You can quickly look up a customer’s contract, one of two ways: 


1. Select Tools > Contract Lookup from the left navigation menu.


 


2. Or select the Lookup Contract quick link button from the menu bar:

 

3. In the Contract Lookup dialog, select a value to search for contracts and then click Search:


 

Item

Description

Contract Number

Search by contract number associated with the deal.

VIN

Search by Vehicle Identification Number (VIN). Enter the first six numbers of the VIN or the entire VIN number.

Last Name

Search by the customer’s last name.

Producer Name

Search by the producer’s last name.

TRONIX Deal Number

Search by the TRONIX deal number assigned to this deal.


4. After clicking the Search button, TRONIX displays the contract search results. In the Contract # column of the table results, click on a contract number (blue hyperlink). 


 

Item

Description

Contract #

Displays the contract number associated with the deal.

TPA Name

Displays the name of the Third-Party Administrator associated with this contract.

Dealer

Displays the dealer associated with the contract.

Customer Name

Displays the customer’s last name.

Year

Displays the year of the car associated with the contract.

Make

Displays the make of the car associated with the contract.

Model

Displays the model of the car associated with the contract.

VIN

Displays the Vehicle Identification Number (VIN) associated with the contract.

Product

Displays the type of F&I product purchased.

Status

Displays the contract status, which can be one of the following:

 

  • Issued – A contract that has been delivered to the customer
  • Transmitted – A contract that has been placed on a transmittal
  • Paid – Payment has been received for contract and it was marked as Paid by the contract administrator.
  • Cancelled – A contract that has been cancelled by the customer resulting in either a full or pro-rated refund
  • Expired - The contract has been expired. The current date is greater than the Contract Expiration Date. 
  • Void – A contract that is associated with a deal that was unwound or fell through after being delivered
  • Deleted – A contract that has been “deleted”. We will never truly delete a contract, only change the status to deleted.

Sold For

Displays the sold for price of the contract.

Dealer Cost

Displays the dealer cost of the contract. 


Note: This will only display if your user has access to show dealer cost.


5. The Contract Lookup / Contract Details dialog will display where you can view contract details:



6. At the bottom of the Contract Lookup / Contract Details dialog, several buttons allow you to perform different functions:


Item

Description

Void

Click this button to void a contract and make it inactive. When you select this option, the following confirmation appears:

 


Note: If the deal has a valid GAP contract, it will also be voided and need to be reissued.

View Contract

Click this button to view the Print Preview dialog where you can view and print the contract paperwork.