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After you finalize the products and quantity, scroll to the Payment section to select a Finance Company.
The finance programs associated with the finance company will be automatically populated.
You can continue to adjust the Participation Fee and Dealer’s Margin as needed.
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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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Currently, if you change the Customer’s First Name, Last Name, Phone, Email and Address, the changes are NOT copied back to the account. Need to discuss it more. |
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The detailed finance program 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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