EverLogic Glossary
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700Credit — An integrated partner service for EverLogic that allows dealerships to run customer credit reports and identify any red flags. This integration helps streamline the financing process by quickly pulling credit information needed for loan approvals.
A
Accounting (QuickBooks Accounting) — The module in EverLogic that handles all accounting functions through QuickBooks integration without double-entry of data. Works with both QuickBooks Online and desktop versions.
Appointment — In EverLogic’s service module, an appointment refers to a scheduled service visit for a customer. Service managers can create appointments and assign them to technicians using a built-in calendar.
AppOne — A third-party finance integration in EverLogic that connects your dealership with a network of lenders for loan approvals.
Appointment — In EverLogic’s service module, an appointment refers to a scheduled service visit for a customer. Service managers can create appointments and assign them to technicians using a built-in calendar.
AppOne — A third-party finance integration in EverLogic that connects your dealership with a network of lenders for loan approvals.
B
Back Office (Document Management) — The module in EverLogic for handling administrative and paperwork tasks, including digital document storage and after-sale processes. All deal paperwork and forms (e.g. buyer’s orders, titles, warranty forms) are stored electronically in the DMS.
Barcode — EverLogic supports barcode technology to speed up parts and sales processes counter or sales desk.
Bin (Part Bin) — A physical location or compartment where parts are stored, tracked within EverLogic’s parts inventory module. Each part in inventory can be assigned a bin location (e.g. “Aisle 3 – Bin 5”), which EverLogic records to help you locate stock
Buy Rate — In dealership financing, the “buy rate” is the interest rate a lender offers to the dealership on a loan
Barcode — EverLogic supports barcode technology to speed up parts and sales processes counter or sales desk.
Bin (Part Bin) — A physical location or compartment where parts are stored, tracked within EverLogic’s parts inventory module. Each part in inventory can be assigned a bin location (e.g. “Aisle 3 – Bin 5”), which EverLogic records to help you locate stock
Buy Rate — In dealership financing, the “buy rate” is the interest rate a lender offers to the dealership on a loan
C
CRM (Customer Relationship Management) — The module for managing all customer information, interactions, and sales funnel activities. See also: Selly CRM
Calendar (Service Calendar) — A scheduling tool in the service module that service managers use to set appointments and assign work to technicians.
Catalog (Parts Catalog) — EverLogic’s parts module can integrate vendor catalogs so you can order parts directly. Comes with NTP and Keller automatically, other catalogs can be uploaded at dealership’s request.
Cloud-Based (EverLogic Hosting) — EverLogic is primarily a cloud-based system, accessed via the internet and data stored on a cloud.
Commission — Commission refers to the sales commission earned by a salesperson or employee for a deal. The DMS includes commission calculation features as part of profit accounting and deal processing.
Consignment — A type of unit sale where the dealership is selling a vehicle on behalf of a private owner for a fee or commission.
Cycle Count — A feature in the parts inventory module for auditing and reconciling inventory quantities on a rolling basis.
Calendar (Service Calendar) — A scheduling tool in the service module that service managers use to set appointments and assign work to technicians.
Catalog (Parts Catalog) — EverLogic’s parts module can integrate vendor catalogs so you can order parts directly. Comes with NTP and Keller automatically, other catalogs can be uploaded at dealership’s request.
Cloud-Based (EverLogic Hosting) — EverLogic is primarily a cloud-based system, accessed via the internet and data stored on a cloud.
Commission — Commission refers to the sales commission earned by a salesperson or employee for a deal. The DMS includes commission calculation features as part of profit accounting and deal processing.
Consignment — A type of unit sale where the dealership is selling a vehicle on behalf of a private owner for a fee or commission.
Cycle Count — A feature in the parts inventory module for auditing and reconciling inventory quantities on a rolling basis.
D
DMS (Dealership Management System/Software) — A comprehensive software platform designed for running all aspects of a dealership’s operations. Dealership Management System and Dealership Management Software are used interchangeably and are often abbreviated DMS.
Deal — Refers to the complete sales transaction for a unit (vehicle) – from initial quote all the way to final delivery and posting to accounting.
Delivered (Deal Status) — The final status in the sales process, indicating a deal has been completed and the unit delivered to the customer.
Deposit — Money taken from a customer upfront to hold a unit or put toward the purchase. EverLogic allows you to record deposits on deals and apply them to the final sale.
Desking — The process of structuring and negotiating a vehicle sale, often involving adjusting deal parameters to meet the customer’s needs. In EverLogic, desking is facilitated by the quoting system which allows flexibility during negotiation.
