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Field Name | Help |
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Dealer | Enter 10,200 to test calculations. When creating quotes, this number will be replaced by the actual Dealer Cost set up for each product. |
Cash | Enter 12,750 to test calculations. When creating quotes, this number will be replaced by the actual Cash price set up for each product. |
Promo | Enter 14,152.50 to test calculations. When creating quotes, this number will be replaced by the actual Promo price set up for each product. |
MSRP | Enter 15,709.28 to test calculations. When creating quotes, this number will be replaced by the actual MSRP price set up for each product. |
Interest Rate | Enter a value. It cannot be changed on the quotes. |
Months | Enter a value. It cannot be changed on the quotes. |
Participation Fee | Enter a default value by the program. When creating quotes, this number can be changed by the sales rep. |
Dealer’s Margin | Enter a default value by the program. When creating quotes, this number can be changed by the sales rep. |
Documentation Fee |
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Field | Help |
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Estimated Dealer’s Cost | Participation Cost + Dealer Cost |
Margin + Finance Rate | Dealer's Margin % + Participation Fee % |
Selling Price | (Dealer Cost + document fee) / (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, |
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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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