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Index How-To Guide

How to Setup a Tenant

Tenant Setup outlines the minimum required configuration to setup a tenant in Index and enable order processing through Lane (Dealer Management System). Follow the steps sequentially to ensure all dependencies are properly configured.

Set Up Company Profile (Foundation Configuration)

  • Begin by navigating to Company Configurations → Company Profile. This section establishes the core identity and operational settings of the tenant.

  • Within the Profile tab, enter company details such as company name, email, country, currency, and operational preferences. These settings drive system-wide defaults.

  • Move to the Address tab to define the company’s registered and operational address details, ensuring accurate regional mapping.

  • In the Personalization tab, configure branding elements such as logos and UI preferences to align the platform with company identity.

  • Under the Language tab, select supported languages for system usage. This requires backend enablement.

  • Proceed to the Documents tab, where document handling configurations are defined. This step requires S3 credentials, which are provided by the QA/DevOps team. These are configured on tenant account settings.

  • In the Pricing tab, define company-level pricing strategy using either Standard Rates or Standard Charts, which will act as fallback pricing during deal processing.

Configure Program Setups (Master Data for Deals)

  • Navigate to Company Configurations → Program Setups. This section defines all master parameters used across pricing and eligibility.

  • Configure the Asset Catalogue to define asset categories available for financing.

  • Define Asset Condition and Asset Usage to classify new/used assets and usage types.

  • Set up Annual Mileage and Term, which will later be used in deal structuring.

  • Configure Credit Score ranges and Financed Amount ranges, as these directly impact eligibility, pricing, and pre-qualification.

  • Define Business Units if multiple operational divisions exist.

Configure Asset Setups

  • Go to Company Configurations → Asset Setups.

  • Under Add-On Category, define categories for additional features or services.

  • In OEM Add-Ons, configure manufacturer-specific add-ons that can be attached to assets.

Configure General Setups (Integrations & System Controls)

  • Navigate to Company Configurations → General Setups.

  • Before proceeding, ensure required subscriptions:

    • Hubex subscription (mandatory for integrations)
    • Dock subscription (mandatory for document templates)

  • In the Integrations tab, configure third-party services i.e. Location Services, Calculation & Taxation, and F&I Products after subscribing to Hubex.

  • In the Document Type tab, define required document categories. This requires prior setup of finance types (e.g., Lease, Finance).

  • Configure Decision Status to map external credit responses to internal statuses.

  • Define Stipulations to capture conditional requirements for deal approvals.

  • In the Templates tab, configure document templates. This requires:

    • Dock subscription
    • At least one dealer configured in Dealer Management

  • Configure the Pre-Qualification tab to define eligibility rules based on credit score and financed amount.

Configure Deal Setups (Deal-Level Parameters)

  • Navigate to Company Configurations → Deal Setups.

  • Define Contract Annual Mileage and Contract Term, which will be used in deal structuring.

  • Configure Fees applicable to deals.

  • Define Business Trading Age requirements for applicants.

  • Set up F&I Marketing Materials.

  • Configure Rebates to define incentives applicable during deal creation.

Configure Lender Profiles

  • Navigate to Lender Configurations → Lender Profile.

  • Create lender(s) by defining finance types, pricing programs, and credit decisioning methods.

  • Ensure at least one lender is marked as default, as it will be used during deal processing.

Configure Pricing (Charts and Programs)

  • Go to Pricing Configurations → Charts.

  • Define required charts including:

    • Base Rate
    • Margin Rate (shuold be initialized as empty)
    • RV/Balloon
    • Down Payment
    • Commission
    • Subsidy
    • Fees

  • Next, navigate to Pricing Configurations → Programs → Add New Program.

  • Within the program:

    • Configure General details
    • Define Financial Parameters
    • Set Subsidy and Commission
    • Configure End-of-Term conditions
    • Associate Dealers and Assets
    • Link relevant Charts

  • This ensures pricing logic is fully operational.

Configure Dealer Management

  • Navigate to Dealer Management.

  • Add dealer(s) by entering basic details such as dealer name, code, and contact information. This dealer will later be used for Lane login and deal execution.

