How to Add or Remove a Finance Company

Modified on Fri, 22 Nov at 1:43 PM

  • Navigate to Finance Company Settings:

    • Go to Vehicles > Vehicle Parameter Maintenance > Finance Co.
  • Adding a New Finance Company:

    • Click Add to begin the process.
    • Search for the finance company's customer record:
      • If the record doesn’t exist, first create it as a Business Customer in the customer database.
    • Once the record is found, select it to add the finance company.
  • Removing a Finance Company:

    • Single-click the finance company you wish to remove.
    • Press Delete to remove it from the list.

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