Configure the Financier card

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Before you can add a floor plan record to any stock card, a client card must be created for the financier.

Once the client card is created, set the Financier attribute from the Financier button on the Organisation tab of the client card.

Other settings relating to floor plan are also determined here.

If this financier uses Security Deposits this setting must be selected in order to see the Security Deposit fields within Bailment and Payout entries.

If you want to print Bailment and Payout Notices for your financier from Dealerlogic software, select a Floor Plan Layout from the list provided.

Entering the Dealership Reference here will populate that field  on the Bailment and Payout notice forms.

Curtailments Non-Taxable are selected here if necessary.