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General
Setup
25
Station Recommendations
Spam Shield Pro Instructions
Incoming ADF Lead Support
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Email Setup
15
Setting up Android Mail
Setting up Gmail.com
Setting up IOS Mail
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Administrative
2
Next steps after workbook
End of Year: Recommended Reports and Articles to review
Best Practices
11
How do I get customers to my site
How do I keep customers on my site
How do I keep customers coming back
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Dealership Settings
10
Adjusting Dealership Hours
Archiving Accounting Data
Restricting Access to a Method of Payment
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Roles and Permissions
16
Administrator
Sales Manager
Parts Person: Default Permissions
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FAQ: parts
6
Searching for parts Inventory Management Overview
DX1 Fiche for DMS Overview
Parts Inventory Definitions
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FAQ: Parts Invoicing
4
Combining Parts Invoices
Adding a Parts or Service discount to an invoice
Unable to take a payment
See all 4 articles
FAQ Service
8
Service Invoice Overview
Refunding on hold and completed parts invoices attached to RO's ( from the Service Tile)
Service Warranty: how to turn an estimate into a warranty
See all 8 articles
FAQ Major units
3
Major Unit Inventory: main search screen overview
Major Unit Transfer: Multiple Location Dealerships
Major Units FAQs
FAQ customers + leads
3
Customers and leads definitions
Call Leads An Overview
Customer Status icon for Invoicing
FAQ Marketing
1
Marketing FAQ
Website FAQ's
3
TALONes™ DMS - DX1 Connector Setup
How to use Staff Builder
site analytics tile: Q&A
Custom Reporting
1
Custom Reports Overview
The New DX1 Help: An Overview
1
How to use the DX1 Submit an Idea Tool
User Administration
5
Adding a new user to DX1
Deactivating a current user
DX1 Billable User Explanation
See all 5 articles
Installed Tax Settings by Body Type
1
Installed Tax Settings by Body Type
Dealership Settings an overview
4
Dealership Settings Part 1: General Information and Major Unit Setting
Dealership Settings Part 2: F&I Products, Part Setting, and Manufacturer Vendors
Dealership Settings Part 3: Part Suppliers, Service Setting, and Time Clock
See all 4 articles
New employee: Recommended articles and videos
Parts Manager
1
Parts Manager: Recommended Videos and Articles
Service Manager
1
Recommended Articles and Videos
Sales Manager
1
Recommended Articles and Videos
Finance Manger
1
Finance Manager: Recommended Videos and Articles
Service Writer
1
Service Writer
Cashier
1
Cashier: Recommended Articles and Videos
Finance Person
1
Finance Person: Recommended Articles and Videos
Parts Person
1
Parts Person
Parts Receiver
1
Parts Receiver: Recommended Articles and Videos
Service Technician
1
Service Technician: Recommended Articles and Videos
Training Videos
Parts Videos
10
Searching Parts and Inventory Item Detail Screen Overview
Selling a part over the counter
Over the counter special order process
See all 10 articles
Service Videos
4
Adding parts to a repair order
Refunding parts attached to a repair order
Creating service invoice templates
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Major Unit Videos
3
Taking a trade in before the deal is complete
Adding customer cash back MOP
MU transfer out
Marketing + Websites
5
Adding a unit to listing inventory ( marketing customers only)
E bay Overview
How to build and send a newsletter
See all 5 articles
Lead Management
2
How to work an internet lead
Lead settings overview
Recent Changes and Enhancements
Verifone Gift Card
3
Polaris -Digital Lead Process
Recent Enhancements February 2021
Setup and adding a Major Unit Commission after a deal has been posted
The new DX1 App feature: Tabs
3
Overview of using the tabs in DX1
DX1 tabs: Parts Invoicing
DX1 tabs: service invoicing
Finance Fee and Adjusted APR for Major Unit Sales
0
Service Manager Pro
1
using Service Manager Pro within a Repair Order
Splitting Bulk Items
1
Splitting Bulk Items
Parts Quote Indicators
1
Parts Quote Indicator
New Reports 2020
1
Business Summary/Year Over year
Marketing enhancements 2020
3
How to create Showroom Appointments using our Event Calendar
Brochure Icon Now Available in Major Unit Detail, Major Unit Deal and Inventory Details
Leads Detail Page Update
Major Unit Quote: unit availability for dealers with more than one location
1
Major Unit Quote: Unit availability between multiple locations
Setting Cost + discounts based on price book cost
1
Setting Cost + discounts based on Price Book Cost
2 Way Text Messaging
1
Two Way Text Messaging
Year-to-Date Summaries
2
2021 Year-to-Date // Features, Upgrades, and Enhancements Summary
2022 Year-to-Date // Features, Upgrades & Enhancements Summary
BIN Location Enhancements 2021
0
Open Receipt/Popup Receipt Feature
1
Receipt Type Window Popup: An Overview
Major Units: Coming Soon
0
Updates to the Planner for Leads
1
DX1 Planner Updates
Internal Messenger
1
Internal Messenger
MSRP Lock FAQ
1
MSRP Lock FAQ
Keeping Sold Units on your Website
1
Keeping Sold Units on your Website FAQ
Customers + Leads
Adding Customers and Searching
7
How do I add a customer?
