Showing the Trade Difference number
J
Jake Nading
Need to be able to see the Trade differnce when desking a deal for a customer. Sale price minus trade value minus rebates = trade differnce + fees. Would be nice to see this broken out before you print anything. Live in the desking tool.
R
Ryan Gerke
Yes I agree!
M
Mike McNeley
Agreed, the customer's trade payoff shown after the "Trade Difference" line. Also helps as the number the customer is taxed on.
M
Mike McNeley
Yes, being able to customize the proposal fields - in this case replace "Sales Sub Total" with "Trade Difference" and move the payoff below that (instead of above it).
Shelby Parker
Hey Jake Nading, thanks for your feedback! I have a few more questions for you:
- What specific information or data points would you like to see included in the breakdown of the trade difference?
- How frequently do you need to access the trade difference information during the desking process?
- Are there any specific scenarios or examples where having this information readily available would be particularly beneficial?
J
Jake Nading
Shelby Parker New Vehicles:
Use sale price minus all applicable rebates and trade-in value.
Pre-Owned Vehicles:
Use sale price minus trade-in value only (no rebates applied).
This calculated figure is used consistently across all deals. Currently, this must be broken out manually, but we are looking to automate or standardize the process moving forward.