Setup
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| Table of Contents | ||
|---|---|---|
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Setups
Finance Companies
Create new accounts for finance companies.
Finance Programs
Under the finance companies, create finance programs.
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Field Name | Help | |
|---|---|---|
Dealer | Enter 10,200 to test calculations. When creating quotes, this number will be replaced by the actual Dealer Cost set up for each product. | |
Cash | Enter 12,750 to test calculations. When creating quotes, this number will be replaced by the actual Cash price set up for each product. | |
Promo | Enter 14,152.5 to test calculations. When creating quotes, this number will be replaced by the actual Promo price set up for each product. | |
MSRP | Enter 15,709.28 to test calculations. When creating quotes, this number will be replaced by the actual MSRP price set up for each product. | |
Interest Rate | Enter a value. It cannot be changed on the quotes. | |
Months | Enter a value. It cannot be changed on the quotes. | |
Participation Fee | Enter a default value by the program. When creating quotes, this number can be changed by the sales rep. | |
Dealer’s Margin | Enter a default value by the program. When creating quotes, this number can be changed by the sales rep. |
Field | Help | |
|---|---|---|
Estimated Dealer’s Cost | Participation Cost + Dealer | |
Margin + Finance Rate | Dealer's Margin + Participation Fee | |
Selling Price | Dealer / (1- (Margin + Finance Rate )) | |
Estimated Dealer Margin | Selling Price - Estimated Dealer's Cost | |
Participation Cost | Selling Price * Participation Fee | |
Monthly Payment | if (Interest_Rate__c != 0, |
Dealer Accounts
Create new accounts for dealers.
Assign finance companies to dealers.
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Sales Reps
Create contacts under the dealer account for sales reps.
Use the Salesforce User field to link Sales Reps to Salesforce Users.
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Products
Products are created/updated from GoldFinch items, together with the Serial Tracked field.
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Price Book Entries
We should maintain one Price Book, Standard Price Book.
Yakta should clone the Price Book to archive the old prices, before it tries to mass update prices a few times a year.
Each Yakta product should have 2 price entries. One for CAD, and the other one for USD.
Click Edit on the Price Entries, to edit Cash, Promo, and MSRP fields.
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Creating Quotes
Every sale must have an opportuntity.
Quotes must be created from opportuntities
Create an Opportunity
Search the existing opportunities first before creating a new one.
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Field Name | Help | |
|---|---|---|
Opportuntity Name | Manually enter a value. | |
Account | If blank, the NEW account is populated automatically.??? | |
Assigned Dealer | If blank, the dealer account that is linked to the assigned rep is populated automatically. | |
Assigned Salesrep | If blank, the contact that is linked to the log in user is populated automatically. | |
Opportuntity Currency | CAD is entered automatically. | |
Closed Date | If blank, the system will enter today’s date automatically. | |
Stage | If blank, the system will enter Discovery automatically. | |
Price Book | Standard Price Book is entered automatically |
All End User Quotes must start from an opportunity.
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