Deal States

A deal moves through several states in TRONIX, including:

  • New - This represents a new deal created in TRONIX. 
  • Pending - A new deal becomes a pending deal when you have entered all required information and click Continue or Save as Pending. A pending deal has not yet been delivered to the customer or finalized in TRONIX. For more information, see Deals > Pending Deals.
  • Recent/Unpaid - A deal becomes a Recent/Unpaid (delivered) deal when you print and deliver the paperwork to the customer. For more information, see Deals > Recent/Unpaid Deals
  • Finalized – A finalized deal means the F&I product contract was delivered to the customer, funded by the lender, and submitted to the TPA.

Start a New Deal

You can get to the New Deal entry by selecting one of these two options:

  • Select Deals > New Deal from the left navigation menu:

 


  • Or select the New Deal quick link button from the menu bar:



DMS Integrated dealers: If your store is integrated with a DMS in TRONIX, a Start a New Deal dialog will appear. Enter the DMS deal/stock number used to track this deal and hit Submit or select Manual Entry to manually enter the vehicle, customer, and deal information in TRONIX.



If your store is not integrated with a DMS, the Start a New Deal dialog will not appear and you will automatically enter the New Deal Entry page.


New Deal Entry


In the New Deal entry, you will begin the process of creating a new deal. The New Deal entry contains three panels: 

  • The Vehicle - allows you to enter details relating to the vehicle. See The Vehicle Panel for more details.
  • The Customer - allows you to enter details relating to the customer. See The Customer Panel for more details. 
  • The Deal - allows you to enter details relating to the deal itself. See The Deal Panel for more details. 


The Vehicle Panel


1. In the Vehicle panel, enter details about the vehicle associated with the deal. 



Item

Description

Producer

Enter the name of the finance producer selling the F&I products. This is you. 

Vehicle Purchase Date

Enter the date of the vehicle purchase. This field will default to today’s date. 

In-Service

Defaults to vehicle purchase date but is used in conjunction with the Factory Certified Vehicle flag. Enter the date when the original car warranty started on the vehicle when it was first purchased as a new vehicle. The in-service date should not be confused with when the vehicle was originally manufactured. Instead, it is the date when the first consumer drove the vehicle off the dealerships parking lot. 

VIN

Enter the Vehicle Identification Number.

Mileage

Enter the vehicle’s mileage at the time of this deal.

Factory Certified?

Check if the vehicle is a factory certified vehicle. This will return available factory certified wrap programs from your contract administrator.

Dealer Certified? 

The dealer certified checkbox is only available for dealer certified enabled dealers.


Check box if the deal is dealer certified.


Note: Only one certified option can be selected at a time: Factory OR Dealer

Sale Type

Select the sale type. Your choices are:


Consumer - select this sales type if the customer is making the purchase for himself/herself as an individual.

Commercial - select this sales type if the customer is making the purchase for his/her organization for commercial use. 

Vehicle Type

Select the vehicle type. Your choices are:


New - select this option if the vehicle is new.

Used - select this option if the vehicle is used.

Deal Type

Select the deal type. Your choices are:


Cash – select this deal type if customer is a cash purchaser.

Finance - select this deal type if the customer is financing the vehicle.

Lease - select this option if the customer is leasing the vehicle.

Product Only - select this deal type if the customer is only purchasing an F&I product (not a vehicle).

 

Note: Required fields are denoted with a red asterisk.


The Customer Panel


2. In the Customer panel, enter the customer’s information. 



Item

Description

First Name

Enter the customer’s first name.

Last Name

Enter the customer’s last name. 

Address 1 and Address 2

Enter the customer’s mailing address. This must be a physical address.

Use the second field if the address is lengthy. 

City

Enter the customer’s city of residence.

State

Enter the customer’s state of residence.

Zip

Enter the customer’s zip code.

County

Enter the customer’s county of residence.  

Email

Enter the customer's primary email address.

Phone

Enter the customer’s daytime phone number.

Evening Phone

Enter the customer’s evening phone number.

Cell PhoneEnter the customer's cell phone number.
Preferred LanguageSelect the customer's preferred language in which forms will be printed for this deal.

 

Note: Required fields are denoted with a red asterisk.


Add a Co-Buyer


You can add a Co-Buyer to a deal by selecting the Add Co-Buyer button in the top-right corner of The Customer panel. 


 

This will display a new Co-Buyer panel with the same fields required for the buyer. Enter the co-buyer's information or click Cancel Co-Buyer to dismiss the Co-buyer panel.



The Deal Panel


3. In the Deal panel, enter details relating to the deal. 



Item

Description

Deal Number

Enter the internal or DMS deal number that your dealership uses to track this deal.

Stock Number

Enter the number that your dealership uses to track this vehicle in inventory.

MSRP / NADA

Enter the Manufacturer's Suggested Retail Price or NADA value.

