You are here: Settings > Managing Channels > View or Edit a Channel

View or Edit a Channel

  1. From the left navigation pane, click the Settings icon and choose Channels.

The Channels List page opens a list of current channels.

  1. Choose the channel you want to open.

The Channel Editor tab opens, and the Detail sub-tab opens by default.

The tabs you see vary depending on the channel type. The Detail and Notes tabs always appear, but the information on the Detail tab also varies depending on the channel type. In the following example, the tabs correspond to the Bookkeeping Company channel type. Also, the Detail tab contains accounting information.

  1. Edit any information, and click the Save icon .
ClosedAP Channels

See Managing Bookkeeping Companies.

ClosedAP Payment Methods

See Managing Bookkeeping Companies.

ClosedAR Payment Methods

See Managing Bookkeeping Companies.

ClosedBuyers Guide Defaults

ClosedChart of Accounts

See Managing Bookkeeping Companies.

ClosedClass Code Map

Class Code Map offers four sub-tabs. The default is Inventory, but it also includes Sales, Accounts, and Fast Map (used as a one-time setup).

See Managing Bookkeeping Companies.

ClosedGroup Members

ClosedInventory Defaults

You can specify the default expense class code as either Expense/Make Ready or Asset/Inventory Improvement based on the status of the vehicle.

ClosedLead Defaults

  1. Complete or change any default fields.
  2. Click Select User List to open the user list.

  1. Check the box next to the salesperson you want to include for leads information.

The Send Email and Send to Message Center checkboxes enable.

  1. Check the boxes for the communication methods you want the salesperson to receive for leads.
  2. Click Update.
ClosedLender Defaults

These defaults determine the information that pulls over into the deal worksheet.

The Arbitration and Recourse fields are available for the FEX Lender, Finance Company/Bank, and Sales Location/Branch channels.

See Decisioning.

ClosedSales Defaults

These defaults determine the information that pulls over into the deal worksheet.

ClosedSales Documents

See Creating Deal Document Packages.

  1. Click the document package link to view which documents are set for pre-selection when you go to print forms for that type of deal.
  2. Click the link to open the document list.

  1. Click the Add icon to add the document to the list.
You can add multiple documents or even multiple of the same document. Click Move Up or Move Down to change the list order. Click Remove to take it off the list.
  1. Click Save Document Package.
ClosedSeller Fees

These defaults determine the information that pulls over into the deal worksheet on the Taxes/Fees tab.

To edit fees

  1. Click the Edit icon .

The Edit Fee pop-up window opens. 

  1. Edit applicable fields, and click Update.

To add new fees

  1. Click the Add icon in the column header.

The Add Fee pop-up window opens.

  1. Complete the fields, and click Update.

To delete fees

  1. Click the Delete icon .

The Delete Fee pop-up window opens.

  1. Click Delete.
ClosedSeller Taxes

These defaults determine the information that pulls over into the deal worksheet on the Taxes/Fees tab.

To edit taxes

  1. Click the Edit icon .

The Edit Tax pop-up window opens.

  1. Edit applicable fields, and click Update.

To add new taxes

  1. From the left navigation pane, click the Settings icon and choose Channels.
  2. Choose Sales Location/Branch from the Channel Type drop-down menu and click the Search icon .
  3. Click the row for the desired sales location.
  4. Click the Seller Taxes tab.
  5. Click the Add icon in the column header.

The Add Tax pop-up window opens.

  1. Complete the fields, and click Update.

    This is no limit to the number of taxes that can be added. Dealers can create taxes to accommodate the various local, state, and federal tax requirements.

To delete taxes

  1. Click the Delete icon .

The Delete Tax pop-up window opens.

  1. Click Delete.
ClosedTax Info

These defaults determine the information that pulls over into the deal worksheet on the Taxes/Fees tab.

For Texas dealers only, the VIT in Inventory Tax Information section is included, which offers appraisal and collector information.

ClosedTax Packages

These defaults determine the information that pulls over into the deal worksheet on the Taxes/Fees tab.

Tip! While the system will return a state, city and county sales tax rate dynamically, the reality is that states, cities, and counties can have different tax variables. The system does not know the tax variable to use for the various states, cities or counties. It is recommended that you create state tax packages. The state rate should be a fixed tax rate. Then within each package, set up a dynamic city and dynamic county tax if applicable. If the taxes vary from city or county, then dynamic taxes may not be best case scenario. In those instances, it is recommended to set up individual taxes that you can select from or create multiple packages.

To edit taxes

  1. Click the Edit icon .

The Edit Tax Package pop-up window opens.

Check the Is Default Tax Package box to use this tax package as the default for deal worksheets.
  1. Edit applicable fields, and click Update Package.

To add a new tax package

  1. Click the Add icon in the column header.

The Create New Tax Package pop-up window opens.

Check the Is Default Tax Package box to use this tax package as the default for deal worksheets.
  1. Complete the fields, and click Update Package.

To delete a tax package

  1. Click the Delete icon .

A confirmation pop-up window opens.

  1. Click Yes.