How do I add a Free Form Private Zip Code when adding a new customer?
What are the reformatting rules for phone numbers entered in DX1?
See all 7 articles
Leads for units sold though DX1
6
Working a lead from the internet to a major unit quote
How do I add a lead?
How do I schedule Follow Up Actions?
See all 6 articles
Lead Settings Tile
12
configuring media type / adsource
How do I setup an Automatic Lead Response using the default template?
How do I activate custom assignment rules
See all 12 articles
Sales Assistant ,Planner, and Finance Application tiles
5
Model Lookup
Compare Models
How do I manage overdue items?
See all 5 articles
Calls and Customer Reports tiles
4
How do I Create a Lead from a Call?
How do I View a Phone Lead Created from the Call Detail List?
How do I View Calls and Listen to Recordings?
See all 4 articles
Adding Discounts to Inventory
0
Parts and Accessories
General Inventory Questions
14
Where are my parts? Inventory Management Overview
Parts Inventory Detail Overview
Min/Max settings in Dx1
See all 14 articles
Parts Counter
14
Selling a part over the counter
Special Order process: Parts Counter
Picking up Special Order items from the parts counter
See all 14 articles
Parts ordering
10
Stock Parts ordering
Ordering List Overview
Updated Western Power Sports (WPS) Integration
See all 10 articles
Parts receiving
5
Receiving Parts with a PO
Parts Receiving: Receiving without a PO
How to Supersede a Part number while receiving
See all 5 articles
Parts Reports
4
How to Run a Parts Report
How to Schedule a Parts and Accessories Report
Recommended Parts Reports
See all 4 articles
Vendors + Vendor Returns
6
Adding a private vendor and catalog ( without accounting)
Vendor Return
Updating and Submitting a Previous Return with an RMA
See all 6 articles
Microfiche
7
HLSM Microfiche Integration for DX1 Browser Setup
PartSmart 10 Web Microfiche Integration for DX1 Browser Setup
DX1 Microfiche Server Install
See all 7 articles
Parts Definitions
3
Parts Person Only Role: Permissions Definitions
Parts Manager: Permission Definitions
Parts Receiver: Permissions Definitions
Rules and Reasons: Understanding how DX1 Works. Parts and Accessories
1
Splitting Bulk Items: Rules and Reasons
Service Department
Parts + Service
17
Part Requesting for Repair Orders
Refunding parts attached to RO's
Trash Icon for parts attached to Repair Orders
See all 17 articles
Warranty, Service Templates, Internal Service
6
Charge to Major Unit
Service Templates
Warranty Process in Dx1
See all 6 articles
Service Reports
6
How to Run a Service Report
How to Schedule a Service Report
Recommended Service Reports
See all 6 articles
Technician Timeclock
2
Using the Technician Time clock inside a Repair Order
Technician Time clock: Overview
Service Scheduling - How To Setup and Use in your Dealership
2
Service Scheduling - How to Setup in your dealership
How to Create Service Scheduler Appointments in DX1
Service: Role Permissions Definitions
2
Service Manager Role: Permissions Definitions
Service Writer: permissions definitions
Major Unit Management
Inventory Management: General Questions
22
Dx1 Major Unit Transfer Out Process
Rebates and Incentives
Major Unit Inventory: main search screen overview
See all 22 articles
Quoting and Selling a Major unit
4
MU Quote Part 1: Adding a unit to a quote (video)
Major Unit Quote Part 2: Taxes,Fees, incentives, Total Amount Due
MU Quote Part 3: F&I, Assembly Parts, Service, and OTDP
See all 4 articles
Receiving Major Units
4
Receiving without a PO
Ordering and Receiving a Major Unit with a PO
Price on Request
See all 4 articles
Major Unit Sales
10
Major Unit Sale: An Overview
Non - Inventory Quote Process
Service Invoice Enhancements within a Major Unit Quote or Deal
See all 10 articles
Major Unit Reporting
2
How to Run a Major Unit Report
How to Schedule a Major Unit Report
Major Unit Resources
2
Adding Flooring Estimates
DX1 Listing Inventory Mobile App Overview
Role Permissions Definitions
2
Sales Manager: Permissions Definitions
Finanace Manager: Permissions Definitions
Rules and Reasons: Understanding Major Units and DX1
1
Rules and Reasons: Transfering a unit out of DX1
Website
General
10
Making changes to Major Unit Inventory using Listing Inventory
Price Alerts
Adding Discounts or Charges for Units in Listing Inventory
See all 10 articles
Edit website
7
YouTube videos and your DX1 website
Adding an HTML module
Adding a page to a website
See all 7 articles
OEM Promotions
1
OEM Promotions FAQ
Survey and Testimonials
1
Survey and Testimonials
Rules and Reasons: Websites
1
Rules and Reasons: Slideshow Images
Website Training Webinar
1
Website Training Webinar End To End Users
Social Marketing + Craigslist and Facebook Marketplace
Inventory and Marketing
1
How to add “Monthly Payment” on a unit?
