New Desking - Add Accessories by New or Used
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Meghan Fitzgerald
Ability to have Accessories auto default by vehicle New, Used, or all just like how Fees work.
Created by Zach Angus
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Jacob Coleman
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Great News! We've added functionality to Accessories in Desking so that you can default accessories to New Vehicles Only or Used Vehicles Only. You can also select which accessories are shown on the Default Proposal! Thanks for the feedback!
Drew Adler
in progress
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Jake Hales (Gee Corporate)
I don't know if this is the same case or not, we noticed that accessories added in vAuto for our Toyota location is not added into the selling price of the vehicle. This seems like a relatively easy way to tap that field and both add the accessory by line item and include it into the selling price.
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Kate Gallagher
Majority of our stores add accessories to all new vehicles but none to used. Currently we have the standard new car accessories as a default in desking so the accessories are not missed on proposals. However this is causing extra work of managers having to delete the accessory on all used vehicles.
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Jacob Coleman
gathering votes
Shelby Parker
Hey Meghan Fitzgerald, thanks for your feedback! Following up on this:
- Can you provide more details on how you envision the auto default feature for Accessories based on the vehicle's status (New, Used, or all) to work?
- Are there specific accessories that should be auto defaulted for New and Used vehicles, or should it apply to all accessories?
- How do you currently manage the assignment of accessories to new and used vehicles, and what challenges are you facing with the current process?
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Meghan Fitzgerald
Shelby Parker We have different "We owes" for new & used vehicles. So, just an option that says New, Used, or All would suffice. Also, wouldn't hurt to build sometihng to apply to Purchase, Lease, or All too. I would imagine we aren't the only dealer who does this. Specific to Pohanka Ford we have the following TFL Tires for Life $0 sale $50 cost that applies to New only. CFD Clean for Delivery $0 sale $225 cost new only. DEL Delivery $0 sale, $100 cost for new only. We have 2 that apply to both new and used. TRAINING Traning, $0 sale $100 cost, and RET Retention $0 sale $35 cost. We also just added COMPN Comp Nitro $0 sale, $104 cost, COMPK Comp Key $0 Sale $51 cost, COMPR Comp Repel, $0 sale $72 cost, COMPM Comp Maint $0 sale $206 cost. Those apply to all New, Non EV, Non Commercial vehicles. If we cannot break them down between new and used then we have to add them all into CDK OR delete the ones that don't apply. We currently have them defaulted to push properly in the CRM- all 3 of the CRM's we have used allowed us to break out between new and used accessory defaults.
Drew Adler
Meghan Fitzgerald: Thank you for the level of detail! We will review this internally.