock number, and use the recap during review or troubleshooting.

What it is: Money still owed to the dealership from open balances.

Why it matters: Unpaid balances hurt cash flow. This report helps you collect faster.

How to use it: Open Receivables, sort by oldest balances first, and follow up with customers or lenders.

What it is: Deals sent to lenders but not funded yet.

Why it matters: It helps you track funding delays so cash is not stuck.

How to use it: Open Contracts In Transit, check age by contract, and contact lenders on delayed funding items.

What it is: Reconditioning and prep costs by vehicle (service, parts, detailing, and more).

Why it matters: High recon costs can erase profit, even when sale price looks good.

How to use it: Open Recon Costs, compare units with high spend, and adjust buying/pricing decisions.

What it is: A report for floor-plan financed units, including due dates and risk level.

Why it matters: It helps you avoid late fees, curtailment issues, and interest surprises.

How to use it: Open Floor Plan, review warning/critical units first, then schedule payoff or price actions quickly.