Creating a Quote for Dealer Owned Boats
Note: The user must have dealer agent privileges turned on to view dealer inventory and create quotes.
To create a quote for a dealer owned boat, go to the Inventory tab. Click on the Current Inventory drop-down menu and select Dealer Used or Dealer New to view the available inventory. Click on the Quote button for the selected vessel.
Add Buyer Info
Click on the Deal Summary page to add additional information (e.g. discount/promotions, tax rate, fees, and pertinent dates). Deposits, financing, etc., can be added as well.
You can then view the Purchase Agreement by going to the Documents page and clicking on Add Documents.
Check the box next to Purchase Agreement and then click Add.
Click the View button.
You can preview the document to be sure that information is correct.