Skip to main content

Company Settings - Deal Desking

  • Updated

Company Settings control how MotilityAnywhere handles different features and options. The Deal Desking subtab allows you to set defaults for many different areas of the Deal Desking module.

Open Company Settings for Deal Desking

  1. Open any module.

  2. Click the Settings icon.

  3. Choose the Settings option from the menu.

    The Settings screen displays.

  4. Verify that you are viewing the Company Settings tab.

  5. Click the Deal Desking subtab on the left side of the screen.

Company Settings - Deal Desking.png

The following options for defining company settings are available.

Use Dealer Administration Fees as Profit

Select this check box to include dealer admin fees as profit in deals.

Pay Commission on Dealer Administration Fees

Select this check box to calculate commissions on dealer admin fees.

Set Pending in Inventory to No on Washout

Select this check box to remove the hold on sold units when the deal is set to a done status.

Send Destination Charge to Deal

Select this check box to enter the deal's "Delivery Fee" on the Other Fees tab for the quote with the destination charge entered on the unit.

Remove Accessories from Commissions

Select this check box to not calculate commission on accessories sold on a deal.

Hide ACV on the Comparisons Tab

Select this check box to hide the actual cash value (ACV) amount for any trade from the deal's comparisons tab.

Allow Negative Commissions

Select this check box to allow salespeople to earn negative commissions.

Use sales cost for finance deals

Select this check box to display the information entered on the Sales Cost tab for the unit. Clear this check box to display the unit cost from the Financial tab for the unit.

Use Actual Addons/Repairs on Sales Cost Tab

Select this check box to reflect the costs from accessories added to the deal and service invoices for the unit. Clear this check box to allow manual entry into the accessory cost field on the Quote tab for deals.

Don't fill repair cause when starting invoice from finance

By default, service invoices include information on the accessories that have been selected to add to a repair order. This information is automatically entered in the Cause field for the vehicle. When this check box is selected, this field will not automatically include accessory information in the Cause field.

Start deals/quotes with the MSRP

Select this check box to start deals and quotes using the manufacturer suggested retail price (MSRP) for the unit. If the MSRP field is blank or less than selling price, the selling price is used for the unit.

Sell Parts on Deal From Inventory

Select this check box to remove sold parts from inventory when sold on a deal.

Use Advanced Rebates Grid

Select this check box to display detailed rebate information on the Rebates subtab of the Quote tab.

Charge GST on Warranty

(Canada only) Select this check box to charge the goods and services tax (GST) on warranty items sold on the deal.

Charge GST on Bank Service Fee

(Canada only) Select this check box to charge GST on the deal's bank service fees.

Charge GST on Bank Registration Fees

(Canada only) Select this check box to charge GST on the deal's bank registration fees.

Force Trade Stock Numbers

Select this check box to require stock numbers for deal trades. Stock numbers include the sold unit's number, followed by a letter, beginning with the letter A.

Pop Rotation Screen When Finance Creates a Service Ticket

If you have set up a rotation for service writers, select this check box to allow a lead rotation box to include an employee in the rotation assignment for new service tickets.

New service tickets are assigned in round-robin fashion when the employee is added to the rotation.

Consignment - Create Payable on Posting

Select this check box to allow MotilityAnywhere to create a payable for the consigner when a consignment unit is sold.

Mark Accessories as Removed From Unit on Cancel of RO

Select this check box to remove accessories from a unit if the installation repair order (RO) created from the deal is voided.

Date to Send to Accounting and Mark Sold

Select the deal date to send to accounting and mark the unit as sold. The options include:

  • Delivery Date
  • Purchase Date
  • Contract / Signing Date

Status for Invoices Started From Finance

Choose the status you want to assign to service invoices that are started from a deal.

In-Service Date

Select the date to display in the In-Service Date field for the unit. This date is automatically entered when the deal is completed. The options include:

  • Date Unit is Marked Sold
  • Delivery Date
  • Purchase Date
  • Contract Signing Date
  • Do Not Set Date

Set Purchase When Status Set To

When the status selected in this field is selected on a deal, the purchase date is added.

Entity Reference When Creating a Consignment Payable Entry

Select the default reference number for the the payable transaction. Valid entries include:

  • Deal Number
  • Stock Number

Default Rebate Entity Reference

Use the ellipsis button to search for, or enter, the entity number for the default rebate entity. This reference number displays on the Rebates subtab of the Quote tab for the deal.

Related articles