UBS Knowledge Base

How to add a new floorplan company

Once the floorplan provider has been entered in the system as a client, you will need to add the company in the Floorplan tab in System Options.


  1. Click System, then System Options.

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  2. Click the Floorplan/Bailment tab.

  3. In any of the floorplan company lines, click the 3 dots to select your Floorplan Company.

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The floorplan company you select does not need to match the company name on the left hand side.



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