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Salesperson Training Manual AAX ™ Used Vehicle Inventory Management System – Sales Person Training Revision 1.11 http://jmsaax.comAAX ™ Help Desk 1-800-333-1189 © JM Dealer Services, Inc. 2007. All Rights Reserved.
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Revision 1.112 Agenda Appraisals –How to enter appraisalsHow to enter appraisals Other Functions –View InventoryView Inventory –View Customer ListView Customer List –Search for VehiclesSearch for Vehicles –Contact Customers through E-mailContact Customers through E-mail Summary
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Revision 1.113 Three Simple Steps Login: –Unique Salesperson’s ID and Password Enter into Vehicle Detail Page: –Basic vehicle information –Customer information Click “Add”: –to submit your vehicle for appraisal
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Revision 1.114 Log in Screen Enter User ID and Password Enter VIN Please see your Sales Manager or call AAX™ Customer Support 1-800-333-1189 for User ID & Password You start a new appraisal by entering a VIN of the vehicle you want appraised in the VIN entry box You may login in without entering a VIN (AAX™ will not allow an invalid VIN)
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Revision 1.115 Entering Appraisal Information You will arrive on your home page which shows you the last 10 days of appraisals Click the Go button to continue the appraisal input
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Revision 1.116 Entering Appraisal Information - Select Series Start by filling in the appraisal information for the trade –Required fields are shown in Bold text Select the series of the vehicle
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Revision 1.117 Entering Appraisal Information - Vehicle (Required) Enter the key information about the trade –AAX automatically assigns a temporary stock number from last eight characters of the VIN Enter Mileage Exterior color Interior color Interior type Transmission type
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Revision 1.118 Entering Appraisal Information - Vehicle (Other) Some fields may be required by individual dealership –e.g. Registration, License Plate (Check with your manager)
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Revision 1.119 Entering Appraisal Information - Customer Enter your customer’s information
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Revision 1.1110 Entering Appraisal Information - Lender / Payoff If known, enter the Lender and Payoff Details –Complete Fields and Check boxes Check if Title or Odometer have been altered Or if appraisal is Site Unseen.
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Revision 1.1111 Send Vehicle Information - Complete Process Use Add button to complete process The appraisal will now show on the Appraiser’s screen as a Pending Appraisal.
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Revision 1.1112 Appraisal Sheet Manager will provide Appraisal Sheet Use to work deal with customer Voucher is optional (dependent upon Dealer option)
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Revision 1.1113 Login without VIN If you login without a VIN, your home page will look like this –Click on Used Cars to start
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Revision 1.1114 Main Salesperson Portal View the Dealership’s Used Car Inventory –Click on Reports Tab Click on Inventory List by Price link Click on the type of vehicle in the price band for which you are looking
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Revision 1.1115 View Vehicle Details Inventory list will be sorted starting with the type of vehicle selected Use Print button at the top of the screen if you want to print the inventory
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Revision 1.1116 Your Customer List Select a date range to print a list of customers you have entered with Trade-Ins –Set the date range to retrieve list Clicking on the customer’s name, will give you more detail of the appraisal.
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Revision 1.1117 Search for Vehicles in Inventory Click on Appraisals Tab –Click on Client E-mail Vehicle Search Enter the search criteria using the drop down boxes Then the results will appear.
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Revision 1.1118 Send E-mails to Customers Click on vehicle in previous screen to access e-mail panel –Complete e-mail address of customer (or prospect) Edit any of the text that is displayed by default, including your name and phone number Remove check mark from any photo that should not be sent
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Revision 1.1119 Exit Application When complete, exit AAX™ by clicking on Logout
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Revision 1.1120 In summary Always log out of the system when finished You may access the AAX™ site at home or anywhere there is Internet access by typing in the address bar: http://jmsaax.com Call the Support Services Help Line immediately to report any problems or ask questions 1-800-333-1189 Remember to always enter your appraisals using the AAX™ system
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