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DealerTeam

Apply Schedule Pricing to a Deal

Goal

Some accounts have a pricing strategy such as FSS. Apply schedule pricing to a Deal for these Accounts.

After reading this article you will be able to:

  • Navigate to pricing strategy
  • Add a new scheduled price strategy
  • Navigate to parts kit record
  • Add scheduled price to a parts kit item
  • Navigate to a deal record
  • Apply schedule pricing to a deal

 Step One: Navigate to Pricing Strategy

  1. Click the App Launcher icon.

1 Apply Schedule Pricing to a Deal- app launcher.png

 

  1. Enter Pricing Strategy in the quick find area.
  2. Click Pricing Strategy.

2 Apply Schedule Pricing to a Deal- pricing strategy navi.png

 

Step Two: Add a New Scheduled Price Strategy

  1. Click New.

3 Apply Schedule Pricing to a Deal- pricing strategy new btn.png

 

  1. Enter the required * fields.
  2. Set the Method field to Schedule.
  3. Click Save.

4 Apply Schedule Pricing to a Deal- pricing strategy.png

 

Note: The Scheduled Price field is located on the parts kit items.

 

Step Three: Navigate to Parts Kit Record

  1. From the App Launcher enter Parts Kits in the quick find area.
  2. Click Parts Kits.

5 Apply Schedule Pricing to a Deal- parts kit navi.png

 

  1. Select desired Parts Kit.

6 Apply Schedule Pricing to a Deal- parts kit record.png

 

Step Four: Add Scheduled Price to a Parts Kit Item

  1. Click the dropdown of the desired Parts Kit Item.
  2. Click Edit

7 Apply Schedule Pricing to a Deal- parts kit item edit btn.png

 

  1. Enter the  <Scheduled Price>.
  2. Click Save.

8 Apply Schedule Pricing to a Deal- parts kit item scheduled price.png

 

Step Five: Navigate to a Deal Record

  1. From the App launcher enter Deals in the quick find area.
  2. Click Deals.

9 Apply Schedule Pricing to a Deal- deal navi.png

 

  1. Select desired Deal.

10 Apply Schedule Pricing to a Deal- deal record.png

 

Step Six: Apply Scheduled Pricing to a Deal

The Vehicle Inventory can have a Parts Kit attached directly to it as a Conversion or after market Equipment added to the Deal. The Conversion will be displayed on the Deal as the Conversion Price field. The added equipment will be displayed as the Total Additional Equipment field.

11 Apply Schedule Pricing to a Deal- deal recap.png

 

Note: Currently the Pricing Strategy is set to Retail.

 

  1. Hover and click the dropdown.
  2. Select the desired Pricing Strategy.

12 Apply Schedule Pricing to a Deal- pricing strategy.png

 

The retail prices change to the scheduled prices. The Conversion Price and Total Additional Equipment fields reflect that.

13 Apply Schedule Pricing to a Deal- deal recap.png