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DealerTeam

DealerTeam DMS Settings

Goal

Know how to access and setup the default DMS Settings in your DealerTeam org.

After completing this article you will know how to access and set up the default DMS Settings in your DealerTeam org. 

First Step - Navigate to DMS Settings

 

1. Click the App Launcher.

2. Enter dms in the search area.

3. Click DMS Defaults.

Navigate to DMS Settings, DMS Settings.png

 

Second Step - DMS Settings Tabs

Navigate the DMS Settings Tabs and populate the variables with your company's default settings. After entering values click Save Settings to save changes. 

 

Install Custom Data Tab

Click the Install Custom Data tab to access the settings.

Install Custom Data Section, DMS Settings.png

 

Company Settings Tab

Click the Company Settings tab to access the settings.
Company Settings Section, DMS Settings.png

 

Integrated Financials Tab

Click the Integrated Financials tab to access the settings. 

Integrated Financials Section, DMS Settings.png

 

Tax Settings Tab

Click the Tax Settings tab to access the settings. 

Tax Settings Section, DMS Settings.png

 

Sales Department Settings Tab

Click the Sales Department Settings tab to access the settings. Here you can assign your Deal # and manage the assignment of a Stock Number. Click the link provided to learn how to create a Stock Number. 

Sales Departments Settings, DMS Settings.png

 

Service Department Settings Tab

Click the Service Department Settings tab to access the settings. Manage the Service Invoice Number and Service Appointment Number.

Service Department Settings, DMS Settings.png

 

Parts Settings Tab

Click the Parts Settings tab to access the settings. Manage your current Parts Invoice Number or Current Parts Quote Number. 
Parts Settings Section, DMS Settings.png

 

DMS Integration Tab

Click the DMS Integration tab to access the settings. 

DMS Integration Section, DMS Settings.png