CUSTOMER ORDER PROFITABILITY 


A new feature has been introduced that will allow you to see the Profitability on the Customer Order itself.


To see the profitability staff will need the following permission to be granted:



Once the user permission is granted, the user will be able to see the profitability by clicking on this icon User-added image just above the CHECKOUT section on any Open or Closed Customer Order.


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Once the User-added image is clicked the Customer Order Profitability window will pop up and provide the user with a split up of the profitability on each Customer Order section as well as a Customer Order total section.


Example 1


In our example below you can see that this Customer Order has a Deal section / Parts & Accessories section and a Service Job 1 section - plus it shows the Customer Order combined total and profitability. 

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  • Deal section is further split up into:
Units
Sales = how much you sold the Unit and any options for
Costs = how much the unit and options cost the dealership

Fees
Any fee that has been added to the Unit Deal Options that have been marked on the actual Fee record that it needs to be Include in profit calculations.

Commissions
           Sales = Any commission paid by the finance company as Participation / Commission (if applicable).
 This figure will need to be manually entered by the user under the Deal Financing section >
Participation / Commission and does not form any part of the accounting integration.

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           Costs = Any commissions paid to the Salesperson.
  This figure will need to be manually entered by the user in under the Unit Deal  > Summary >
Salesperson and Commission earned section and does not form any part of the accounting
integration.

User-added imageNote:  If your Salespersons are not listing in the dropdown, please review our article - Setup Customer Order Unit Deal - Salesperson
  • Service Job 1 section only has labour in our example.
Labour
Sales = How much you charged the customer
Cost = Calculated off the cost figure on the Labour record
  • Parts and Accessories section in our example:
Part
Sales = How much you charged the customer for all the parts sold
Cost = How much the parts cost the dealership


 EXAMPLE 2


On Customer Order Unit Deals if the Deal Options have not yet been committed, you will still be able to see the profitability.


In the following example we have a Customer Order Unit Deal, that is still in quotation status for a stocked unit (not a temporary unit) and the options and fees have not been committed.


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In this instance the profitability will look like this:

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  • The cost for the Unit - will use the cost as indicated on the Unit Record.
  • The cost for the Parts - will use the current average cost for each part as per the Part Records.
  • The costs for the Labour - will use the Labour costs as per the Labour Code Record.

Example 3


In the following example we have a Customer Order Unit Deal, that the options and fees have been committed (note the Deal Service 1 section and the options status is Pending) and the Unit Deal is In Progress status.


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The profitability will now shows a bit differently when you have committed options from a Unit Deal.

The options will show no profit in the Deal section as the profitability is now shown in the Deal Service 1 section:

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  • The cost for the Unit - will use the cost as indicated on the Unit Record.
  • The cost for the Parts - will use the current average cost for each part as per the Part Records. However this will continually update as the Special Ordered parts are received and the relevant parts average cost changes.  
  • The costs for the Labour - will use the Labour costs as per the Labour Code Record.