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The details are available automatically after clicking “Quick Save”
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Add /
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Edit Products
Scroll to the bottom
Click Add Lines to add products.
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Type any part of the Product Name in the Item field to search for products.
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The following fields are automatically populated.
Edit as necessary
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Field Name | Help |
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Estimated Dealer’s Cost | From the Dealer Cost field from the Price Entry, filtered by Currency on the header |
Margin | Default to 20% but 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 |
Add / Edit Payment Details
After you finalize the products and quantity, navigate to the Payment tab to select a Finance Company.
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| Info |
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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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