How to use the deal calculator

In a vehicle sale or quote, using the view deal button you can enter expected costs to view an expected profit on the sale.

1. In the Edit Sale or Edit Quote screen, click View Deal.
   
   
   
2. The Vehicle tab will show the deal broken down into all costs associated with the sale, and will give a Total Deal Profit based on what has been entered.
   
   
   
3. The Trade In tab will show any Trade Ins entered in the sale, and any Over or Under Allowances will impact the deal profit. This tab will also display any Packaged Items.
   
   
   
4. The Extras tab will give you a profit breakdown on each Factory Option and Accessory applied to the sale.
   
   
   
5. The After Care/F&I tab will provide a profit breakdown on any After Care Items or Finance and Insurance Commissions applied on the sale.
   
   
   
6. The Re-conditioning tab will show a profit breakdown on each Vehicle Cost applied to the stock unit. The top half of the screen is where you can enter any Estimated Costs, and the bottom half will show all Actual Vehicle Costs that have already been added to the stock unit. If an item is showing in the Actual Vehicle Costs field, you should NOT enter it again in the Estimate Costs field.
   
   
   
7. In the Factory tab you can enter any estimated Factory Receivables you may be entitled to.
   
   
   
8. In the Deal History tab you either enter Estimated Gross Profit in the available fields, or click Auto Populate from the Deal Profit, which will use the figure shown in the Vehicle tab. From here you can click Save Current Deal to record the deal history, and click View Saved Deal to then print out the saved deal sheet.
   
   
   
9. By saving the deal, you can then compare the Estimated Profit vs Actual Profit once the sale has been finalised in the Daily Operating Control Detailed report.
   
   
   

The Quick Deal function is essentially the same as the Deal Calculator, but you don't need an already created sale to calculate the expected profit. You are then able to Make a Quote from the Quick Deal function.

Related Articles

How to sell a vehicle

How to create a vehicle quote