In This Guide:

IN THIS GUIDE:

Credit

Franchise / Brand Associations

Only Dealership System Administrators (DSAs) may manage franchise/brand associations. To locate your DSA, follow the instructions here.

 

The Franchise/Brand Associations Page


The Franchise/Brand Associations page allows you to view, add an association with, and edit your existing Franchise/Brand Associations.

To access the Finance/Brand Associations page, hover over the ‘Admin’ tab and select the ‘Franchise/Brand’ option.

The top menu with the ‘Admin’ tab highlighted by a box and expanded, and the ‘Franchise/Brand’ option highlighted by a box with an arrow pointing to it.

 

 

Adding a Franchise/Brand Association


On the Franchise/Brand Associations page, click on the ‘Add Franchise/Brand’ button.

The Franchise/Brand Associations page with a box highlighting the ‘Add Franchise/Brand’ button.

 

 

This will take you to the Available Franchises/Brands page, where you can view the franchises/brands available to add to your dealership.

To add a new Franchise/Brand from the list, click the ‘Select’ button next to the franchise/brand you would like to add.

The Add Franchise/Brand Association page with a box highlighting the ‘Select’ button next to a franchise/brand.

 

 

This will take you to the Add Franchise/Brand Association page where you can enter your dealer ID, indicate if you want to ‘share data’, and add additional comments. Once all fields are filled out, click the ‘Save’ button to add the franchise/brand.

The Add Franchise/Brand Association page with a box highlighting the ‘Save’ button.

 

 

This association should only be set up for franchised dealers selling new vehicles.  This affiliation should not be setup for dealers selling used vehicles or independent dealers.

 

Once added, the franchise/brand will appear in the table.

 

Editing a Franchise/Brand Association


On the Franchise/Brand Associations page, click the ‘Edit’ button under the ‘Actions’ column for the franchise/brand you would like to edit.

The Franchise/Brand Associations page with a box highlighting the ‘Edit’ button.

 

 

This will take you to the Edit a Franchise/Brand Association page, where you can change sharing options, update Franchise/Brand Dealership ID, and add additional comments. Once all fields are filled out, click the ‘Save’ button.
  

The Edit Franchise/Brand Association page with a box highlighting the ‘Save’ button.

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