Sales Fees can have complex rules about when they apply, and those rules often differ by location. This can make managing sales fees on deals a daunting task.
DealerTeam developed a Location Deal Fees component to create various fee options to address complex rules and help define when Sales Fees apply.
The component works by writing a JSON string to the Deal Fees (dealer__Deal_Fees__c) field. If multiple locations share the same Sales Fees, copy the value of the Location Deal Fees to the new location and the same Sale Fees will be equally available.
After reading this article you will be able to:
- add the Deal Fee component to the Location Page
- create New Location Deal Fees with definitions
- use the Default Amount by Formula Field
- set Default Fee Amounts to be added manually to a deal.
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
Step One: Navigate to the Location Page
From the App Launcher, type Locations in the quick search. Listed under All Items, click Locations.
Choose the desired Location by clicking the Location Name.
Step Two: Create New Location Deal Fee
Before creating a new Location Deal Fee, review the table below to understand the seven Fields available and their related Descriptions.
|Fee Name (required)||Name of the Sale Fee as displayed on Forms.|
|Fee Description (required)||Description of the Sale Fee as displayed on Forms.|
|Price||Flat rate of the Sale Fee. Will not get evaluated if Default Amount by Formula Field is populated.|
|Default Amount by Formula Field||Formula that can evaluate a value using fields on a deal and other math operations (see Evaluating Formulas with Calculations Fields). If this field returns a Null value then the Sale Fee will not get added to the deal. Must have 2 digit decimal precision.|
|Fee Code||Code for the Sale Fee used for internal communication or integration.|
|Default on Deals||If the deal should always include a Sale Fee set this to True. If the Default Amount by Formula Field is populated then this field is ignored.|
|Taxable||Set to True if the value of this Sale Fee should get taxed.|
Create New Location Deal Fee
The Location Deal Fees component should already be added to the Page layout. If not, learn how to Add a component to a Custom Lightning Page. This component fits best at the bottom in the wide section of the page.
Each created Location Deal Fee is represented by a row that may get added to a Deal either automatically or manually.
Click Create New Fee to add a Sales Fee Definition.
From the pop-up modal, fill out the desired fields, Fee Name and Fee Description are the only two required. If the fee varies based on Deal Type or the Vehicle, create a formula using fields on the Deal object to determines the fee value.
In the Create New Fee example, we've created a Deal Fee that uses a formula to calculate the Tire Tax.
The formula states when the Deal Type is equal to 'R' , add a $50.00 State Tire Tax, or else add $0.00. The formula field must be a two digit decimal.
Default Amount by Formula Field - IF(dealer__Deal_Type__c == 'R', 50.00, 0.00)
When finished entering the details, Click Save.
NOTE: If the fee is producing unexpected results, for example creating a $0 fee or the fee doesn't show when expected, first try deleting the fee and recreating it. Then, ensure the custom field API name doesn't match a packaged field without the name_space.
Set Default Fee Amount
To create fixed fees that your Sales Department can charge at their discretion, simply create a Location Deal Fee with a set value in the Price field and do not select the Default On Deals check box.
Under the Purchase Tab on the Deal (1), the Default Fee Amount will be available to add manually from the pick list menu (2).
For additional help using formulas to calculate Location Deal Fees, contact DealerTeam Support by creating a case through our Success Community.
Examples may include:
- Calculate fees based upon the age or weight rating of the sold Vehicle Inventory
- A Fee that shouldn't get included under a certain scenario
- A Fee that varies based on Deal Type or the Vehicle Type