FinanceConnect | Integration - Schmick

Working with Schmick, we are now able to pre-populate your Schmick applications with DMS fed data such as Customer and Vehicle information, directly from our Finance product.

This allows you to process your applications faster and get the relevant information about your applications automatically!

Select Schmick from the Menu

Once you have opened the Deal Card for your customer, on the left-hand side menu you will see an available option for Schmick.

Click on Schmick to begin processing the application through the integrated tool.

Once the Schmick system populates within the Finance platform, click Submit to Schmick to begin the application. You will see a window come up asking you to click Submit to Schmick again which you will need to click to continue.

Note: The Deal Card for your customer must contain a First Name, Last Name and Dealership.

Schmick Login screen

As you should already have a Schmick username and password that you would use for the existing platform, you need to enter the details here and click ‘Login’ to continue.

Add Member

The first screen to appear is the Add Member Check. 

Here you will see that the Customer contact information, Stock Number, Dealership selection and Vehicle Make, Model, Year and Registration details have been automatically populated on this page as part of the integration.

You will only need to add the Purchase Order Number, Product and Colour as these are required fields, however others such as Other Number and Retail Price* are at the Dealers discretion to enter.

*Retail Price will need to be entered as the value you are charging the customer for the Schmick product – if no value is entered, it will assume the product is a $0.00 purchase for the customer.

Members

The next page you are taken to is the Members screen, where at the top of the ‘My Members’ section you will see your Customer entry.

If you look at the last two columns ‘Member Agreement’ and ‘Order’, you can click the two PDF logos in order to get copies of the documents printed off for your records and for your customers.

This portion covers the integrated Schmick process, click into Application on the left-hand menu from here.

Application

In the Application section, under the ‘Products’ tab, you will see that an entry has automatically been made showing Schmick as the Supplier, the Category, Name of the product, Term in months and the Premium as well.

Aftermarket Log

Lastly, in the Aftermarket Log within Finance, you will see that the integration will also automatically add an entry into the Aftermarket Products section, so that you can review the details of the entry in future reporting.