DYMO — One of the many label printers supported by EverLogic. Specifically, we recommend the DYMO Label Writer 550 Turbo.
Deal — Refers to the complete sales transaction for a unit (vehicle) – from initial quote all the way to final delivery and posting to accounting.
Delivered (Deal Status) — The final status in the sales process, indicating a deal has been completed and the unit delivered to the customer.
Deposit — Money taken from a customer upfront to hold a unit or put toward the purchase. EverLogic allows you to record deposits on deals and apply them to the final sale.
Desking — The process of structuring and negotiating a vehicle sale, often involving adjusting deal parameters to meet the customer’s needs. In EverLogic, desking is facilitated by the quoting system which allows flexibility during negotiation.
DYMO — One of the many label printers supported by EverLogic. Specifically, we recommend the DYMO Label Writer 550 Turbo.
E
End of Day (EOD) — The daily closing process in EverLogic that finalizes transactions and posts them to accounting.
EverLogic — Cloud-based, all-in-one DMS designed primarily for RV, trailer, powersports, marine, and similar independent dealerships. Founded in 2003, EverLogic is notable for its QuickBooks integration, high-quality modules, and customer service.
EverLogic — Cloud-based, all-in-one DMS designed primarily for RV, trailer, powersports, marine, and similar independent dealerships. Founded in 2003, EverLogic is notable for its QuickBooks integration, high-quality modules, and customer service.
F
F&I (Finance and Insurance) — A common dealership term referring to the financing and insurance aspect of vehicle sales. In EverLogic, F&I functions are encompassed in the sales & finance module.
Finance Reserve — The profit a dealership earns by arranging a customer’s financing at an interest rate above the lender’s buy rate. EverLogic’s profit accounting feature allows you to account for finance reserve on deals.
FlexView — A feature in EverLogic that allows users to create customizable list views or reports by filtering and sorting data according to specific criteria.
Floor Plan — A financing method for dealership inventory, where a third-party finance company or bank provides a line of credit to purchase stock units.
Follow-up — Any post-sale or post-service contact with a customer, usually aimed at ensuring satisfaction or generating repeat business.
Finance Reserve — The profit a dealership earns by arranging a customer’s financing at an interest rate above the lender’s buy rate. EverLogic’s profit accounting feature allows you to account for finance reserve on deals.
FlexView — A feature in EverLogic that allows users to create customizable list views or reports by filtering and sorting data according to specific criteria.
Floor Plan — A financing method for dealership inventory, where a third-party finance company or bank provides a line of credit to purchase stock units.
Follow-up — Any post-sale or post-service contact with a customer, usually aimed at ensuring satisfaction or generating repeat business.
G
Global Payments Integrated — EverLogic’s integrated credit card payment processing solution. Global Payments allows EverLogic to handle credit/debit card transactions directly within the DMS.
Goodwill (Goodwill Payment) — A payment type or adjustment in EverLogic’s point-of-sale system representing an in-house courtesy or free-of-charge service.
Goodwill (Goodwill Payment) — A payment type or adjustment in EverLogic’s point-of-sale system representing an in-house courtesy or free-of-charge service.
H
Holdback (Dealer Holdback) — A portion of a vehicle’s price (often a few percent of MSRP) that is reimbursed to the dealership by the manufacturer or kept as profit.
I
Implementation (Onboarding) — The period (typically 30 days) and process of setting up EverLogic for a new dealership after purchase, before going live; includes data upload, document programming, QuickBooks mapping, training, etc.
Internal Payment — A payment method in EverLogic indicating that a charge is paid internally as part of a larger sale or covered by the dealership, rather than collected directly from the customer
Inventory (Unit Inventory) — The module for managing the dealer’s stock of units (vehicles like RVs, trailers, golf carts, etc.)
Itemization (Inventory Itemization) — In EverLogic, itemization usually refers to the detailed breakdown of costs or components associated with a unit or deal.
Internal Payment — A payment method in EverLogic indicating that a charge is paid internally as part of a larger sale or covered by the dealership, rather than collected directly from the customer
Inventory (Unit Inventory) — The module for managing the dealer’s stock of units (vehicles like RVs, trailers, golf carts, etc.)
Itemization (Inventory Itemization) — In EverLogic, itemization usually refers to the detailed breakdown of costs or components associated with a unit or deal.
J
Journal Entry (QuickBooks Journal Entry) — A manual accounting adjustment recorded in QuickBooks. Although EverLogic pushes transactional data automatically to QuickBooks, sometimes a dealership accountant may need to make journal entries in QuickBooks to adjust balances, correct errors, or apply depreciation. These entries are not created in EverLogic but are part of the overall accounting workflow once data is posted from the DMS.
