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Staff guide

LotDesk at Demo Auto Sales: everyday jobs

1Take a payment

  1. Press Ctrl+K (or the search button) and type the customer's name.
  2. Open their account and press Take payment.
  3. Check the amount, press Post payment. The receipt opens; print it.

2Close the day

  1. Open End of day.
  2. Count the cash in the drawer and type the total.
  3. Press Close the day. Any difference shows right away.

3Customer is behind

  1. Open Collections. The most behind are at the top.
  2. Call or text from the list.
  3. On their account, press Log contact and write down any promise to pay.

4Check in a car

  1. Open Inventory and press Check in vehicle.
  2. Type or scan the VIN. Year, make, and model fill in.
  3. Add the price you paid and any recon work, then press Check in vehicle.

5Sell a car

  1. Open the car and press Sell this vehicle, then pick the buyer.
  2. Set the price, down payment, and terms, then press Complete sale.
  3. Print all the paperwork, and tick off the Closing checklist as you go.

6Add papers to a deal

  1. Open the deal. In Deal folder, tap the missing paper.
  2. Take a photo of it with your phone, or pick a file.
  3. It is saved and encrypted right away.

Good habits

  • Use your own login. Never share it or write it down by the computer.
  • Lock the computer when you step away (Windows key + L, or Control + Command + Q on a Mac).
  • Took a payment by mistake? Ask a manager to void it. Do not post a negative payment.
  • See a question mark next to a title? Tap it for a short explanation.

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