In this webinar, Glenn covers some exciting new changes to floorplanning in Lizzy.  In addition to a brief overview of current Floor Plan functionality, you will learn how to visually see when aged units are about to start eating into your profits, and costing you money, even at full MSRP.  These enhancements will give you

This article will walk you through the process of renting out a serialized unit. An Important Note Before you get started, it is important that you understand there are five states a unit can be in that will prevent you from renting it out. These are as follows: – Unit is on an open Unit

This article will explain everything you need to set up before you can rent units in Lizzy. Make sure you have a Rental Department: The first thing you will need to do is make sure you have a rental department set up. To do this, go to Settings->General->Departments and you will see the screen shown

If you have a Dealer Spike site that you’re planning to integrate with Lizzy, here’s the scoop on how to set up the integration — and how to ensure you’re optimizing your integration experience.   Setup: Simply go to Settings > General > Manufacturer Interfaces and select Dealer Spike from the drop down menu. Check the Active

Lizzy now has the ability to track fleet pricing on units, as well as apply the fleet price automatically for customers who are set up to receive fleet pricing. First, you will need to set up a fleet price on each applicable model. Once you set up fleet pricing on one model, it will automatically show

Problem You need to refund a unit sale, but receive the error that there are processed AR items associated with it, thus it cannot be refunded. This most commonly happens with rebates. Solution If you need to sell the unit back to the customer… 1) Adjust the original AR Item back to its original amount

In this entry, we will be covering how to handle interest accrual / payments on floor-planned units. First, locate the purchase order that the unit(s) you need to pay interest on are. Edit it, click “Next” so you are on the screen where your units are listed, and click “Add Expense Adjustment”. In the screen

In this article we will be covering how to floor plan major units in Lizzy. Now, first of all, in Lizzy the terms “Floor Planning” and “Refinancing” are used interchangeably. So anywhere in Lizzy you see the word “Refinance”, it means the same thing as “Floor Plan”. The first part of this process starts when

How to handle Tire Disposal fees, or “Tire Tax”, in Lizzy is a frequent source of confusion for our customers. Hopefully, this article will help clear up this confusion. There are two instances where one would collect a Tire Disposal fee. The first is on a unit sale. First, to set this up, go to

In some cases, rather than paying official fees (such as License and Registration fees, Temporary Tag fees, etc.) themselves, a dealer will outsource this to another company, send them the money, and have them pay the fees for them. Here is how that is handled in Lizzy. First, you need to add the entity you