Tip: To use this feature Backoffice mode must be enabled.
The Finance optimisation results grid is displayed. Click the required result to select it. This highlights the result and enables you to click the Next button to optimise the finance scheme and return you to the Estimate to continue.
Optimisation type: Click the required options to find out more general information about them and other useful areas.
Repayment: Monthly amount calculated for the finance scheme.
Period: Number of months the finance scheme is spread over.
Rate: APR (Annual Percentage Rate).
Balloon/Residual: Final payment at the end of a finance scheme or value of the vehicle.
Trade-in: Value of any trade-ins.
Cash deposit: Any deposit values taken against the sale of the vehicle.
Advance: Total amount to finance.
Vehicle profit: Profit figure of the vehicle within the deal.
Finance commission: Commission made on the finance deal.
PP Commission: Commission made on the finance deal.
Total dealer profit: Total profit of the sale.
Invoice Price: Total purchase price (if installed).
Accessories/options profit: Combined total of any dealer and factory options from the profit bar (if installed).
Insurance profit: Commission on any finance scheme payment protection insurance from the profit bar (if installed)
Volume Bonus: Percentage of the total amount to finance (if installed).
Finance subsidy: Calculated by the rate, period and the amount to be financed (if installed).
Trade-in: Trade in actual value (SIV) (if installed).
Current: Each column displays the relevant value from the optimisation type.
Maximum: Each column displays the relevant value from the optimisation type.
Balanced: Each column displays the relevant value from the optimisation type.
Budget: Each column displays the relevant value from the optimisation type.
Note: Click the required result to enable the Next button and optimise the deal displaying the estimate.
Buttons:
Customer: Displays details of the currently selected customer.
Finance company: Displays details of the currently selected finance scheme.
Previous: Returns you to the Enquiry Builder.
Next: Only enabled once a optimisation result has been selected.
Help: Displays this help topic in a web browser.