Salesperson Training Manual AAX ™ Used Vehicle Inventory Management System – Sales Person...

Salesperson Training Manual

AAX™ Used Vehicle Inventory Management System –

Sales Person Training

Revision 1.11

http://jmsaax.com AAX™ Help Desk 1-800-333-1189© JM Dealer Services, Inc. 2007. All Rights Reserved.

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Agenda

Appraisals– How to enter appraisals

Other Functions– View Inventory

– View Customer List

– Search for Vehicles

– Contact Customers through E-mail

Summary

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Three Simple Steps

Login:– Unique Salesperson’s ID and Password

Enter into Vehicle Detail Page:– Basic vehicle information

– Customer information

Click “Add”:– to submit your vehicle for appraisal

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Log in Screen

Enter User ID and Password

Enter VIN

Please see your Sales Manager or call AAX™ Customer Support 1-800-333-1189 for User ID & Password

You start a new appraisal by entering a VIN of the vehicle you want appraised in the VIN entry box

You may login in without entering a VIN (AAX™ will not allow an invalid VIN)

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Entering Appraisal Information

You will arrive on your home page which shows you the last 10 days of appraisals

Click the Go button to continue the appraisal input

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Entering Appraisal Information - Select Series

Start by filling in the appraisal information for the trade– Required fields are shown in Bold text

Select the seriesof the vehicle

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Entering Appraisal Information - Vehicle (Required)

Enter the key information about the trade– AAX automatically assigns a temporary stock number from last eight

characters of the VIN

Enter MileageExterior colorInterior colorInterior typeTransmission type

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Entering Appraisal Information - Vehicle (Other)

Some fields may be required by individual dealership– e.g. Registration, License Plate (Check with your manager)

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Entering Appraisal Information - Customer

Enter your customer’s information

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Entering Appraisal Information - Lender / Payoff

If known, enter the Lender and Payoff Details– Complete Fields and Check boxes

Check if Title or Odometerhave been alteredOr if appraisal is Site Unseen.

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Send Vehicle Information - Complete Process

Use Add button to complete process

The appraisal will now show on the Appraiser’s screen as a Pending Appraisal.

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Appraisal Sheet

Manager will provideAppraisal Sheet

Use to work deal withcustomer

Voucher is optional(dependent upon Dealer option)

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Login without VIN

If you login without a VIN, your home page will look like this– Click on Used Cars to start

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Main Salesperson Portal

View the Dealership’s Used Car Inventory– Click on Reports Tab

Click on Inventory List by Price link

Click on the type of vehicle in the price band for which you are looking

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View Vehicle Details

Inventory list will be sorted starting with the type of vehicle selected

Use Print button at the top of the screen if you want to print the inventory

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Your Customer List

Select a date range to print a list of customers you have entered with Trade-Ins– Set the date range to retrieve list

Clicking on the customer’s name, will give you more detail of the appraisal.

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Search for Vehicles in Inventory

Click on Appraisals Tab– Click on Client E-mail Vehicle Search

Enter the search criteria using the drop down boxes

Then the results will appear.

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Send E-mails to Customers

Click on vehicle in previous screen to access e-mail panel– Complete e-mail address of customer (or prospect)

Edit any of the text that is displayed by default, including your name and phone number

Remove check mark from any photo that should not be sent

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Exit Application

When complete, exit AAX™ by clicking on Logout

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In summary

Always log out of the system when finished

You may access the AAX™ site at home or anywhere there is Internet access by typing in the address bar:

http://jmsaax.com

Call the Support Services Help Line immediately to report any problems or ask questions

1-800-333-1189

Remember to always enter your appraisals using the AAX™ system