From the Deal drop-down list, select a deal type.
Note: If you select a deal, the sale date, salesperson, and most customer information is provided for you.

From the Type of Sale drop-down list, select the type of sale.

Click in the Sale Date field, and then use the calendar to select the desired date.

From the Salesperson drop-down list, select the salesperson.

From the F&I Manager drop-down list, select the F&I manager.

From the Spanish Language drop-down list, indicate if this is a Spanish language sale.

From the State/Province drop-down list, select the state or province of the dealer.

To indicate to the Host that the vehicle should be excluded from future allocations, select the Exclude from Allocation check box.

Scroll to the bottom of the page and click the Save button to save your changes, or click the Cancel button to close without saving. A  will display for any missing or incorrect data.

Complete the Customer section of the RDR. Click here for more information.

If a salesperson or F&I Manager does not display in the RDR drop-down lists, your system administrator needs to confirm that the user's Dealer Employee Number in your DMS EXACTLY matches the Dealer Employee Number in NNAnet.com and the Dealer Employee Number in Virtual Academy. If these numbers are not the same; surveys, incentives, system data, and other information will be affected.
Note: You can determine the system administrators for your dealership by viewing your DBS profile. Click here for more information.