Accounting


Vendor: add, edit or remove vendor information 

Adding a private vendor and catalog ( without accounting) 


Time clock: Setup and edit of employee time clock entries

How do I setup the Time Clock?


Open/Close Cashier Station: User may open and close but not add a new station.


How do I open a Cashier Station?

How do I close a Cashier Station?


Flooring: User can set or edit terms for each manufacturer 

Adding Flooring Estimates


Accounting Reports 




Custom Report Model The user has access to the following customizable reports 


Service Sales Model 

Service Technician Model 

Customer List Model 

Lead List Model 


Customer 


Leads: User can access the leads tile 

Add Lead

How do I add a lead?


Tax Info: user can set a customer to tax exempt or tax percentage override


AR: Can toggle the AR customer toggle to the on position. Note: It is recommended to advise the accountant that a customer has been set up for AR so the the correct mapping can be done if possible before payment is taken. 


AR Payment: User can choose the AR Method Of Payment from the drop down.  


Garage: View, add, or edit the list of units found under the customer profile 


History: All purchase history for the customer 


Merge Customer : The ability to take multiple customer profiles and merge them into a single entry

Merging customers 


Encrypted Information 


Working Sales: view current or add new leads from the customers profile 


Closed Sales: View closed leads 


Garage: View all current units owned by the customer 


Scheduled Actions: Add or view any appointments 

How do I schedule Follow Up Actions?


Send Email 


Logbooks


Notifications/Assignments: 

Creating custom assignment rules 


Source Management: User is able to add customized ways that a customer heard about the dealership when doing a non internet lead ( example: customer heard about the dealership from a billboard ad) 


configuring media type / ad source


Lead Status Threshold:

Setting Lead Status Thresholds


Lead Setting: See link below for further details 

Lead settings overview 


Campaigns

How do I pull reports for previously sent campaigns?


Transfer Open Lead: User can assign the lead to another user

Transferring Open Leads


Finance Applications: Ability to view new and processed applications 


View/Print New and Processed Finance Forms



Calls: With the feature active user will be able to listen to messages from incoming leads 

How do I View Calls and Listen to Recordings?


Incoming Leads


Customer Reports: User has access to all customer reports under the customer tile EXCEPT for: 


Testimonial Report


Help


DX1 Help

Contact Support 

Announcements


MU


Sales Person: User will be the default sales person for quotes when logged into DX1


Show Profitability: From within a quote or deal, allows the user to click on Total Amount Due to see how much is being made on the deal. 


Sales: Access to the Sales tile 


Add/Remove Trade in from Inventory

Taking a trade in before the unit is sold 


F&I Sales: User has access in three different areas:


1. Within the quote or deal itself

2. Dealership Settings 

3. Within Inventory under F&I info for the model if applicable 


Click the link below for further details and process information 


F&I Products FAQ


Inventory List

Major Unit Inventory and DX1


Note: For the next few permissions, please refer to the link above


Ordering: 

Receiving Without a PO

Receiving with a PO 

Transfer into Inventory

Transfer Out of Inventory


Incentives: User has access in three areas


1. Within the quote or deal itself

2. Under the model info inside inventory

3. Edit/Create private incentives


Creating Private Incentives

Rebates and incentives


Packaging: The ability to sell a unit with a trailer as a package deal.  Note: the feature must be active in Dealership Settings.  For further information concerning Major units and defaults, click the link below 


Dealership Settings Part 1: General Information and Major Unit Setting


Model List/Information Model Type

Model Type 

Body Type


Major Unit Reports: User has access to all reports EXCEPT FOR:


Lightspeed Major Unit Sales History 

MU XML Data Fields 


Settings: User has access to the following areas.  See links below for further information. 



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


User DOES NOT have access to the following areas of Settings:


Email Domain 

DX1 fiche for DMS setting

Users 

Marketing

Network Access Setting

Install DX1 QuickBooks Integration 


Marketing


Newsletters: User can Edit/Create Newsletters, Email Blasts, and subscriber changes.  See related help topics below


Building a Newsletter

Subscribers and Subscriber Groups: an overview 

How do I pull reports for previously sent campaigns?


Events: User can Edit/Create Events associated with the dealership website. 

Events


Listing Inventory: User can make changes to inventory related to units on the dealership website. See the link below. 

Adding units to listing inventory


Website


Dealership Website


OEM Promotions: User can approve or decline OEM promotions

OEM Promotions FAQ 


Banner Builder

Creating a Custom Banner