The Dealer Commission Costs set-up form is accessed via Miscellaneous Options / Product Management / Dealer Commission Costsand is used to create, edit and delete Dealer Commission Types.
The form is split into three areas. These are the Titlebar, the Dealer Commission Costs Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new dealer commission type select the CreateCommand Button.
To view or amend an existing dealer commission type use the following procedure:
The cursor is located in the Dealer Commission Code field prompting selection of a dealer commission code/description for the purposes of editing an existing record. A single-left-click of the ellipsis (...) box to the right of this field will display a Dealer Commission Costs List Box from which the appropriate dealer commission type is selected for the core calculation method (either Contract Hire or another commercial product). This code has a matching description and attached vehicle-type code (displaying either P for Private Light Goods vehicles or C for Commercials). A double-left-click selects and confirms the required dealer commission type (alternatively, single-left-click and select the OK command button).
The Details Tab displays a number of details relating to the selected Dealer Commission Type that are as follows:
- Description
Displays a free-format textual description for the selected Dealer Commission Type e.g. Dealer Commission A - Interest.
- Vehicle Type
This field displays the available default vehicle types for the selected Dealer Commission Type. A single-click of the down-arrow to the right of this field enables selection from the current available options:
- P Private Light Goods
- C Commercial
- C Heavy
- Calculation Method
This field displays the available calculation methods which may be used for the selected Dealer Commission Type. A single-click of the down-arrow to the right of this field enables selection from the current available options:
- F Fixed Value
Generates a one-off fixed-value commission for each dealer-introduced deal, using the Value field below to enter the appropriate monetary value.
- P Percentage of OTR
Calculates the dealer commission as a percentage of the On The Road price of the vehicle, using the Value field below to enter the appropriate percentage.
- M Monthly Value
Calculates the dealer commission as a monthly value, using the Value field below to enter the appropriate monthly monetary amount.
- Value
Depending upon the Calculation Method used above, this field contains either a fixed/monthly monetary amount or a percentage value.
- Add to Interest Only
This checkbox is utilised to generate dealer commission for a tax-based calculation.
- Add to Capital
Selection of this checkbox adds the dealer commission to the funded capital (thus increasing the customer interest payments).
- Apply PV and add diff to profit
Selection of this checkbox denotes that a percentage of the upsell value (i.e. if the dealer obtains a rental higher than the quoted value) commission is to be taken to profit (although this value is not held separately).
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Dealer Commission Costs form and returns to the Product Management menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional Dealer Commission Type. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Dealer Commission Type is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Dealer Commission Type so that only required values need be edited.
Provides the facility for editing the set-up options of the current Dealer Commission Type record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Dealer Commission Type .
On first accessing the Dealer Commission Details form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Dealer Commission Details form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form..
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Dealer Commission Type .