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training:lease_loan_master

INTRO System Five will write the Customer and Unit information to an XML document, launch Lease & Loan Master, and loads the information ready for you to enter the terms, licensing fees, interest rates, fees (ie: life /disability insurance), and any additional variables for calculating the monthly payments for the sale or lease of a vehicle.

Lease & Loan master will then take your calculations and present the information on the appropriate legal/financial documents.

Note: The integration will support up to 4 units on a single invoice.

SETUP

  1. Install Lease & Loan Master Software as per the instructions provided with the product.
  2. System Five provides the required “LeaseMaster” files in the Data Directory. Copy the sub-folder “XML” to the Lease Master installation directory (typically C:\Lease)
  3. Setup XML shortcut keys in System 5 Setup Wizard>Misc>XML shortcut keys
  4. Set Primary Contact in each customer record.
  5. Must have Wholegood inventory items set as Serialized Units in System 5

PROCESS

System 5

  1. Create Customer account and make sure primary contact is set.
  2. Create workorder, and sell new unit to the customer.
  3. After all items are entered on the invoice use XML shortcut keys (CTRL+Alt+1) to export the customer and unit information. This will also auto-launch LeaseMaster and auto-populate the customer and unit information.
  4. Enter appropriate variables as per instructions provided with LeaseMaster Software.
  5. Print appropriate legal documents.
training/lease_loan_master.txt · Last modified: 2013/11/14 15:18 (11 years ago) by tanya