Getting started with DMS Apex

Before you start

Have your dealer license number, your state and county, and the cars on your lot handy. You do not need to import anything: you can add cars one at a time from the VIN.

Set up your dealership

1. Sign up and read the Privacy & Data Disclosure. A card is needed to open the account; it is charged on day 15 unless you cancel before then.
2. Open Settings and enter your dealership name, address, dealer license number and state. Your state decides which tax rules and forms apply.
3. If your state adds a local tax, set your usual local rate in Settings. You can still change it on any deal.
4. Choose which documents print by default for your state.

Add your first car

Open Inventory and add a vehicle by VIN. DMS Apex fills in what it can decode, and you add the purchase cost, auction fees, mileage and asking price.

Make your first sale

Open Sales, pick the car and the buyer, and add any trade-in, fees and the down payment. Open the documents page to print the Buyer's Order and your state's forms.

Invite your team

Open Team to invite salespeople. You choose whether each person can see costs and profit.