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Desk

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Auto Apply Basic Fleet Rates when selecting Basic Fleet Rebate (GM)

The Basic Fleet Rebate is not compatible with subvented rates. If you apply this rebate to a deal, Desk does not give any indication of the incompatibility and only applies it to the Cash scenario. There is a risk of creating a misquote. I would l...
Erin McGlenn almost 2 years ago in Autovance / Desk 0 Planned

Allow salespeople to request changes to deals

I would like a way for a salesperson/BDC user to request a price that requires manager approval. Currently, I get a message over email or Teams and I go into the deal and make the change, save it, then they can go back in and see the new price. It...
Keiver Calp almost 2 years ago in Autovance / Desk 0

Correctly match build and price vehicles from PBS

Autovance is able to correctly identify my stock vehicles, but build and price vehicles come through with little or no information. I would like this corrected so that all vehicles are correctly recognized in Desk when importing deals from PBS.
Guest almost 2 years ago in Autovance / Desk / Integrations 0

Add customer middle name

Some of our forms require the customers middle name, and it's useful for us to keep accurate customer information. Autovance doesn't allow us to enter a customers middle name, so we need to manually add this to various forms and DMS customer recor...
Guest over 2 years ago in Autovance / Desk / Integrations 0

Support sales to GST/HST registrants

Selling to GST/HST registrants has a number of tax implications. Most notably, trade values exceeding the new vehicle purchase should result in the customer receiving money back. Adding a "customer is GST registrant" setting to Desk and having the...
Guest over 2 years ago in Autovance / Desk 0

Turn off federal luxury tax at the dealer level

Some dealers only sell non-passenger vehicles and therefore do not need to calculate federal luxury tax on their deals. Having a dealer-level setting to disable FLT by default is preferable to manually removing FLT from all affected deals.
Guest over 2 years ago in Autovance / Desk / MyDeal 0