How to Create a Buyer’s Order for a Bank
If your customer plans to get financing from their own bank or lender it is common practice for the bank to request a buyer’s order or bill of sale. Printing one is easy with our Prepare a Quote screen. First, From the Getting Started menu…
Does Your Software Run on a Mac?
We get this question quite often and although the answer itself is straightforward there happens to be an important follow up question worth reading below! But going back to the question of does Dealer Solutions run on a Mac, the answer is no. As we…
How to Print Mailing Labels
QUESTION: I would like to create a contact list for label printout of all contacts who bought from the dealership. I found the report to print contacts but can I export them into a spreadsheet to create mailing labels? ANSWER: We actually have a…
How to Install Updates
Updates to your KGI DMS can be found on the home screen of your software. When you sign in to Dealer Solutions look for the Alerts box to the far right. This box will turn yellow when updates are available. The steps are quite easy…
Year End Label Printing
A popular feature in the KGI DMS is printing mailing labels for everyone who purchased a vehicle over the past calendar year. This is a great time saver when it comes to sending out Christmas cards to all of your happy customers! From the Home…
How to Setup KGI Hosted Email on iOS devices
Step by step instructions and screenshots on setting up your self hosted email on an iOS, Apple, iPhone, iPad device. Go to Settings On the Settings screen, tap Passwords & Accounts Under Accounts tap Add Account Tap Other (bottom of list) Tap Add Mail Account Enter…
How to Setup KGI Hosted Email in Outlook
Open Microsoft Outlook 2010. Click File and then click Add Account At the bottom select Manually configure server settings or additional server types, and click Next Select Internet E-Mail and click Next Enter Your Name (or dealership name) and full E-Mail Address Select POP3 and…
How to Remove a Vehicle Pack on a Vehicle
Go to Inventory Select the vehicle and double click or click Edit Go to the expenses screen Click Add Defaults Edit the Pack for this vehicle field. Set to $0 if you want to remove the pack on this one vehicle. It will not affect the pack on any other…
How to Stop a Car From Uploading to the Internet
If you have a vehicle you want to remove from being sent to ANY and ALL marketing websites such as your dealership site, cars.com, autotrader.com, etc following these steps will block it from being sent anywhere. Go to Inventory Select the vehicle and edit by…
South Carolina Dealer Selling to North Carolina Resident
If you are a South Carolina dealer selling to an out of state North Carolina resident here is the required paperwork for two scenarios: Dealer takes paperwork to NC DMV NC MVR-1 Title Application Bill of Sale SC Form 4031 Bill of Sale (form…