K
Kenect — a texting platform that some dealers integrate with EverLogic to capture leads and communicate with customers. Though not built into EverLogic by default, dealers who use Kenect can have customer inquiries (such as website text leads) routed to their CRM or WebManager leads list.
L
Labor Code — A predefined common service job in EverLogic, with a set description and a fixed price (or standard time).
Lead (Web Lead) — A prospective customer inquiry, often originating from the dealership’s website or other online sources.
License — In the context of EverLogic software, a license represents an active login entitlement for using the system; licenses determined by active users rather than total users.
Lead (Web Lead) — A prospective customer inquiry, often originating from the dealership’s website or other online sources.
License — In the context of EverLogic software, a license represents an active login entitlement for using the system; licenses determined by active users rather than total users.
M
Mobile App (EverLogic Mobile) — A lightweight, web-enabled version of EverLogic designed to be used on mobile devices (phones, tablets) for remote dealership tasks.
Module — A distinct functional component of the EverLogic DMS, focused on a specific area of the dealership (Includes CRM, Parts Inventory, Point of Sale (POS), Sales & Finance, Document Management, Unit Inventory, QuickBooks Accounting, and Service)
MSRP (Manufacturer’s Suggested Retail Price) — The recommended selling price of a unit set by the manufacturer.
MTD (Month-to-Date) — A term used in reporting to indicate cumulative figures from the start of the current month up to today.
Module — A distinct functional component of the EverLogic DMS, focused on a specific area of the dealership (Includes CRM, Parts Inventory, Point of Sale (POS), Sales & Finance, Document Management, Unit Inventory, QuickBooks Accounting, and Service)
MSRP (Manufacturer’s Suggested Retail Price) — The recommended selling price of a unit set by the manufacturer.
MTD (Month-to-Date) — A term used in reporting to indicate cumulative figures from the start of the current month up to today.
N
Notes (Customer/Unit/Deal Notes) — Custom comments or observations recorded within EverLogic for internal use. Notes can be added in nearly every module – for example, on a Customer profile (e.g., “prefers weekend service”), on a Unit (e.g., “minor hail damage on roof”), or on a Deal (e.g., “waiting for trade title”).
O
Onboarding — See Implementation. EverLogic often uses “implementation” and “onboarding” to mean the same process of getting the software set up for a new client . It includes data transfer, training, and document programming before the dealership goes live on EverLogic.
P
Part Kit — A predefined group of parts commonly sold or used together, especially in service operations.
Point of Sale (POS) — The module that handles retail transactions and payments at the dealership.
Profit Accounting — In EverLogic, Profit Accounting refers to the tracking and analysis of deal profitability and related financial metrics, often used for calculating commissions and reserves.
Purchase Order (PO) — An order form generated to purchase goods – in EverLogic, POs are used in both the Unit Inventory and Parts modules.
Point of Sale (POS) — The module that handles retail transactions and payments at the dealership.
Profit Accounting — In EverLogic, Profit Accounting refers to the tracking and analysis of deal profitability and related financial metrics, often used for calculating commissions and reserves.
Purchase Order (PO) — An order form generated to purchase goods – in EverLogic, POs are used in both the Unit Inventory and Parts modules.
Q
QuickBooks — One of EverLogic’s standout features – the DMS integrates seamlessly with Intuit QuickBooks for accounting. This means that EverLogic does not have a standalone accounting ledger but relies on QuickBooks to handle the general ledger.
QuickBooks-Certified DMS — Certification meaning Intuit determines a specific software, like EverLogic, meets certain standards for integrating with QuickBooks.
Quote (Sales Quote) — A preliminary sales deal created for a prospective buyer, listing the unit and proposed figures but not yet finalized.
QuickBooks-Certified DMS — Certification meaning Intuit determines a specific software, like EverLogic, meets certain standards for integrating with QuickBooks.
Quote (Sales Quote) — A preliminary sales deal created for a prospective buyer, listing the unit and proposed figures but not yet finalized.
R
Repair Order (RO) — The central record in the Service module for any service or repair work done on a customer’s unit.
Reorder (Reorder Point/Notification) — In the parts inventory module, EverLogic allows you to set minimum quantity levels for each part in stock; a reorder notification or alert will trigger when the on-hand quantity falls below that minimum.
Reporting (Reports Tab) — EverLogic includes a reporting section that offers numerous pre-built (canned) reports across all departments.
Reorder (Reorder Point/Notification) — In the parts inventory module, EverLogic allows you to set minimum quantity levels for each part in stock; a reorder notification or alert will trigger when the on-hand quantity falls below that minimum.
