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Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 5/22/2014 4:41 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2260
Template/Type: Other Documentation
Title/Caption: Note - Deal Calc - "Desking a Deal"
Start Date: 9/17/2012
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
Deal Calc – “Desking a Deal”
- Search by stock & tied to a stock & loc
- Import vehicle data (cv)
o Stock, year, make, model, description, VIN, extras (subs & pieces of the basis)
- Selling price
- ACV or basis
- Customer view (toggle switch)
- Trade ACV & trade Allowance (customer view)
- Gross profit
- Interest rate (cv)
- Interest buy rate
- Months or years
- Tax rates – choose a location
- Dealer handling
- Payoff or lien payoff
- Warranties possible corp-wide settings or something
- Down payment
- Maybe tie values into a quote (extra)
o Save both views
- Add-on’s
- Parts & accessories
- Labor
- Google a payment calculation to help figure out interest rate difference
- Once a customer agrees upon the deal… help pass that data to sales invoice “Load the deal”
- Be able to go backwards – maybe have max payments or max profits, etc.