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Done DealerVu Pre-installation Survey - Canadian Dealerships

Welcome to the world of DealerVu.

Before we embark on your DealerVu implementation project, we begin by planning thoroughly for the installation process by asking you some simple questions about how you do business.

The results of this survey will make it easy for you and us to go through the installation, painlessly and without surprises.

Please take your time filling out this survey. Wherever possible, and necessary, we have given you multipe choices for your convenience. Thank you.
1.Please provide us with your name, telephone number, dealership name & time zone(Required.)
2.Please provide us with the names of your staff as follows:
3.What are your hours of operation?
4.Please select the names of all the warranty companies you work with (pick all that apply):
5.Who do you receive funding from for unit sales? (pick all that apply)
6.Which flooring companies do you deal with and/or from whom do you buy your units?
7.Price files are electronic files containing your pricing for the lines you carry. DealerVu can pre-install price files from certain vendors so you can be up and running with the latest prices at your fingertips. Check the boxes of the price files you would like loaded into your new DealerVu system. For any price file that is not shown below, please contact your vendor and ask them to send the price file to you, in CSV format. Please then send this CSV file to your DealerVu project manager.
8.How many cash drawers do you have, and in which departments?
9.What kind of printer do you use to print cheques?
10.What kind of printer do you use to print F&I forms?
11.Do you have a COGS/labour account (in addition to wages expense) and if so, do you use it?
12.Do you offer promotions and/or do giveaways?
13.Do you sell/redeem gift certificates?
14.Are the gift certificates applied as account credits?
15.Do you sell consignment units?
16.Do you allow trade allowances to offset a balance due? (trade sales tax credit)
17.Is sales tax strictly local or are customers charged for the location where the vehicle will be garaged?
18.What are your sales tax rates for:
19.Do your lenders require a Registration fee - if yes, which lender(s) require this?
20.When is your fiscal year end?
A member of the DealerVu project team will coontact you for copies of your trial balance, balance sheet, and income statement - please have these ready. In the meantime, thank you for completing this survey.
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