This Tab is utilised to add or remove Factory Fitted Options or Dealer Fitted Accessories to the vehicle selections within the ratesbook.
The options that are shown in the list are created from the data import into Franchise Data and are shown by groupings from the coding provided by the data supplier. i.e. ME - Metallic Paint or 58 - Metallic Paint
The Options Tab is divided into a number of discrete areas which are as follows:
- Show Options
This checkbox must be selected in order to enable the remaining option selection criteria checkboxes and allows access to the options list for selection.
If selected/ticked this generates a line within the Output Tab for each factory fitted option record held against a particular vehicle variant.
Each line displays a column for each of the following elements:
Franchise Description (only when the form starts to display options for a new vehicle).
Model Description (only when the form starts to display options for a new vehicle).
Factory Fitted Option Description
Option Type (i.e. Standard, Optional or Special)
Option List Price (if the option is non-standard and the Show List Price checkbox is selected)
Option P11D Price (if the option is non-standard and the Show P11D checkbox is selected)
Option OTR Price (if the option is non-standard and the Show OTR checkbox is selected)
Regular Rental Value of the option (if the option is non-standard and the Show Option Rental checkbox is selected). This is displayed for each selected finance profile.
- Show Option Rental
A checkbox which, if selected/ticked, generates an entry within the Output Tab for the regular rental value of all selected options. By ticking this flag the options that are selected and displayed will have a rental value shown next to them within the Output Tab.
- Show DFA's
Dealer fitted accessories are only displayed if they exist within the Franchise Data Module.
A checkbox which, if selected/ticked, will generate a line within the Output Tab for each dealer fitted accessory record held against a particular vehicle variant.
Tip:DFA's are not displayed in the Option Selection List Box.
Each line displays a column for each of the following elements:
Dealer Fitted Accessory Description
Accessory List Price (if the Show List Price checkbox is selected)
Accessory P11D Price (if the Show P11D checkbox is selected)
Accessory OTR Price (if the Show OTR checkbox is selected)
Regular Rental Value of the accessory (if the Show Option Rental checkbox is selected). This is displayed for each selected finance profile.
- Select Vehicles Using Options
Selection of this checkbox requires that one or more of the selected options (either standard or factory fitted) must be available on a particular variant in order for that variant to be displayed within the ratesbook Output Tab.
- Show Selected Options Only
Selection of this checkbox ensures that if a vehicle variant has a particular selected option (either as standard or factory fitted) then the option is displayed within the Output Tab. However, unlike the Select Vehicles Using Options checkbox, if a vehicle variant does not have the selected option the variant is still displayed i.e. selection of this checkbox does not limit which selected vehicle variants are displayed.
Selection of the required options (to be displayed within the Output Tab)takes place within the Options Selection area of the Vehicle Tab.
- Use Selected Options in Rental Range
This checkbox is used in conjunction with the Min. Rental and Max. Rental fields. Selection of this checkbox requires that only vehicle variants with a total rental (including the option rental costs) that falls within the defined rental range are displayed within the Output Tab.
- Use All Options in Selection
Selection of this checkbox requires that all of the selected options (either standard or factory fitted) must be available on a particular variant in order for that variant to be displayed within the ratesbook Output Tab.
Selection of this checkbox denotes that standard options are also displayed within the Output Tab.
These options are only be displayed if the data import into Franchise Data includes Standard options.
The options that are shown in the list are created from the data import into Franchise Data and are shown by groupings from the coding provided by the data supplier i.e. ME - Metallic Paint or 58 - Metallic Paint.
Situated beneath and to the left of the Option Checkboxes this is an area which is utilised for the selection of Factory Fitted Options. The Options Selection List Box is used in conjunction with the various option checkboxes and can only be used if the Show Options checkbox is selected (until then it is greyed-out). The following information is displayed within the list box:
- Description
Displays the appropriate option selection(s) description for the ratesbook e.g. Air Conditioning
A double-left-click of the mouse on the required selection moves the option immediately to the Option Confirmation List Box.
As its name suggests, this second list box confirms the Options selection(s) made in the Options Selections List Box. Numerous Options can be utilised within the ratesbook quotation and all of the selections are confirmed by being displayed in this area.
A single right-click of the mouse on any of the confirmed Factory Fitted Options presents a small Pop-up Menu Box which displays the following wider menu selection:
- Delete
If no option selection criteria have been made then this option is initially greyed-out. Following selection of an option/accessory then this menu-option is used to delete a single entry from the Options Confirmations List Box and returns it to the Option Selection List Box.
- Delete All
If no option selection criteria has been made then this menu-option is initially greyed-out. Following selection of more than one option/accessory then this menu-option is used to delete all entries from the Options Confirmation List Box. Selection of this option presents a Ratesbook Option Setup pop-up box displaying the following message:
Delete Current Options. Continue?
Two command buttons are available for selection. Selection of the Yes command button deletes all current option selections and returns to the Options Tab of the Ratesbook form. Selection of the No command button retains all current option selections and returns to the Options Tab of the Ratesbook form.