Configure Dealer Profile (Critical for Order Journey)

  • Go to Dealer Configurations → Dealer Profile.

  • Complete mandatory tabs:

    • General tab: Define core dealer details
    • Preferences tab: Configure pricing preferences and defaults
    • Payment tab: Set payment-related configurations

  • Configure additional tabs as needed:

    • Trade-In
    • Personalization
    • Work Schedule
    • Appointments
    • Dealer Fees
    • Integrations
    • Templates
    • Custom Links
    • Individualized Agreements
    • Social Links
    • Chat
    • Reservation & Deposit

  • These configurations directly impact the dealership’s behavior in Lane.

Configure Dealer Add-Ons and F&I Products

  • Navigate to Dealer Configurations → Dealer Add-Ons to define optional services.

  • Then go to Dealer Configurations → F&I Products.

  • Under Individual Products, configure standalone F&I offerings.

  • Under Bundle Products, group multiple F&I products into packages for bundled selling.

Configure Dealer Lender Management

  • Navigate to Dealer Configurations → Lender Management.

  • In the Lenders tab, import or map lenders specific to the dealer.

Configure Dealer Rebates

  • Go to Dealer Configurations → Rebate Management.

  • Configure both:

    • Company Rebates
    • Dealer Rebates

  • Ensure rebates are aligned with finance types, terms, and eligibility criteria.

Upload Inventory

  • Navigate to Inventory Management.

  • Download the inventory template, populate the template, and upload the file back into the system.

External System Enablement (Lane)

  • Ensure Lane subscription is active for dealership operations.

  • Log in to Lane using the dealer user created in Dealer Management.

  • This enables execution of the full order journey, credit application, and deal processing.

Key Dependencies Summary

  • Hubex → Required for integrations
  • Dock → Required for document templates
  • S3 Credentials → Required for document storage
  • Lane → Required for order journey execution

This configuration flow ensures that the system is fully prepared to create, process, and manage deals end-to-end. Skipping any mandatory step may result in incomplete deal processing or system errors.

How to Add Company Details

Navigate to Company Configurations > Company Profile > Profile tab. Fill in the required fields such as Company Name, Email, Website, Country, Preferred Currency, Time Zone, and Contact Details. Click Save to store your company profile.

How to Configure a New Lender for a Dealer

Go to Dealer Configurations > Lender Management > Lenders tab. Select a dealer from the drop-down. Click Import Lender, choose a provider with active integration, and complete the pre-filled drawer with finance types, rates, and status. Click Import to finish setup.

How to Define a New Rate Chart

Go to Pricing Configurations > Charts. Click Add New Chart, provide chart name, type, applicable asset class, and duration range. Add slab entries with rate and residual values. Click Save to create the chart.

How to Set Up a New Lending Program

Navigate to Pricing Configurations > Programs. Click Add New Program and define program name, type (lease/finance), and linked chart. Assign applicable dealers, fees, and checklist. Save the program to enable it.

How to Add a New Dealer

Go to Dealer Management. Click Add Dealer and enter dealer details like name, address, contact information, and domain. Configure status and preferred finance type. Click Save to register the dealer.

How to Add an F&I Individual Product

Navigate to Dealer Configurations > F&I Management > Individual Products. Click Add New Product, enter product code, name, description, provider, and markup. Attach media files and select applicable finance types. Enable the product and click Save.

How to Bundle F&I Products

Go to Dealer Configurations > F&I Management > Product Bundles. Click Add New Bundle, name the bundle, and add a description. Select multiple existing F&I products and add pricing details, media, and status. Click Save to activate the bundle.

How to Upload Inventory Units

Navigate to Inventory Management. Click Upload Inventory and use the provided template or bulk upload file. Fill in unit details like VIN, odometer, color, and price. Submit to upload and manage listings.

How to Configure Required Documents

Go to Program Setups > Checklist Configuration. Click Add Checklist, name the checklist, and list required documents (e.g., ID proof, insurance, address verification). Associate the checklist with a program under Pricing Configurations. Click Save.

How to Set User Roles and Permissions

Navigate to User Management. Click Add New User, input user details and assign a role from pre-defined access levels. Set status to Enabled and save the profile. Use the Edit option later to update permissions.

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