Reporting (Reports Tab) — EverLogic includes a reporting section that offers numerous pre-built (canned) reports across all departments.
S
Sales & Finance (Sales Module) — The module where vehicle sales are structured and processed including quoting customers, arranging financing, and printing all sales documents.
Salesboard — An interactive sales tracking tool within EverLogic that allows management to evaluate and monitor sales activity at a glance.
Schedule (Delivery/Service Schedule) — Scheduling in EverLogic can refer to two contexts: scheduling service appointments (handled via the service calendar – see Calendar entry); and scheduling deliveries for sold units.
Selly CRM — An integration partner of EverLogic, Selly is a CRM platform geared toward used car dealers and similar operations.
Service (Service Department Module) — The module dedicated to the service department’s operations – managing work orders, technicians, and service history.
Split Deal — A vehicle sale in which credit is shared between two or more salespeople (or departments).
Status (Customer Status) — There are six preset Customer Prospecting Statuses; New, Hot, Warm, Inactive, Cold, and Lost. These Prospecting Statuses have predetermined follow-up timelines.
Salesboard — An interactive sales tracking tool within EverLogic that allows management to evaluate and monitor sales activity at a glance.
Schedule (Delivery/Service Schedule) — Scheduling in EverLogic can refer to two contexts: scheduling service appointments (handled via the service calendar – see Calendar entry); and scheduling deliveries for sold units.
Selly CRM — An integration partner of EverLogic, Selly is a CRM platform geared toward used car dealers and similar operations.
Service (Service Department Module) — The module dedicated to the service department’s operations – managing work orders, technicians, and service history.
Split Deal — A vehicle sale in which credit is shared between two or more salespeople (or departments).
Status (Customer Status) — There are six preset Customer Prospecting Statuses; New, Hot, Warm, Inactive, Cold, and Lost. These Prospecting Statuses have predetermined follow-up timelines.
T
Technician — In EverLogic, a technician is a user (employee) who performs service work and is typically assigned to jobs on repair orders.
Time Clock (Technician Time Clock) — A built-in feature for tracking the time technicians spend on each repair job.
Trade-In — A vehicle that a customer offers to the dealership as part of a purchase deal, to offset the price of the new unit.
Tag & Title — Refers to the vehicle registration and titling process which dealerships often handle for customers after a sale.
Time Clock (Technician Time Clock) — A built-in feature for tracking the time technicians spend on each repair job.
Trade-In — A vehicle that a customer offers to the dealership as part of a purchase deal, to offset the price of the new unit.
Tag & Title — Refers to the vehicle registration and titling process which dealerships often handle for customers after a sale.
U
Unsell (Undo Sale & Restock) — An action in EverLogic that allows a previously sold unit to be put back into available inventory.
Unposted (Unposted Items) — Transactions or records in EverLogic that have not yet been sent over to QuickBooks through the integration.
Unwash (Unwashing a Deal) — The act of making a change to a deal that was previously marked as “washed” (i.e., finalized/closed).
Unposted (Unposted Items) — Transactions or records in EverLogic that have not yet been sent over to QuickBooks through the integration.
Unwash (Unwashing a Deal) — The act of making a change to a deal that was previously marked as “washed” (i.e., finalized/closed).
V
VIN (Vehicle Identification Number) — A unique 17-character code used to identify each individual vehicle or unit.
W
Warranty (Service/Warranty Claims) — This term can have two meanings: selling extended warranties in F&I or performing warranty repairs in service.
Wash (Washed Deal) — In dealership terminology, to “wash a deal” means to close it out fully or account for it, often used in context of commission calculations or end-of-month.
WebManager — A partner service offered through EverLogic that provides dealership websites and online inventory display.
Window Sticker — A printed label or form that displays a vehicle’s information and price, usually placed on the vehicle while it’s on the lot.
Wash (Washed Deal) — In dealership terminology, to “wash a deal” means to close it out fully or account for it, often used in context of commission calculations or end-of-month.
WebManager — A partner service offered through EverLogic that provides dealership websites and online inventory display.
Window Sticker — A printed label or form that displays a vehicle’s information and price, usually placed on the vehicle while it’s on the lot.
X
XML (Lead Import Format) — A structured data format (Extensible Markup Language) used in web lead imports. EverLogic supports ADF/XML lead formats to import prospects from websites or third-party lead providers into the CRM.
Y
YTD (Year-to-Date) — A term used in reports to indicate cumulative figures from the beginning of the current year up to today.
Z
Zebra (Zebra Label Printers) — One of the many label printers supported by EverLogic. Specifically, we recommend the ZD410, ZD411, or LP 2824 Plus.
