AFG Technologies

Item

Description

Producer

The Producer field will default to your login but you can use the drop-down to select the finance producer selling the F&I products. 

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. 

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 the 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 any time: Factory OR Dealer Certified

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.

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 Phone

Enter the customer's cell phone number.

Preferred Language

Select the customer's preferred language in which forms will be printed for this 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 Date

Enter the date when the first payment on the vehicle is due.

Lender

Select 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 .

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.

Two fields are provided. Buy 1 is associated with Term 1 while Buy 2 is associated with Term 2.

Reserve

Enter 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 Term

Enter the lease term. Only available for the lease deal type.

Residual Value

Enter the value of the vehicle at the end of the lease term. Only available for the lease deal type.

Money Factor

Enter the money factor for a lease. The value cannot exceed 0.01667. Only available for the lease deal type.

Monthly Payment

Enter the monthly payment for a lease. Only available for the lease deal type.

Base Vehicle Price

Enter the base vehicle price of the vehicle.

Net Price

The net price of the vehicle before taxes and fees displays. Not editable.

Total Rebates

Enter the total amount of any sales rebates on this vehicle.

Tax/Title/License

Enter the total amount of tax, title, and license fees on the vehicle.

Down Payment

Enter the down payment amount the customer is paying towards the vehicle's purchase price.

Doc Fees

Enter 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.

Other

Enter a total for any other miscellaneous charges that are not defined by any other fields in this dialog.

Vehicle Amount Financed

This is auto populated based on previous entries. You cannot edit this field.

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).

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.

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.

Surcharges

Here 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. 

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.