General Information Questions
What do I get when I purchase the software?
DealerChoice is purchased as a fully functional software application. Meaning, upon installation, the program is ready to use, and there are no additional modules to purchase separately.
Do I have to set up a website to use the software?
No. DealerChoice does this for you.
How do I access the software?
As a web-based application you would open your web browser and enter the DealerChoice website address customized for your dealership.
Where will my company's data be stored?
Depending on your storage capabilities, data may be stored at your location or within the DealerChoice network.
Is there a fee associated with DealerChoice storing my information?
Yes. It will be a service fee added to your monthly subscription. For further information regarding this fee
contact us.
How will I install and set up the software?
DealerChoice will set up the software for you at no additional cost. You will complete an online survey to provide us with the information needed to make the transition.
How will I enter my current customer/vendor database into DealerChoice?
We will import your current database directly into the DealerChoice software.
How much will I pay for my DealerChoice software?
Pricing is determined by the number of software users. Billing is handled through a monthly subscription fee. For further information regarding pricing please
contact us.
Will I be charged a set up fee?
Yes. Similar to the subscription rate, your set up fee is based on the number of users.
Will I need any additional software?
No. DealerChoice is all inclusive, meaning you don't need to purchase any additional software to make it work.
Will I receive new software releases?
Yes. All future releases will be available to you at no additional cost.
Will using DealerChoice save me money?
Yes. DealerChoice delivers a product with superior quality at a lower cost than current industry software applications. There are no additional hardware requirements. Computer management costs will decrease as software moves from the desktop to a web-based server. Your dealership will reduce overhead expenses by increasing productivity and reducing man hours from sales, computer support, installation and design.
Features such as an automated discounting tool and a proofreading process are included to make sure that all costs are captured and accurate. Documents are sent via email and fax, saving you money on paper, ink and postage.
DealerChoice offers you unlimited customer support via phone, email and live chat, at no additional charge
Updates and releases are included
Proposal Related Questions
Is there a way to sort the proposal list?
Yes. You can sort proposals by proposal number, salesperson, customer, active and inactive. All proposals are archived after a certain period of time, allowing your sales reps to focus on the business most important to your organization.
Who has access to proposals?
Multiple users can access the same proposal simultaneously. There is a notification feature which announces that another person has entered the proposal. This gives the option for a user to close out so that others can input or update the proposal.
How do discounts work?
Standard and special customer discounts are entered into the system. When proposals are created the appropriate discount is applied during the finalization step. Even volume or tiered discounts can be input and applied.
Is there an expiration date on proposals?
Proposals automatically archived after 30 days or time period of your choosing. The proposal is still accessible but hidden from the general view.
What is the File Vault?
The file vault is a unique feature that allows you to upload a variety of useful information (i.e. Drawings, key charts, pictures) pertaining to a specific proposal. These files remain permanently attached for future reference.
What is proposal finalization?
Coined by DealerChoice, finalization is the term used to describe the proofreading step during proposal creation. This step scans the proposal for incomplete specifications, shipping location, install address. It also applies tiered/volume discounting, freight fees, small order and call before delivery charges. Finally, this step allows you to combine open market and direct bill orders within the same proposal. Finalization also acts as a receivables enforcer with reminders for deposits and outstanding collections. A proposal cannot be emailed, printed or faxed until undergoing a last check via the finalization process. This ensures that each proposal is clean and accurate before it is placed in the hands of the customer.
Order Placement Questions
How can I tell what Purchase Orders have been generated?
There is a project status report, updated in real time as purchase orders are generated. The status report also has a variety of customizable sort options similar to the proposal sort options.
Can I send a P.O. by fax or email?
Yes. You can email or fax without leaving the software or your chair.
Does DealerChoice support electronic order placement with my vendors?
DealerChoice supports electronic placement with all the major manufacturers. This process happens behind the scenes and guarantees your vendors received their orders with the utmost accuracy and reliability. DealerChoice is continuing to work with manufacturers of all sizes, in an effort to build our support of electronic order placement.
Project Management Questions
Does DealerChoice include service/installation as part of the software?
Yes. Installation information is captured in the first steps of proposal creation. If project management services are required a request is generated and forwarded directly to the install contact person.
Is there anyway to check for available delivery or install dates?
Yes. Project Management will operate a calendar within the software to schedule and manage resources required for every project or service work. Other users may view this tool and see when openings in the schedule will allow new work.
How does the project management or installation department know when to expect deliveries?
Delivery Tickets are issued and emailed or faxed within the software. Purchasing/Sales support could attach delivery tickets when cutting and forwarding P.O.'s for installation services.
Also, the project status report will update in real time when acknowledgments and ship dates are received.
Accounting Questions
Does the software provide batch or real-time posting?
The system operates in real time. Information is posted to the general ledger as it is entered into DealerChoice.
Can more than one period be open at one time?
Yes. Various periods can be opened simultaneously in consecutive order.
Does the accounting system provide a complete audit trail?
Yes. All transactions are traced back to the source entry.
Are the individual Accounts Payable and Accounts Receivable functions linked to the general ledger?
Yes. All entries are linked and updated in real time.
Is there a payroll module?
No. Payroll data is entered through general journal entries from an off-line payroll process.
Is there a fixed asset module?
No. Fixed asset data is entered through general journal entries from an off-line process.
Can customer and vendor invoice dates be entered at a specified date rather than the date being entered?
Yes. Customer and Vendor invoices can be posted to any date within any open period.
Can a balance sheet and/or income statement be generated at any date?
Yes. A variety of reports can be generated for any date in any period.
Can you set your own accounting periods/calendar?
Yes. Each period is set up to reflect your company's specific reporting calendar.
Is it possible to add general ledger accounts?
Yes. General ledger account names and numbers are designed and customizable based on your requirements.
Are there user permission options?
Yes. Permissions are controlled by the administrator giving access to information as you select.
Is there an outstanding check function for bank reconciliation purposes?
Yes. DealerChoice allows you to run reconciliation reports specific to a single or multiple accounts within a given time frame or period range. The uniqueness of the report is that you are able to view those outstanding checks, but you are able to interact directly with the report to perform reconciliation functions.
Can trial balances be run for specific or group accounts for a given period?
Yes. Trial balances can be run on single or multiple accounts within one report. Trial balances can be run within a date range or on one or more periods.
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