Custom Quote Builder Help

Create new accounts for finance companies.

Under the finance companies, create finance programs.

Field Name	Help
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 14,152.5 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.

Field	Help
Estimated Dealer’s Cost	Participation Cost + Dealer
Margin + Finance Rate	Dealer's Margin + Participation Fee
Selling Price	Dealer / (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, (Selling_Price__c*(Interest_Rate__c/12)) / (1 - (1 + (Interest_Rate__c/12))^(-Months__c)), Selling_Price__c / Months__c)

Create new accounts for dealers.

Assign finance companies to dealers.

Create contacts under the dealer account for sales reps.

Use the Salesforce User field to link Sales Reps to Salesforce Users.

Products are created/updated from GoldFinch items, together with the Serial Tracked field.

We should maintain one Price Book, Standard Price Book.

Yakta should clone the Price Book to archive the old prices, before it tries to mass update prices a few times a year.

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 Cash, Promo, and MSRP fields.

Search the existing opportunities first before creating a new one.

Field Name	Help
Opportuntity Name	Manually enter a value.
Account	If blank, the NEW account is populated automatically.???
Assigned Dealer	If blank, the dealer account that is linked to the assigned rep is populated automatically.
Assigned Salesrep	If blank, the contact that is linked to the log in user is populated automatically.
Opportuntity Currency	CAD is entered automatically.
Closed Date	If blank, the system will enter today’s date automatically.
Stage	If blank, the system will enter Discovery automatically.
Price Book	Standard Price Book is entered automatically