CUSTOMER ORDER UNIT DEALS - DEALER INSTALLED OPTIONS 


Scenario:

Internal Service Jobs have been completed and are now sitting on the Unit Record as part of the cost price.


Some of the items that were installed on the unit, the Dealership does not want details of these to "show" on the Customer Order Unit Deal when the unit is sold.  

  1. Internal Service Jobs have been finalised and the cost is now sitting against the unit.
For example - this is the Unit Record for Stock# SKU-00053 and note that there is an Internal Service Job that added an oil pump and brake pad to the unit.

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  1. Stock# SKU-00053 is now in the process of being sold on a Customer Order Unit Deal and the Dealer Installed Options will list as part of the pricing on the CO and also print on the Bill on Sale and Offer to Purchase.

  

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  1. However the user does not want certain Dealer Installed Options to "show" on the Unit Deal
Click > EDIT PRICING for the Edit Pricing Details window to populate and then zero out any Dealer Installed Options that you don't want to show on the Unit Deal.

Then click on DONE

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This will reduce the price of the Dealer Installed Option field.

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If the user now prints the Bill of Sale or Offer to Purchase only those items that you want to "show" on the Unit Deal will list.
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  1. In Customer Order Profitability - it will still show the full cost of all Dealer Installed Options.
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