Newsletters + Email Blasts + Events
5
Subscribers and Subscriber Groups: An Overview
Building a Newsletter
Events
See all 5 articles
Craigslist
1
Posting to Craigslist
Posting units from a separate DMS
1
Posting Units to your DX1 hosted website from your connected DMS FAQ
Facebook and Twitter
1
How to display Vehicles Tab on your Dealership Facebook Page?
Accounting + Reporting + Commissions
Open/Close Cashier
4
How do I open a Cashier Station?
How do I assign an employee to a cashier station?
How do I complete a "Paid Out"?
See all 4 articles
Accounting Reports
11
Where are DX1 Accounting Reports?
Composite Reporting - BRP Trial Balance (BRP RISE)
BMW Financial Statement Generation
See all 11 articles
DX1 + Accounting Connector
22
Syncing Vendors
Account Setup for Trade In Changes
How do I set up AR customers in DX1 and QuickBooks Desktop?
See all 22 articles
Method Of Payments in DX1
8
How to turn on the Cashback Method of Payment
Charge To Method Of Payment
Selling a Gift Certificate
See all 8 articles
Assigning commissions after deal is posted
0
Accounting setup for Major Unit Transfer between multiple locations
1
MU Transfer between Locations - How it works
Quickbooks Desktop VS Quickbooks Online
1
QuickBooks Desktop vs QuickBooks Online
Time Clock
3
How do I setup the Time Clock?
How to clock in and out
How to view and edit employee time clock information
Accounting Mapping
6
Accounting Mapping for a new Manufacturer
Special Order items picked up after the unit is sold: understanding the journal entry process
Clearing AR to AP transfer process
See all 6 articles
Accountant Definitions
1
Definitions: Accountant Permissions
Creating AR Customers without QB
1
Creating Accounts Receivable Customers without QuickBooks
Reputation Management
Review Builder
1
How to use review builder
Best Practices
6
Best practices: Adding or removing Competitors
Best practices: Keywords and External Logins
Best practices: Adding social media accounts
See all 6 articles
E-Commerce
Setup: Shipping, Taxes, and Payment Gateway
6
Setting shipping options
Setup: Sales Tax
Setup: Payment Gateway
See all 6 articles
Catalogs
4
Adding inventory to a private catalog
Discounting parts
Import DX1 E-Commerce Orders Into Invoicing
See all 4 articles
E - Commerce Videos
3
E-Comm: Making a purchase through a E-comm site
Fiche discounts for groups
Reputation Management Tutorial Videos
E-Commerce FAQ
6
Current Supported Catalogs for CMP users
E-commerce and DX1
Activating PayPal for Online Shopping
See all 6 articles
FAQ
Data Distribution FAQ
2
cycletrader FAQ
Inventory On Demand FAQ
Time Clock FAQ
1
Employee Timeclock FAQ
Part Requesting: Service FAQ's
0
Cashier FAQ
1
Cashier FAQ
Vendor FAQ
1
Vendors FAQ
Parts FAQ ( videos)
Parts FAQ
0
Traffic Log Pro FAQ
Creating Email Templates
1
Creating email templates
Creating a manual lead
1
creating a lead
adding services
1
adding services
New to using a Dealer Management System? Click Here
Parts
5
Parts Inventory and DX1
Properties of a parts sale
Understanding Pickup of parts using DX1
See all 5 articles
Service
3
Understanding the Service module
The warranty process and DX1
Parts, Service, and Major Units: understanding requests
Major Units
2
F&I Products FAQ
Major Unit Inventory and DX1
Website E2E Dealerships
2
Websites and DX1: Inventory FAQ
Websites Module: FAQ
Website Only Customers
5
Adding units to listing inventory
Making changes to your showroom in marketing
Adding images to exisitng inventory (Marketing Only)
See all 5 articles
Leads and Customers
0
DX1 Webinars
Recordings
1
DX1 Webinar Recording – Updated Service Module (5/20/22)
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