Group Funding
Within Vehicles - Parameters - Parameters - Group Funding
Pinewood DMS allows dealerships to mark what vehicles are on funding within the system and send this in a file to the appropriate funder.
A dealer reference needs to be agreed with the finance house and APAK prior to vehicle funding being enabled.
Information for the following fields is supplied by APAK and the finance house:
- Finance House Reference
- Manufacturer Reference
- Credit Line Reference
- Output File Name Prefix
The next transmission number should be 1, however, if the vehicles have been previously funded on a different DMS, the number used should follow on from the last numbered file that would have been submitted.
SFTP Address, SFTP Login and SFTP Password, SFTP Directory and Max Vehicle Age (Months) information will also be provided by APAK and the finance house.
If the file is to be sent via an APAK server, the address should be sftp.uk.apak.com
Scheme numbers will also have been previously agreed with the dealership, the finance house and APAK.
Once the parameters have been completed, click the ‘Save’ button at the bottom of the screen. Once set, these parameters should not be amended.
Once this is all set up you can press the last transfer file button in order to get an excel download of the most recent file which was sent to the funder.
The name of the file will include the date this was sent so you are able to see when this was last sent.
Branch Funding
When in here you can press the amend button and tick all funders which are available for this dealership. This is then the list that will appear in the funding pop up box which appears when you confirm the costs on an adopted vehicle.
You can also choose your vehicle funder from the drop down at the top and tick the enabled tick box and fill in any relevant details that have been supplied.