Autovance
Autovance is a third party Desking tool which DealerMine integrates with.
How To Use
Desking to Autovance is a smooth and simple process.
To desk in Autovance, users must first create a worksheet.
There are many ways to create a worksheet in DealerMine.
There are three options from the "Add Up" action button. (See options highlighted in the image to the right).
*From the "Add Up" action button.
There are also two options to create a worksheet from the traffic log. (See options highlighted in the image below).
*From the Traffic Log.
The title of this window will display the Autovance symbol beside "Create Worksheet".
Depending on the sales process at the Dealership, a salesperson may or may not have access to the "Save & Desk In Autovance" button.
Whoever has access to desk in Autovance will see the desk button in the bottom left hand corner.
Clicking this button will redirect the user to the Autovance desking screen in a new window.
In DealerMine, users can either search a quote by the worksheet number, or the deal number.
In the "Add Up" action button, click search quote.
You will see in the search window a column for 'Worksheet Key' and 'Deal #'.
If the worksheet you're searching has been desked, you will be redirected to Autovance.
Users can contact Autovance support when they come across an issue.
To contact Autovance Support, or to review their documents, click on the Help button in the top right hand corner.
You will be redirect to the Help Center where you can call their support line or click "Submit a Request" which will send an email directly to Autovance Support.
This is also where you will find all documentation for Autovance. Type a key word in the search bar, or click on one of the links to learn more.
Giving Users Access to Autovance:
Once a user is setup as of one of the three user types: Salesperson, Sales Manager/Spotter, or a General Manager, they will display in the Autovance Setup Screen.
The Autovance setup screen is found in 'Showroom Configuration'. You will see it at the bottom of the list.
To link a DealerMine user to their Autovance account, they must first be setup in Autovance.
To do this, click on "Add New Autovance User"
You will be redirected to Autovance to fill out a form.
Once the form has been submitted, the username will appear in the drop down in the setup screen. Choose the name that goes along with the user, then click save.
That user will now have full Autovance desking access.
To remove access to Autovance, choose the option 'Unlink' in the drop down, then click save.
Installation
Speak to your Account Manager if you would like to take advantage of this great desking tool.
They will provide contracts, and give the proper users access during a customization call.