Quote Builder Setup
- Scott Zhuo
- Becky Christiansen (Unlicensed)
Finance Companies
Create new accounts for finance companies.
Finance Programs
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 14,152.50 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 |
|
Field | Help |
|---|---|
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, |
Dealer Accounts
Create new accounts for dealers.
Assign the finance companies to the dealers.
Sales Reps
Create contacts under the dealer account for sales reps.
Use the Salesforce User field to link Sales Reps to Salesforce Users.
Products
Products are created/updated from GoldFinch items, together with the Serial Tracked field.
Price Book Entries
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.