Sales Person

Enter the name of the sales person making this deal.

Sales Manager

Enter the name of the sales manager in charge of this deal.

Contract Purchased

Enter the contract purchase date. This field will default to today's date.

First Payment DateEnter the date when the first payment on the vehicle is due.
LenderSelect a lender for this deal. To view details about the lender, click the View button. To Add a lender, see Add a Lender in New Deal on this page for more details.
Term 1
Term 2
Select the financing term in months. For example, 60 months for a five-year financing period. Two fields are provided for term options from the lender.
APR 1
APR 2 
Enter the Annual Percentage Rate. Two fields are provided. APR 1 is associated with Term 1 while APR 2 is associated with Term 2.
Buy 1
Buy 2
Enter the Buy Rate. This is the interest rate the lender charges the dealer for a loan. The dealer can then sell the loan to the customer for the same
or a higher rate. This rate is called the Contract Rate. The lender pays the dealer a fee based on the difference of the two rates.

For example, the lenders buy rate to the dealer is 10%. The dealer then charges the customer 12% (the Contract Rate) for the loan.
When the loan is funded to the dealer the lender will pay an additional fee amount based on the 2%.

Two fields are provided. Buy 1 is associated with Term 1 while Buy 2 is associated with Term 2.
ReserveEnter the fee that the lender pays to the dealer. A fixed reserve is a straight dollar amount fee. For example, the lender on this deal may pay the dealer $500 for every loan that the dealer does with the lender.
Lease TermEnter the lease term. Only available for the lease deal type.
Residual ValueEnter the value of the vehicle at the end of the lease term. Only available for the lease deal type.
Money FactorEnter the money factor for a lease. The value cannot exceed 0.01667. Only available for the lease deal type.
Monthly PaymentEnter the monthly payment for a lease. Only available for the lease deal type.
Base Vehicle PriceEnter the base vehicle price of the vehicle.
Net PriceThe net price of the vehicle before taxes and fees displays. Not editable.
Total RebatesEnter the total amount of any sales rebates on this vehicle.
Tax/Title/LicenseEnter the total amount of tax, title, and license fees on the vehicle.
Down PaymentEnter the down payment amount the customer is paying towards the vehicle's purchase price.
Doc FeesEnter total amount of documentation fees added to the purchase price.
Net Trade 1
Net Trade 2

Enter the total amount of the customer’s trade. 

Use Net Trade 2 if they are trading multiple vehicles.

OtherEnter a total for any other miscellaneous charges that are not defined by any other fields in this dialog.
Vehicle Amount FinancedThis is auto-populated based on previous entries. You cannot edit this field.


4. Once all required information is entered in the panels, click Continue at the bottom of the New Deal entry. 


Note: Clicking Continue saves your previous entries and places the deal in the Pending Deal list.


5. After you continue from the New Deal entry, a Deal Factors dialog will appear. Enter the following information: 



Item

Description

How long do you plan on keeping the vehicle?

Dropdown select the length of time in years the customer typically keeps a vehicle. 


Note: This question will drive the coverage terms displayed in the menu.

How many miles do you drive annually? 

Enter the number of miles per year the customer drives.

What is your targeted monthly payment? 

Enter customer’s targeted monthly payment.

What selling style do you want to present? 

Select the selling style you wish to present: Traditional or Deductive.


Traditional - This is the default selling style in TRONIX. It contains one-to-four package menus.

Deductive This is a single package menu that is an app-based presentation on a tablet that allows the customer to create their own custom set of products. (This is a premium feature and available to select dealers only).

Ok 

Click Ok to save your changes and proceed to the Menu display.

Cancel

Click Cancel to cancel out of this dialog without saving your changes.

 

Traditional Menu Display 


After you have proceeded through the Deal Factors dialog, the New Deal/Traditional Menu entry will display. You can click the +/- icon to expand/collapse each panel to view their details:



The New Deal/Traditional Menu entry contains two additional panels:

  • Menu Preference - allows you to view menu templates and update finance and loan information.
  • Packages - contains product packages for you to build a menu display to present. 

 

Menu Preference Panel


In the Menu Preference panel, you can view the current menu template and make changes to how product pricing is displayed on the menu and disclosure sheets. You can also update loan and deal information.



Item

Description

Current Menu Template

Displays the current menu template. Use the Select Different Template drop-down to choose an available template based on deal type selected. 

Menu View Options

The Menu View section controls what is displayed on the printed menu sheet. Defaults are set in the Package Name Set in Menu Templates. 
  • Show Full Product Prices – displays the full price of each product.
  • Show Total Payment Only – displays the total payment of the product only.
  • Do Not Show Product Pricing – hides the total product pricing. 
  • Show Cost Per Month – displays the cost per month for the product. 
  • Show Cost Per Week – displays the cost per week for the product. 
  • Show Cost Per Day – displays the cost per day for the product. 

