Before you begin, make sure the values in each field are correct, whether they were manually input or pulled from a DMS. 

Step 1: Select a lender from the drop down, then choose if the deal will be a retail or a lease.

Step 2: Click on Selling Price and select the Aftermarket item (if any) you would like included in the deal by checking the box next to the item. To exclude an aftermarket item, uncheck the box.

Step 3: Under the "Tax %" link, select the Include check box if taxes are applicable for the deal. Select the Upfront check box if the taxes are being paid upfront.

Step 4: Under the "Fees $" link, select the Include check box if fees are applicable for the deal. Select the Upfront check box if the fees are being paid upfront. If your deal only has Retail options, skip to Step 6. If your deal has Lease options, move to Step 5.

Step 5: For Lease Deals: Click on Base Residual. If the amount in the Cash/Deposit field is Cap Reduction, choose the bubble next to Cap Reduction. if the amount in the Cash/Deposit field is the total amount of cash, choose the bubble next to Total Cash. If the first payment, security deposit, and/or acquisition fee needs to be paid upfront, check the appropriate check box. 

Step 6: Click on the Calculate button and the calculated amounts will appear below each of the product options. You can now continue the deal by rating your products and printing the menu for your customer. 

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