Lizzy NCR (New Customer Registration)

  • Lizzy NCR (New Customer Registration) Form

    The Lizzy Dealer Management System powered by nizeX, Inc.

  • Company Info:

    Please enter your company's info: **Note: fields with red asterisks * are required fields
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  • Multi-location Information: Lizzy supports multi-location dealerships. If your dealership has more than one location and they share the same Federal EIN Number, then you can be multi-location. You can run your financial reports by a single location or for all locations. You will be able to transfer units and parts inventory between the locations. You may also have separate checking accounts per location set up.

    • Click here to enter Multi-location information 

    • Please enter the additional locations information:

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    • Click here to enter Multi-location information (close) 



    • Current Software:

      Please list the current software the dealership uses as their Dealer Management System. 

      i.e.) Lightspeed NXT, Lightspeed EVO, DX1, Comptron, C-Systems Infinity, DIS, LightspeedHQ.com, Lightspeed OnSite, Quickbooks, Ideal Computer Systems, MIC Commander, HBS, BIT Software, Blackpurl

      **If the dealership has no current DMS please type in NONE then click the ADD button.

    • Hours of Operation:

      Please select the companies hours of operation - leave blank if the business is closed on a certain day - Choose Monday - through Friday if the hours are the same, modify Tuesday through Thursday only if different.
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    • This section will only need modified if hours of operation are different then Monday through Friday in the above section:

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    • Click Here to Modify Winter Hours 

    • Winter hours of operation:

      Please select the companies winter hours of operation - leave blank if the business is closed on a certain day - Choose Monday - through Friday if the hours are the same, modify Tuesday through Thursday only if different.
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    • This section will only need modified if winter hours of operation are different then Monday through Friday in the above section:

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    • Click Here to Modify Winter Hours (close) 

    • **Note: You may click the save button below to save your paperwork and fill out it at a later time. You don't need to create an acct. simply click the "Skip the Create an Account link" and enter your email to have a link emailed to you, or click the "Get shareable link" and it will be copied to your clip board. You should immediately open/book mark the page in case you copy something else to your clip board, it will erase the link.

       

      **Note: fields with red asterisks * are required fields

  • Owner & Employee Info:

    Please add Owner & Employee Info **Note: fields with red asterisks * are required fields
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  • Employee Info

    Enter your Employees (click the + button to add additional employees). They must have a unique email address for account login.

  • You may import a spread sheet for your employee list. Preferred file type is .CSV / .XLSX / .XLS. Please include the following column names as the header bar: First Name | Last Name | Mobile # | Email Address | Position per employee

    **Each employee's email address must be unique for account login.

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  • **Note: fields with red asterisks * are required fields

  • Conversion Info

    What is a Conversion?

  • A Conversion allows you to bring data from your existing software into Lizzy. During a conversion you will send us the files containing data you wish to convert in CSV format. We will import these files into Lizzy and then ask you to spot-check the imported data to ensure everything came over properly. A trial run is done with all information you wish to import. Once we have verified that this information can be successfully converted into Lizzy we will do a fresh import with the latest data prior to you "going live". This allows you to bring over the most current information possible.

    **Note: Please do not send conversion files until directed to do so by your conversion rep. Only CSV files may be converted. Our staff will assist you with trying to export your data from your current software. However, your current software must have the ability to extract the data into a useable CSV format. Fields with red asterisks * are required fields

     

  • Please take the time to answer the following questions to the best of your ability.

    The more information provided will give the conversion staff the information needed to Pre-Setup the Lizzy database. Any information that is not entered you'll be required to setup.

  • Conversion | Non-Conversion Data Information

  • IF you have a vendor file and would like to upload it, please make sure it has the following fields (fields with * are required)

    Brand Name is a shortened version of the full company Name

    ie. Brand Name = "Honda" and full company name might be "American Honda Motor Company".  They CAN be the same.

    This should include all contact types EXCEPT your Customers. In providing a Vendor file, please include all Contact Types, including Government / Expense / Suppliers / Distributors / Warranty / Service Brands / Manufacturers / Inventory Suppliers / Retail Finance / Floorplan (Dealership financing of serialized wholegoods / units)

    **Brand Name | **Business Name | Street Address | City | State | Zip | Business Number | Fax Number | Other Number

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  • Note: If you don't have a file to upload, you may input the required info below.  A spread sheet can be generated from entering in the info.  Contacts marked with * are required for basic setup of Lizzy.  IF you are not using the Lizzy Accounting, you may skip non-essential Contacts (contacts not marked with *) 

  • Please Select or Add all the unit types the dealership will Sell, Service, or take in on Trade.

    Examples: ATV | Motorcycle | Street Bike | Tractor | Side x Side | Blower | Weed Trimmer | Boat | Outboard Engine | RV | Trailer

  • **Note: fields with red asterisks * are required fields

  • F&I / Unit Sales Forms

    Please upload a copy of Buyers Order, DMV Forms (ie: Application For Title & Registration, Odometer Statement, Power of Attorney), Retail Installment Contracts, Agreement to Provide Insurance, Membership Agreements, Credit Apps, Extended Warranty, GAP Coverage, Tire & Wheel Coverage, MSOs, Service Checklists, any In-House custom forms that are filled out for any part of the sale of a major unit / serialized / wholegood.

  • You may upload your custom forms below. Just click the browse files buttton and search, select the files for upload. Multiple file types are excepted. Any electronic format: PDF, Excel, Word, Text, Etc. 

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