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Overview
YAKTA needs the following changes in the 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
When creating a new quote, display these 4 fields from Price Entry table. Same as before
Dealer Cost
Cash
Promo
MSRP
On the Product Lines
Margin should 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 default to 20%, which is done already. Hide the Margin field
Participation Fee is not editable. Participation Fee is from the Finance Program table.
For all finance programs, add Document Fee to these 4 fields for calculation:
Dealer Cost
Cash
Promo
MSRP
To the right of the Finance Program field (above the table), add a new field, Dealer Fee’s. Editable. Allow users to enter a number that is not negative.
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If it is a Cash Deal, the Dealer Fee should be allocated back to recalculate the Unit Price on the Product Lines using the Line Amount to allocate.
If it is not a Cash Deal, increase Dealer Cost, Cash Promo, MSRP (after the Document Fee) by the amount of the Dealer Fee’s for each Finance Program line. Calculations for other fields should remain the same.
Participation Cost
Margin + Finance Rate
Estimated Dealer’s Cost
Selling Price
Estimated Dealer Margin
Month Payments
Savings from MSRP
Add a checkbox in the Finance Program table as the first column, Print.
Allow users to select Finance Programs under each Finance Company.
Total 6 Finance Programs are allowed for all Finance Companies.
When saving, test that there are no more than 6 Finance Programs selected, or error.
Finance Quote PDF
Clone the existing Quote.
Suggested format:
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Verifications
We will use these two documents to check monthly calculations.
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