Index How-To Guide
How to Add Company Details
Navigate to Company Configurations > Company Profile > Profile tab. Fill in the required fields such as Company Name, Email, Website, Country, Preferred Currency, Time Zone, and Contact Details. Click Save to store your company profile.
How to Configure a New Lender for a Dealer
Go to Dealer Configurations > Lender Management > Lenders tab. Select a dealer from the drop-down. Click Import Lender, choose a provider with active integration, and complete the pre-filled drawer with finance types, rates, and status. Click Import to finish setup.
How to Define a New Rate Chart
Go to Pricing Configurations > Charts. Click Add New Chart, provide chart name, type, applicable asset class, and duration range. Add slab entries with rate and residual values. Click Save to create the chart.
How to Set Up a New Lending Program
Navigate to Pricing Configurations > Programs. Click Add New Program and define program name, type (lease/finance), and linked chart. Assign applicable dealers, fees, and checklist. Save the program to enable it.
How to Add a New Dealer
Go to Dealer Management. Click Add Dealer and enter dealer details like name, address, contact information, and domain. Configure status and preferred finance type. Click Save to register the dealer.
How to Add an F&I Individual Product
Navigate to Dealer Configurations > F&I Management > Individual Products. Click Add New Product, enter product code, name, description, provider, and markup. Attach media files and select applicable finance types. Enable the product and click Save.
How to Bundle F&I Products
Go to Dealer Configurations > F&I Management > Product Bundles. Click Add New Bundle, name the bundle, and add a description. Select multiple existing F&I products and add pricing details, media, and status. Click Save to activate the bundle.
How to Upload Inventory Units
Navigate to Inventory Management. Click Upload Inventory and use the provided template or bulk upload file. Fill in unit details like VIN, odometer, color, and price. Submit to upload and manage listings.
How to Configure Required Documents
Go to Program Setups > Checklist Configuration. Click Add Checklist, name the checklist, and list required documents (e.g., ID proof, insurance, address verification). Associate the checklist with a program under Pricing Configurations. Click Save.
How to Set User Roles and Permissions
Navigate to User Management. Click Add New User, input user details and assign a role from pre-defined access levels. Set status to Enabled and save the profile. Use the Edit option later to update permissions.