Accessories allow aftermarket products to be included on the quote. The price of accessories will populate the Total Other Options box on the deal's B.Order and Quote Tab.
- Open the Deal Desking module.
- Locate your deal in the list and double-click over the row to open the deal.
- Click the Edit button in the lower right to edit the deal.
- Scroll down to choose the Accessories tab (Acc.)
- Click the Add button. This will add a new line to the table below.
- If your dealership does not have accessory codes set up, you may type into the Description field on the line (and skip to step 12). If your dealership has accessory codes set up, click the ellipsis button (…) on the new accessory line to search for an accessory code. This will open the accessory search window.
The Accessory Search window will allow you to choose unit-specific accessories or choose from a list of all accessories. By default, the search window will open to the unit-specific search.
- You may choose the unit from the dropdown to show only accessories set for the make and model. These are defined when creating the unit accessories. Alternatively, you can click the All Accessories tab.
- On the All Accessories tab, click the Find button to show a complete list of accessories. Optionally, you may start typing the name of the accessory in the search field before pressing this button to limit the search results.
- Check the box to the left of each accessory in the list that you wish to add to the unit.
- Click the Select button below the middle section. The section on the right populates with the accessories you selected.
- Click the OK button in the lower right to apply the accessories to the deal and will return to the deal window.
- Verify that the cost and price are correct for each accessory line.
- Once the accessories have been added to the deal, you add them to Service RO.