Deal Records See Also

The "Deal Records" screen is accessed from the Main Menu by clicking the "Deal Records" button. The function of this screen is to help you quickly locate a deal by entering in a search criteria in the fields at the top of the screen. Fill in your search criteria and click the "Search" button and the list will filter out any non-matching deals. You can search by customer info, vehicle info, date range or all three. Once you locate a record it can be recalled to the Deal Editor screen by clicking the "Edit" button.

To store a new deal, click the "Add New" button which will open the "Deal Editor" screen and insert a blank deal record into your database. Now just work your way from left to right through all the tabs filling in all the fields along the way.