The Task List is a checklist defined by the system. Before you can Accept or Cap a deal, you must review the items on the Task List.
To review the Task List, use function Extended Detail Screen (74). The Task List will display. Review the tasks listed on the right side of the screen. If the task does not have the word “Completed” to the side, you will need to complete that task. Check to make sure you have entered the following information:
- To Accept a Deal
- Assign Inventory
- Enter Buyer Information
- Enter Trade Information (if applicable_
- Enter PDI Insurance (Proof of Insurance)
- To Cap a Deal
- All Requirements to Accept a Deal must be met
- The deal status must be “Accepted”
For a complete guide, please see the following article: https://www.arkona.com/website_09/support/wiki/index.php/Function_Extended_Detail_Screen/Task_List
Tags: Dealer Management System, DealerTrack, DealerTrack Customer Service, DealerTrack DMS, DMS
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Automotive News recently featured DealerTrack in the article below.
Don’t tell DealerTrack CEO Mark O’Neil that this year’s convention is sleepier than years past.
O’Neill said the dealer management system maker had to fly five additional sales people in from Salt Lake City Saturday because of customer demands for demos at the company’s exhibit.
“We had to bring people in,” O’Neil said as he waited for a conference room to clear of customers so he could conduct an interview.
That crush around DealerTrack and several of the IT vendors at the show contrasts with the smaller number of exhibitors this year and the absence of such biggies as GM.
DealerTrack is hawking a new vehicle inventory system that dealer personnel can get on their smart phones. DealerTrack has a special on DMS software that guarantees the company can cut a customer’s costs by 50 percent or DealerTrack pays for a free month of service.
The company brought 73 employees to Orlando, including 60 sales reps. They’ll be joined by the five reinforcements.
O’Neil said DealerTrack also booked four suites at a local hotel for customer demonstrations, some of which can take more than an hour.
Read more from Automotive News at http://www.autonews.com/article/20100213/BLOG06/100219927#ixzz0foTuE9Oc
Tags: Auto News, Automotive News, Dealer Management System, DealerTrack, DMS, NADA 2010
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The DealerTrack DMS Wiki login credentials are the same used to access the DealerTrack DMS. You will also need to enter your two or four digit Enterprise Code in the Enterprise box. This is a recent change; in the past, you may not have entered your Enterprise Code.
If your login credentials and Enterprise code are entered correctly but you still cannot access the Wiki, please contact the DealerTrack DMS Support Center at 877-357-9725×1. A Support Center Representative will ensure the Wiki has been properly set up for your store.
Tags: Dealer Management System, DealerTrack Customer Support, DealerTrack Wiki, DMS
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Your Account Routing will automatically transfer over from the previous year. However, you will need to re-enter your memo fields and employee counts for the new year in DealerTrack’s automotive dealer management system (DMS). In addition, if you have added accounts to your General Ledger that are not valid factory accounts, you will need to route them to the financial.
For a complete guide, take the following link: https://www.arkona.com/website_09/support/wiki/index.php/Year_End_Process_FAQs#How_Do_I_Prepare_the_Factory_Financial_for_the_New_Year.3F
Tags: Automotive dealer management software, automotive dms, DealerTrack Dealersuite, DMS, Factory Financials, OEM, Web-Based DMS
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The DealerTrack Dealer Management System DCS team has worked extensively with the manufacturers to accommodate any changes required for the 2010 Factory Financial statements. All OEM manufacturers have approved the statements, ensuring that the formatting and account mapping prepared by the DMS DCS team meet the factory standards.
To see the changes made to your 2010 Factory Financials in DealerTrack DMS, please take the following link:
https://www.arkona.com/website_09/support/wiki/index.php/Factory_Financial_Changes
Tags: Auto dealer management system, dealer management solution, DMS Software, Factory Financials, Web-Based DMS
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