This article will help you to understand how to create or adjust the Desking Settings.

Desking settings can be accessed through Store Settings -> Desking

This controls the settings that apply to all profiles: Fees, Accessories and Lenders

The user can add any and all Dealer Fees. These fees can be toggled on and off as needed. Enabling them will make the fee a default fee on all desks.
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Using the dropdown menu, you can choose to use Provided Accessories, enable accessories, and assign a Cost and Price for the applicable accessories.

You can also choose Dealer Defined from the dropdown menu and add your own accessory and assign a Cost and Price.

Enable any protections products that should be enabled by default, and then enter the Cost and Price for those products.

This section provides a comprehensive list of lenders, sourced from our providers, complete with detailed program information. This includes the vehicle specifics, term length, credit score requirements, and interest rates.

This profile controls settings for users who aren’t assigned to another profile

Customize Payment Modes

The system automatically retrieves the sales tax based on the customer’s zip code when you desk a deal. This section also allows you to customize what will appear by default.

You can add the Market(s) that you service.

You can select the items to include by default, as well as assign correct amounts, percentages, or days to applicable items.

You can select or deselect default items to include in customer printouts.

You can create user profiles, and then setup default settings for those profiles similar to how you did Global Default Profile.

This article will help you to understand what can be adjusted within the Desking Settings. You can find information on Taxes, Options, Fees, and Print!

Desking settings can be accessed by click the gear icon from the desking screen.

Taxes are a personal setting, meaning if you change the preferences within this tab, it will not change for anyone else in the store.

Always - It will get all options and rates every time from the zip code regardless of your defaults.

Rates Only - It will use the defaults that you have for the options (toggles) and only pull the rates from the zip.

Options Only - It will use the defaults that you have for the rates and only pull the options (toggles) from the zip.

Never - It will use the defaults for everything regardless of zip lookup.

Below is an image showing where to find these options in desking tax settings:

In Desking Settings, third from the right you will find the Options tab! This tab is broken up into three categories: Defaults, Layout, Proposal Options Order, and DMS.

Options are a personal setting, meaning if you change the preferences within this tab, it will not change for anyone else in the store.

Here is an image showing all that you can change under defaults:

You can change fees in Desking Settings under the Fees tab!

Fees are a global setting, this means that if you alter the settings within this tab, it will change the settings for everyone else in the store as well.

Here is a screenshot of what the Fees tab looks like on the desking settings:

You can change your printing preferences under the Print tab in Desking Settings! Print options will vary depending on the proposal option that has been selected.

Print is a personal setting, meaning if you change the preferences within this tab, it will not change for anyone else in the store.

Here is a screenshot to show what the Print tab looks like:
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