Note Deal

Salesperson ID

     Upon entry into the Note Deal Screen you will be required to first input your Salesperson ID from the drop down box. Choose from the available list only as new entries cannot be made from this screen. Click "Next".

NoteDeal

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Note Deal

wizNoteDeal_2 (19K)

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Note Deal

Customer Information

     In the next screen you will be asked to enter all available customer information. If the customer is already in the database as an employee or customer the information will auto populate just by entering the Social Security Number. If the customer is not in the database already fill in all requested information.

wizNoteDeal_2a (21K)

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Note Deal

Insurance

     The law requires liability insurance when purchasing a new or used vehicle. Proof of that insurance is required at the time of purchase and should be entered into the database to continue with a note unless you choose "None" under coverage. Enter all required information.

     Note- The expiration date for the insurance must be a future date (see below) or you will not be allowed to continue with the note. Correct the entry and click on "Next".

     Note- It's generally not a good idea to let your employees sell vehicles to themselves as is shown in this image. These help pages were created with a fresh install of the CenturyABS demo. Once all the help pages are completed, these attached database will have enough information to correct these images and this warning will be removed.

wizNoteDeal_2a (21K)

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Note Deal

     The next screen will be the "Find Using Vehicle Description". Enter the available information to locate the vehicle that is being sold under the current note. Remember the more specific your information the smaller the list of choices you will have. Locate the vehicle in question from the results of your search and double click on the "Stock ID" number for that vehicle. The following window will open to show your selection. If this is correct click on "Next". If not you can search the inventory list again by clicking on the "Search Inventory" button and re-running your search query.


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Copyright © 2008



Note Deal

     After choosing the correct vehicle for purchase enter any vehicles that are to be used as trade-ins for this sale. Be sure to include all requested fields as the first vehicle included in the trade-in will be added to the contract. Entering the Credit and Payoff fields will give you the net trade-in value that is being applied to the contract. Click "Next".



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Copyright © 2008



Note Deal

     After clicking on the "Next" button you will be taken to the "Itemization of Amount Financed" window.

Itemization of Amount Financed

     Enter all applicable values for the particular sale. The deferred down payment option has a drop down box that allows you to choose standard fees for deferment into the note.

     Choose the applicable deferred fees, by pressing the "Options" button, once done selecting choices click back on the "Options" button to remove the drop down box.

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Copyright © 2008



Note Deal

Itemized Charges

     Fill in all applicable fees for itemized charges.


     The license fee has a drop down box that offers three different options. Choosing one of these options will default to the stored fee schedule required by the county for license fees. The "None" option will not add a fee for licensing and will make the field non-editable. The "Other" option will allow the license fee field to be manually entered. Click on "Next". This will take you to the "Payment Period" window to enter the payment schedule information.


All content contained herein is the express intellectual property of Century Subsidiaries, Inc.
Copyright © 2008



Note Deal

Payment Period

     From the drop down box enter the re-payment options for the specified note. This would include the following:

Click on your choice for this contract.

     Next, choose either the "Payment Amount Limit" or the "Number of Payments" option; in addition to other related payment settings.

All content contained herein is the express intellectual property of Century Subsidiaries, Inc.
Copyright © 2008



Note Deal

Contract Type

Contract Type offers the following options in a drop down box:

Sales Tax Deferred gives you the option to include the sales tax into the note.

Sales Tax Advanced requires the sales tax to be paid at the time of purchase.

APR Limit

APR limit allows you to choose the Annual Percentage Rate for the specified note.

Maximum APR: Sets the Annual Percentage Rate financed to the maximum allowed by law.

Custom APR Limit: Allows you to set the Annual Percentage Rate for the specific note.

Custom Effective Limit: Ask Peter


After entering all available choices click on "Figure" button. This will report the APR, Total Finance Charges, amortization schedule and repayment schedule and show them in the tabs titled:. Click on "Next".

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Note Deal

Contract Summary Review

From the contract review page you can still go back and edit any choices you have made. If you need to make changes click on the "back" button until you get to the window that you need to edit. If you are satisfied with the summary press "Submit".


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Copyright © 2008



Note Deal

Payment

The payment window will open. You must enter the money received equal to the down payment entered in the "Itemization of Amount Financed" screen. Click "OK".

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Copyright © 2008



Note Deal, continued

Payment

You will be asked the number of copies you want to print. Type the requested quantity (of copies) into the box and click "OK". The next prompt will ask you if you want more copies. If you do enter the required quantity in the field and click "OK". If you do not want more copies click "No" and you will be returned to the main menu.

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Copyright © 2008



Note Deal, continued

wizNoteDeal_7b (10K)

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Note Deal, continued

wizNoteDeal_7b (10K)

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Note Deal, continued

wizNoteDeal_7b (10K)

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Return to CenturyABS

All content contained herein is the express intellectual property of Century Subsidiaries, Inc.
Copyright © 2008