Step 1: Go to your contacts > search for the Finance Company you would like to edit
Step 2: Open up the contact and go to the Administration tab
Step 3: Click on the … button next to Finance
Step 4: Enter the default Buy and Sell rates for this finance company
Note: You also have the option to specify the ‘Money Outstanding’ settings by going to the Settings tab
You can also choose to have default products added to the sale when this finance company is selected, this is in the Products tab
Click OK to save your changes
Step 5: When selling a vehicle, select the finance company from the Financier drop down box in the ‘Payments’ tab
Step 6: Click Yes to use the default settings
This will bring through the sell rates
You can see the buy rates in the Sale Settings
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