How to Add Misc Items

  1. Click the VIN number located in the Vehicle Information box on the Transaction Sheet.

  1. If an add-on is needed, click the Add Misc/FET Exempt/Rebates button within the Vehicle Cost Calculation box.

  1. Click Add New Record.

  1. From the dropdown menu, select the appropriate item to charge the customer.

    • Flooring: Floor plan interest billed separately on the customer invoice.

    • Warranty: Extended warranty (purchased at time of sale or factory, if shown on factory invoice).

    • Body: Body installation

    • Surcharge

    • Tariff: Government tax (typically listed on the factory invoice, if applicable).

    • Misc: Any item that needs a separate line on the customer invoice and doesn't fit the other categories.

  2. Enter the amount in the PRICE column ONLY.

  3. A description is REQUIRED for the following misc types:

    • Warranty

    • Surcharge

    • Misc

  4. Check the following boxes:

    • Add To Price

    • Show On Doc

  5. Click Insert then Close.

  1. Repeat these steps to add any additional miscellaneous items.

** IMPORTANT GUIDELINES FOR MISC ITEMS ** 

  • Misc Items should typically only have an amount in the PRICE column.

  • The sole exception is when a vendor credit is anticipated, in which case the amount is entered in the COST field as a negative number.

  • NEVER have amounts in both the PRICE and COST fields simultaneously.