Overview
YAKTA needs following changes in Quote Builder
Calculation Example Documents
Finance Program Changes
On Finance Program, Add Documentaion Fee ( Currency Field) and add to Selling Price
Selling Price = | 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
