In order for your cabinets to properly work with your DMS import. We require your folder (not document/file) naming structures to be named a certain way.
There are only four cabinets we recommend using our naming structure. Any other cabinets you create in the future can be up to your dealership.
The cabinets are Service RO, Parts Invoices, Car Deals and Accounts Payable. Each DMS software offer different information. Please read below to assist.
Car Deals | Parts Invoices | Service RO | AP | |
ADP/CDK | Deal # | Invoice # | RO # | Check # |
ACS/Dominion | Deal # | Invoice # | RO # | |
Dealertrack/Arkona | Stock # | Invoice # | RO # | Check # |
Autosoft | Stock # | Invoice # | RO # | Check # |
Automate | Deal # | Invoice # | RO # | Check # |
CDK Lightspeed | Deal # | Invoice # | RO # | |
Dealerbuilt/Lightyear |
Stock # | Invoice # | RO # | |
R & R |
Deal # | Invoice # | Check # | |
UCS | RO # | |||
PBS | Deal # | Invoice # | RO # | |
ADAMS | Deal # | Invoice # | RO # | |
Frazer | Stock # | |||
Quorum* |
NOTE: Empty fields denotes that we have yet tested a import for that specific DMS and Cabinet.
*Quorom integration allows files to be opened in Quorom without having to search within Scan123.