Quote Builder Changes 05/03/2024 (W?)

Overview

YAKTA needs the following changes in the Custom Quote Builder Program

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.

Open

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.

Open

• 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:

Verifications

We will use these two documents to check monthly calculations.