Rebates in Savings, Itemize MSRP-Discount-Rebate Price With Trade In
G
Greg Chernoby
We need to itemize out the discount and total rebate, and show that number on a proposal when there is a trade in. Example
MSRP: 64,015
- Discount 765
-3500 rebate
Net Selling Price $59,750
- $3500Trade
+4255.50 Payoff
Sales Subtotal: $60,505.50
Currently, the only option to achieve this is to combine discounts and rebates into one line. If you want rebates separated out on a deal when there is a trade in, the proposal shows the rebate subtraction along with the trade allowance and payoff. In the attached proposal, we need it to show the figure of $59,750, while not lumping the discount and rebate into one line at the top. The toggle currently is "show rebate in savings". We need it in that place, but a new toggle to allow separation while still showing that $59,750 number somewhere on the proposal. This is the figure a customer sees when they look at an advertised price. If that number isn't on a proposal, it creates confusion that is completely unnecessary.
Shelby Parker
Hello Greg Chernoby! I have a few more questions for you:
- Can you clarify if the $59,750 figure should be prominently displayed in a specific section of the proposal?
- Are there any other specific details or figures that need to be itemized separately on the proposal?
- Would you like the option to toggle between combined and separated views for discounts and rebates on all proposals?
G
Greg Chernoby
Shelby Parker Please see attached. It needs to show like this. This is a screenshot from our current CRM (switching to Drive Centric). This allows us to be fully compliant. I'm perfectly fine with a toggle. It's the positioning of the two lines (discount and rebates) that's important, and the PROMINENT (bold print) visability of the $59,750 figure.