Disclosure View Options

The Disclosure View section controls what is displayed on the disclosure sheet. Defaults are set in the Package Name Set in Menu Templates. 
  • Show Product Cost Per Month – displays the product cost per month. 
  • Show Product Cost Per Week – displays the product cost per week. 
  • Show Product Cost Per Day – displays the product cost per day. 

Loan & Deal Variable Information

Use the Loan & Deal Variable Information to enter or make changes to details relating to the loan and deal.

 

Menu Display - Selecting Product Packages


6. Use the Packages panel to select the F&I products to present. Within each package, you can click the arrow toggle buttons next to each product to easily expand/collapse to view product details. It will display which coverage, term and deductible is being presented for the product. 




7. Click the blue product name in the Product column to open the Edit Vehicle Service Contract modal, where you can view and edit F&I product details. Depending on the F&I product you select, the name and contents of this modal will vary. This example is for the VSC product:



 

Item

Description

Month (Term)

Drop-down select from a list of available terms (in months).

Mileage

Drop-down select from available mileage bands.

Deductible

Drop-down select a deductible amount for service contract claims.

SDC (Show Dealer Costs)

This is a permission-based function and not all users will have the ability to show dealer cost.


If selected, additional information such as Dealer Cost and Profit will display. To disable this feature, simply click the SDC button again. You can also activate this button on the New Deal/Traditional Menu entry.


IMPORTANT: Avoid showing your customer this information, which includes dealer vs customer costs for F&I products.

Sales Price Override

This is a permission-based function and not all users will have the ability to override price.


Click the pencil icon next to the contract total to display the Sales Price Override modal.


You will need to provide an override reason and override price and then click Submit.


SurchargesHere are some of the various surcharges offered:
  • Reducing Deductible - select this check box to place a reducing deductible on the service contract. Over time, the deductible will go down. 
  • Commercial Use - select this surcharge if the vehicle will be used for commercial purposes. This surcharge option will display if you select commercial use as the sale type in the vehicle panel. Note: If you forgot to select Commercial Use, select Back to take you back to the New Deal entry where you can select it under Sale Type.
  • Luxury Package - select this check box to cover the factory-installed GPS navigation system (not including programming or updates), TV, VCR/DVD players, key fobs, Bluetooth devices and Onstar® Unit.
  • Emission Coverage - select this check box to cover emission-related defects. 
  • Liftkit - select this check box to cover an installed lift kit. 

 

8. Click Save to save changes or Cancel to exit and return to the New Deal/Traditional Menu. 


9. Once all product selections have been made, click the Select button associated with the F&I product package to be delivered. The button will turn green, indicating your choice. 



Note: If your dealer is Paylink enabled, check the box next to eligible products. See How to use Paylink in Tronix for more details.

 

10. Choose one of the following options at the bottom of the Traditional Menu:



Item

Description

Back

Click this button to return to the New Deal entry page where you can change information related to the deal.  

Save As Pending

Click this to save the deal as a pending deal. You can finish it later by navigating to Deals>Pending Deals

Display Menu

Click this to display the menu sheet and print for presentation to your customer.  

Deliver Deal

Click this to save the information you have entered and continue to deliver the deal. 


11. Once you have selected Deliver Deal, review the Deal Details and click Continue.



12. A Deliver Deal dialog will display stating that contracts will now be issued. Select Deliver to deliver the deal or Cancel Delivery to return to the New Deal/Traditional Menu.



Note: If your dealer is eSign enabled, an eSign dialog will appear asking if you want to eSign eligible documents.


13. Use the Documents Viewer screen to print or download the delivered contracts. Once you have completed this step, select Done.



14. The Deal Summary will display. You can use the Deal Lookup / Deal Summary after a deal has been delivered to review the deal, modify or unwind, and more. Click the +/- to expand or collapse the panels. 



 

Add a Lender in New Deal


If you need to add a new lender without saving and exiting the deal, you can use the Add button n the Deal panel of the New Deal entry. 

 

 

The Add New Lender dialog appears, where you can enter details to set up a new lender in TRONIX:



Item

Description

Lender Name

Enter the name of the lender that is financing this deal.

Lender Address

Enter the lender’s street address.

City, State, Zip

Enter the lender’s city, state, and zip code. 

Phone 

Enter the lender’s primary phone number.  

DMS Lender Code

Enter the lender’s Dealer Management Solutions (DMS) lender code. 

Lender Affiliation

Select the lender’s affiliation. Some lenders have specific contracting and/or form requirements. If you see the lender’s affiliation in this drop-down list, select it. If you do not see it, select None. 

Finance Reserve Percent

Enter the finance reserve percentage. This is the fee that the lender pays to the dealer for every deal.  

Finance Reserve Method

Select one of the available finance reserve methods. Default selection is None, but you can choose the Difference method or Ratio method.