This section shows how to change fees for quotes and deals. Fees can change based on the length of the unit, in-state vs out of state, motorized vs towable, etc. Fees can be set per individual deal or adjusted in a deal preset.
Adjust Fees for a Single Deal
- Open the Deal Desking module.
- Locate the deal in the deal list. Double-click over the row to open the deal window.
- Click the Edit button in the lower right of the window to edit the deal.
- Click on the Quote Tab.
- Keep scrolling down and choose the Other Fees tab on the left.
- Adjust the fee by changing the amount.
- Verify that the fee has the sold box checked to include it in the deal.
- Click the Save button at the bottom of the window.
Adjust Fees for a Deal Preset
Changing fees in a deal preset will update all future deals that are created using that preset. The change can't affect older deals, only new deals created after the change is made.
- Open the Deal Desking module.
- Select the quick link option to Start Quote or Start Deal. This will open the start deal window.
- Choose the Edit Preset button at the bottom of the window.
- Click the lock icon in the lower left to unlock the preset.
- Click the quote tab.
- Scroll down and choose the Other Fees tab on the left.
- Adjust the fee by changing the amount.
- Verify that the fee has the sold box checked to include it in the deal.
- Click the Save button at the bottom of the window.