Tip: To use this feature Backoffice mode must be enabled.
You can optimise various aspects of a deal at once rather than through several individual processes. The selected values are locked (the values will not be changed) and you can unlock one value which the system should recalculate to get the deal to match the figure you enter in the new value column.
Item: Description of item to be optimised, Cash deposit, for example.
Current value: Current value, 8.5%, 36 months or 313.75, for example.
Lock: A tick indicated this line is locked and will need to be cleared to amend the value.
New value: New value, 9%, 24 months or 299.99, for example.
Input: Confirms input of a new value change by placing a tick in this field.
Buttons:
Previous: Returns you to the estimate without any changes.
Next: Next is enabled only when a optimisation result has been calculated. Click Next to take the final results entered and then display them on the estimate.
Profit: Displays the Profit bar details (if installed).
Calculate: Calculates any changes made and re-displays results.
Help: Displays this help topic in a web browser.
Tip: You can use the menu options at the top of the form as well as the buttons.