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DealerTeam

Apply Discounts on a Deal

Goal

Learn how to apply discounts to Vehicles, Conversions, Equipment, and Service Contracts. Discounts may be applied by a weighted discount or by a single item.

 

Step One - Navigate to Deals

Before discounts may be applied, a Deal must be created. Learn how to create a Deal.

  1. From the DealerTeam Sales App, click the Deals tab located in the tab bar.
  2. Select a Deal.

Step Two - Apply Discounts to Vehicles & Conversions

Discounts to Vehicles and Conversion are made inside the Deal tab.

1. Enter the discount amount in the Vehicle Discount field.

2. Enter the discount amount in the Conversion Discount field.

 

Apply discounts in the Deal, Vehicle and Conversions.png

 

Vehicle and Conversion discounts are calculated after entering the desired amount. For this example, the amount of $1000 was applied to both the Vehicle Discount and Conversion Discount. Vehicle Price ($37,999) and Conversion price ($21,400) reflects the applied discount of $1000. New Vehicle and Conversion prices are also reflected in the Vehicle tab

 

Apply discounts in the Deal, Vehicle and Conversions results.png

 

Step Three - Apply Weighted Discounts to Aftermarket Items and Service Contracts

Follow the steps below to apply discounts to Aftermarket Items or Service Contracts. Discounts are applied in the same manner. Select the Equipment tab or Service Contract tab to begin. 

1. Click the Equipment tab Apply discounts in the Deal, Equipment Tab.png on the sidebar.

2. Click the Apply Discount button.

 

Apply discounts in the Deal, click Apply Discount in Equipment tab.png

 

2. Select a Discount Type to filter through the desired aftermarket items to be discounted. If Parts is selected then all Parts will populate the Apply Discount window.

3. Enter the Amount desired to be distributed among the Parts.

4. Click Distribute Discount button. 

5. Click Save

 

Apply discounts in the Deal, Apply filters.png

 

The Amount is weighted then distributed. Part FL-1A is discounted at $2.88 and Part 5W-20 is discounted at $7.12. 

 

Apply discounts in the Deal, equipment tab discount result.png

Step Four - Apply/Edit Discounts to a Single Item

Click the Equipment tab Apply discounts in the Deal, Equipment Tab.png on the sidebar. Discounts may already be applied. To edit a single item/card complete the same process below and apply the discount accordingly.

1. Click the edit button.

 

Apply discounts in the Deal, Single card discount.png

 

2. Enter the discount amount or edit the applied discount.

3. Click Save.

 

Apply discounts in the Deal, Single card discount added.png

 

Step Five: Review All Applied Discounts

To review a summarized table of all applied discounts, go to the Purchase tab.

1. Click the Purchase tab Applied discounts in the deal, Purchase tab.png and scroll down to Discounts. 

 

Apply discounts in the Deal, Discounts table.png