The whole structure on one screen
- Cash, finance or lease, with payment frequency and a first-payment date inside the window your lender allows.
- Trade-ins — including more than one on a deal — with the payoff, the allowance and the tax credit handled.
- Taxes and fees resolved from your own configured rules.
- F&I products presented as a menu, with each one accepted or declined on the record.
- Commissions and gross, visible only to the roles that should see them.
Worksheets are history, not scratch paper
A saved structure records what it said at the time. Two of them can be compared line by line, and choosing one applies it — but re-saving writes a new worksheet rather than editing the one somebody was already shown.
Paperwork comes off the deal
- A buyer's order built from the deal itself, with the registered legal entity on it.
- Your own uploaded forms filled from the same fields.
- A document is never printed from sources that could not be read.
F&I chargebacks are reversals
A cancelled product is recorded as a reversal against the deal that sold it, so the original sale still stands and the books show both facts.