Default Quote in New Desking | Voters

Default Quote in New Desking

Todd Coover

Need an option to have some of the pricing shown so you can be given the option of Pricing minus discounts plus any accessories "plus tax, tag, title and fees" without a complete out the door breakdown. Currently if you select "no breakdown" it does not show anything not even a sales price.

Todd Coover

We would want the MSRP/Retail field. Then the Discount and the customer discount. Provide a sub total. Then anything in the Accessories line and a new subtotal. Then a single line with no figures that reads" plus tax, tag, title, and any fees". This is for when we are printing for a customer facing interaction. Yes the "no breakdown" literally shows no pricing at all

Shelby Parker

Thanks for writing this up, Todd Coover — totally hear you on the friction here. Just to make sure we’re aiming at the right behavior in New Desking: when you select “no breakdown,” which pieces do you still want to show by default (e.g., sales price only, sales price minus discounts, accessories, and/or a single line like “plus tax, tag, title & fees”)? Also, who is this default quote view primarily for (customer-facing, salesperson/internal, manager review) and when are you using it? Lastly, with “no breakdown” today, is the main issue that it’s literally showing nothing/blank, or that it’s hiding too much detail even though a total is available somewhere else?