Contract Lookup
Using the Tools menu, you can quickly lookup customer contracts by contract number, VIN, the customer’s last name, or the transmittal number.
- Select Tools > Contract Lookup from the left navigation menu.
2. In the Contract Lookup dialog, select a value by which 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 name (this is the person who entered the deal in TRONIX). |
TRONIX Deal Number | Search by the TRONIX deal number assigned to this deal. |
3. After clicking the Search button, TRONIX displays the contract search results, which contain these columns:
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:
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4. In the Contract # column of the table results, click on a contract number (blue hyperlink) to display the Contract Lookup / Contract Details dialog where you can view contract details:
5. 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. |
View Contract | Click this button to view the Print Preview dialog where you can view and print the contract paperwork. |
Edit | Click this button to edit contract the following details in the Edit Contract dialog: a. Customer First Name b. Customer Last Name c. Address 1/Address 2 d. City e. State f. Zip g. Lender h. Sold for Click Save Change to save your edits. |