It is important that you complete the initial steps in order when beginning a new deal. This is especially important when entering the finance information in step 1 of the process. Completing the steps out of order may cause unpredictable results or loss of some important information such as vehicle pricing or costs. As a general rule, you should move through the screens and boxes in the order they are numbered or in the order they appear on the screen. Following this rule will make your data entry quick and easy.
Step 2: Enter the buyer's information
Step 3: Enter the vehicle information
Step 4: Enter the trade information
Step 5: Enter the lienholder information
You may also edit an existing deal by following the same screens. However, instead of beginning a new deal, you will load an existing deal from the database. This is described in the same section as Step 1 above.
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