Dealer Management settings
Dealer Management → Settings holds what is printed on contracts and agreements (licence, state, notices, terms) and the Taxes & fees tables.
Where it is
Settings for this
- Dealer Management → Settings — Dealer & contract tab and Taxes & fees tab.
- Settings → Business details — Trading name, ABN and address on every contract.
- Settings → Branding — Logo on printed documents.
Open Dealer Management → Settings (the bottom of the Dealer Management menu). It has two tabs.
Dealer & contract
- Dealer identity: Dealer licence No. (printed on the contract header), ACN and Statutory state (drives the default notice and the duty calculator).
- Your trading name, ABN and address come from Settings → Business details, not here.
- Stamp duty scales: which financial year the scales were last confirmed for, Reload built-in scales, and I've checked — these are current when they need confirming.
- Contract wording:
- Statutory notice (printed on the contract). Blank uses the built-in Queensland template; other states get a placeholder telling you to set it. Use wording your lawyer or industry body has approved.
- Terms & conditions.
- Default special conditions: offered as the placeholder on every new deal.
- Consignment agreement terms: printed on the agreement. Blank uses the built-in clauses.
Press Save changes at the top. The page warns you if you leave with unsaved changes.
Taxes & fees
Tax categories, LCT thresholds, registration and government fees, and stamp duty bands. See LCT, stamp duty and on-road costs. Changing them needs the Settings edit permission.
Other settings that affect Dealer Management
- Settings → Billing & plan: the Dealer Management add-on.
- Settings → Team → Roles: See cost of goods (COGS) and See profit & margin %.
- Settings → Workshop → Job types: recon, PDI and conversion jobs. Pre-delivery inspection must be Shown.
- Settings → Workshop → Checklists: the PDI's QC and handover lists.
- Settings → Workshop → Trading Hours and Technicians: the capacity online bookings are offered on.
- Workshop → Canned Jobs: tick Bookable online to list a service on your public booking page.
- Integrations → Customer Messaging: tells customers when a booking is confirmed.
- Settings → Website chat: the chat assistant that can take bookings and answer stock questions.
- Integrations → Stripe: pay links on deposit invoices.