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Overview

YAKTA needs following changes in Quote Builder

Calculation Example Documents

View file
nameFinancing Quote Template.docx

View file
nameYakta Payment Quote Tool - Morgyn Isaac 20240404.xlsx
View file
nameYC_ConsumerComm_May thru July 2024.pdf
WhatsApp Image 2024-05-01 at 09.59.39_2ba859b6.jpgImage Modified

Finance Program Changes

  • On Finance Program, Add Documentaion Fee ( Currency Field) and add to Selling Price

Selling Price =

Dealer / (1- (Margin + Finance Rate )) + Documentation Fee

  • Dealer Margin on Finance Program on Quote builder should be locked and not editable at 20%, Also, hide Dealer Margin on Quote Builder.

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  • Lock Participation fee but show on Quote Builder

Item Lines

  • Margin / Unit price should not be editable on Product lines

  • For “ Paid by Cash” Finance Company, Add Dealer Fee field on Item lines that cannot go -ve and will be added to Unit price. This field will be editable

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