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Waseem?
Which dealer should we use to test?
Can you set up Finance Programs for the dealer?
Overview
YAKTA needs the following changes in Custom Quote Builder Program
Calculation Example Documents
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Finance Program Changes
On Finance Program, Add Documentaion Fee ( Currency Field) and add to Selling Price
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Selling Price =
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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.
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
Quote PDF Changes
We should have a Check Box selection on all available finance programs that when selected will show like this on Quote PDF
Add All Finance Companies Option to show all Finance Programs of all Finance Companies and let them choose they would like to print. The selection logic of finance program will work the same.
Create a Clone of Current Quote to replicate following design (For YAKTA’s review). The shown finance companies should be the one selected
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Finance Program
We added a new field, Documentation Fee, which typically is $150
Custom Quote Builder
Add Document Fee to all 4 fields. Then used updated Dealer Cost for the remaining calculations.
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On the Product Lines
Margin should be default to 20%, which is done already.
Hide the Margin field
Unit Price field is not editable.
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On the Payment Page,
Margin should be default to 20%, which is done already. Hide the Margin field
Participation Fee is not editable. Participation Fee is from the Finance Program table.
To the right of Finance Program, add a new field, Dealer Fee’s. Editable. Allow users to enter a number that is not negative.
If it is not a Cash Deal, increase Dealer Cost, Cash Promo, MSRP by the amount of Dealer Fee’s for each Finance Program lines. Calculations for other fields should remain the same.
Participation Cost
Margin + Finance Rate
Estimated Dealer’s Cost
Selling Price
Estimated Dealer Maring
Month Payments
Savings from MSRP
If it is a Cash Deal, the Dealer Fee should be allocated back to Product Lines using Line Amount.
To the left of the Finance Program, add a checkbox, Print.
Print will be the first column
Allow users to select Fiance Programs under each Finance Company.
Total 6 Finance Programs are allowed.
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Finance Quote PDF
Clone the existing Quote.
Suggested format.
Display selected Finance Programs.
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Nice layout that we can learn.
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Verifications
We will use these two documents to check monthly calculations.
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