Deals waiting to be finalized are listed in the Recent/Unpaid Deals dialog. At this point, you have created a new deal or completed a pending deal. You have delivered the paperwork to your customer, and you are ready to finalize the deal.
- To access recent/unpaid deals that are ready to be finalized, select Deals > Recent/Unpaid Deals from the left navigation men
2. The Recent/Unpaid Deals dialog appears:
3. From the Recent/Unpaid Deals dialog, you have two options:
|Summary - Change||Selecting one of these buttons displays the Deal Lookup / Deal Summary dialog. Here, you can review the deal details, unwind/void the deal, modify the deal, allow your customer to eSign the deal, reprint the deal for the customer’s signature, and more. For more information, see the next section "Using the Deal Summary Dialog to Finalize the Deal"|
|Finalize||Select this to mark the contract as finalized in the deal in the TRONIX system.|
NOTE: If you do not have all paperwork e-signed by the customer, you will receive a notification message. You can proceed with finalizing the deal and have your customer sign with ink.
Using the Deal Lookup/Deal Summary Dialog to Finalize the Deal
You can use these Deal Lookup/Deal Summary dialog to review the deal, unwind/void the deal, modify the deal, allow your customer to eSign the deal, reprint the deal for the customer’s signature and more.
To access the Deal Lookup/Deal Summary dialog:
- Navigate to Deals > Recent/Unpaid Deals.
- Locate the deal that you want to finalize in the Recent/Unpaid Deals table.
- Click Summary - Change to the right of the line item representing the deal.
- The Deal Lookup/Deal Summary dialog appears:
5. The Deal Lookup/Deal Summary dialog contains these panels:
Use this panel to select the F&I producer using the Select Producer drop-down menu. Then, click Update Producer to update the deal in TRONIX with the selected F&I producer.
|Issued Products||Use the various Issued Products panels to:|
6. The bottom of the Deal Lookup/Deal Summary dialog may contain any of these buttons. Read the descriptions carefully before making your selection:
|This is a Premium feature and may not be available. Click this button to open the Deal Jacket dialog, where you can upload and attach all of the paperwork attached to the deal.|
NOTE: All uploaded paperwork must be in PDF format.
|Modify Deal||You are requesting to modify this deal. All contracts will be voided and the product provider(s) notified. This will take you back to the New Deal Entry.|
|Unwind Deal||You are requesting to Unwind this deal. All contracts will be voided and the product provider(s) notified. You will need to provide an unwind reason.|
|Finalize||Click this button to mark the contract as finalized in the deal in the TRONIX system. The Finalize Deal dialog appears where you enter certain deal parameters and then finalize the deal. For more information see Finalize a Deal.|
|Print Summary||Click this to open a dialog where you can print a deal details summary.|
|Reprint All Contracts||Reprint all contracts in the deal.|
|Reprint Display Menu||Reprint the menu display and disclosure sheet.|
|eSign||eSign eligible documents. |