Volume 2, Issue 12

July 19, 2002

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On Tracker

The weekly newsletter about being on Tracker.

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    (404)843-7955

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    (404) 843-5215
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    (404) 269-7265 
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Attaching A Finance Company to a Deal

First you need to create your Finance Companies in Tracker. To do that, go to the Sales drop menu, click on Edit Finance Co File, and Click on the Add Tab. Add all the finance companies that you do business with. You can include the address information, car/total profit calculation, and discount information. If you are going to have cash deals, add a Finance Company with the ID set to CASH and the Company Name left blank. Once you are done filling out the information, click on the Save button.

Now you are ready to attach the Finance Company. Open Sales and either Edit an existing deal or add a new one. Under the Client tab, click on the F&I&W tab, and click the drop down for Finance Co. This will allow you to attach the appropriate finance company. Click on the Save button and its attached.

You do not have to do this if the deal is BHPH (Buy Here Pay Here), as that means you are the Lien Holder.

If you need any help please call Tech Support at 800-543-8085.

  • Technical Support hours: Monday-Friday 9 a.m. to 7 p.m. Eastern Daylight Time and Saturday 10 a.m. to 3 p.m. Eastern Daylight Time.

  • 3.094 Tracker CD's are available on request. Please call 800-543-8085 and allow 10 business days for delivery.

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