How to Edit a Reconciled Bundle

If you need to make changes to a reconciled bundle, it's essential first to undo the reconciliation. This guide will walk you through the steps necessary for editing your reconciled bundles effectively.

Step 1: Accessing the Deals Page

Begin by navigating to the Deals Page. Here, you'll find all your bundles listed for easy access.

Step 2: Locating Your Bundle

You can locate the specific bundle you wish to edit by using filters or searching directly:

• Set Filters: Adjust your filters to show "All" deals if needed.
• Search by VIN: If you're looking for a specific vehicle, enter its Vehicle Identification Number (VIN) in the search bar.

Step 3: Undoing Reconciliation

Once you've found the relevant deal, proceed with these actions:

1. Select Menu Icon:
• The menu icon is represented by three horizontal lines located on the right side of your selected bundle.
2. Select 'Undo Reconciliation':
• This option will allow you to revert back from reconciliation and enable edits on that particular bundle.

Step 4: Making Necessary Edits

Your bundle is now ready for editing. Make any adjustments required as per your needs. Once done, ensure that all information is accurate before proceeding further with any transactions related to this deal.

Troubleshooting Tips

• If you're unable to find an option or encounter issues while trying these steps, double-check that you have appropriate permissions set within your account settings.

This process allows flexibility in managing reconciled bundles efficiently. By following these steps carefully, you'll be able to maintain accurate records and make necessary updates without hassle!