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Products are created/updated from GoldFinch items, together with the Serial Tracked field.
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Price Book Entries
We should Should only maintain one active Price Book, Standard Price Book.
Yakta updates product prices a few times a year. Before mass updating product prices, clone the Price Book to archive the old prices.
On the price book, 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. These fields will be used on the Sales Quotes.
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Field Name | Help | |
|---|---|---|
Opportunity Name | Manually enter a value. | |
Account | If blank, the NEW Customer account is populated automatically. The NEW CUSTOMER TEMPLATE account has the field, New Customer Template field checked. | |
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 Opportunity 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 |
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To create a new quote, click New Quote.
To clone from an existing quote, click Quote Number to go to the Quote page, then click the Clone button. After cloning, you will be on the new quote automatically with the same header and lines as the cloned quote. The new Quote will have the Syncing field checked automatically.
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On the Quote, The following information is automatically populated.
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Field Name | Help | |
|---|---|---|
Estimated Dealer’s Cost | From the Dealer Cost field from the Price Entry, filtered by Currency on the header | |
Margin | Default to 20%, and can be changed. | |
Quantity | Default to 1 but can be changed. | |
Unit Price | Estimated Dealer’s Cost / (1- Margin)) | |
Line Amount | Quantity * Unit Price | |
Dealer Cost | From the Dealer Cost field from the Price Entry, filtered by Currency on the header | |
Cash | From the Cash field from the Price Entry, filtered by Currency on the header | |
Promo | From the Promo field from the Price Entry, filtered by Currency on the header | |
MSRP | From the MSRP field from the Price Entry, filtered by Currency on the header |
After you finalized finalize the products and quantity, navigate to the Payment tab, to select a Finance Company.
The finance programs associated with the finance company will be automaticlly automatically populated.
You can continue to adjust the Participation Fee and Dealer’s Margin as needed.
Then select a Finance Program. The total Selling Price, and Estimated Dealer’s Cost will be allocated down to the detailed lines using the Dealer Cost field for each of the products.
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Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
Select the a customer, and then the system will automatically names populate the name and the address to the quote, together with the customer id.
If you update customer’s names name and address, then save, the system will automaticaly automatically update the account with the updated information.
If the customer is a new customer, using a template account, with New Customer Template = yes, the system will create a new account with the entered customer’s name, and address.
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The detailed finance program will be saved to with modified Participation Cost and Dealer Margin is saved in the Finance Program Details field on the Quote for future retrieval.
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Opportunity is sync’d from the latest quote.
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Assign Serial No.
Click the Product field on the Opportuntity Opportunity Product with Serial Tracked = true.
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Click Assign Serial No.
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You can Assign, or Unassign Serial Numbers for the product.
You will only see Serial Numbers that are with the Dealer Account, and are not assigned to other opportuntitiesopportunities.
Click Save to save the assignment.
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