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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 | Help |
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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.
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Assign the finance companies to the 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
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 the Cash, Promo, and MSRP fields. These fields will be used on the Sales Quotes.
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