Purchase History
The Purchase History tab shows all purchase/lease history for the customer even after the vehicle has been removed from their file.
The information displayed under the purchase history is:
Deal Details
Stock # - The vehicle stock number
Deal # - The deal number
Deal Date - The date the deal was made
NUO - whether the vehicle is new, used or other
Type - The type of sale it was
Owner - Whether or not the vehicle is still attached to the customer file in the DMS
Payment Details
Exp. Date - When their financing/leasing ends
M/PMT - What they pay monthly
D/PMT - The down payment they made on the vehicle
APR - Annual Percentage Rate/ Interest Rate
#RP - Number of repeat payment
Term - The period in which the loan balance must be paid in full
Residual - an estimate of what the car will be worth at the end of a lease
Vehicle Details
Price - Manufacturer's retail price
Blackbook - (Equity users only)
Equity - (Equity users only)
Salesperson
Cur Salesperson - Current salesperson
Org Salesperson - Original salesperson
Fi Manager -F&I Manager
Loan Provider