Desking: Maintain deal terms when changing vehicle
gathering votes
A
Adam Miller
When we move a customer to a different vehicle, the system automatically reverts back to defaults, as far as cash down and terms in the grid. It would be very useful to at least have an option to maintain those when working with the same customer but switching the vehicle in the deal (which does happen relatively often).
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Adam, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Adam Miller, thanks for this post! I have a few more questions for you:
- How often do you find yourself needing to switch vehicles for the same customer during a deal?
- Are there specific deal terms that are more critical to maintain when switching vehicles?
- Would maintaining deal terms by default or having an option to choose be more beneficial for your workflow?
D
Duane Ford
Shelby Parker my store is pretty high volume doing about 400+ units a month. On a daily basis we are switching vehicles on customers and as soon as the vehicle is switched, the pencil gets reset and it’s chaos if we revert back to it. It would be great if it wete By default and it would be beneficial if the entire deal stayed the same.
A
Adam Miller
Hey Shelby Parker
1 - This happens multiple times daily.
2 - Cash down, term, and rate are the main items
3 - A toggle would be ideal, provided we had the ability to set defaults to either on or off. Otherwise a default to maintaining the terms would be functionally equivalent to a user who has to enter fresh terms in the current setup, anyway.