Preparing Dealer Installed Option SO Quotes

Preparing Dealer Installed Option SO Quotes


Preparing Dealer Installed Option SO Quotes

Handle Dealer Installed Options with adequate clarity for the buyer to understand what is included in his purchase and ensure your Parts and Service personnel can understand what they need to provide so we can make a deal.

1. Open Unit Sales & Management \ Unit Sales-> Leading to the Unit Sales Schedule.
2. Select an existing transaction by highlighting it or by entering retrieval information in any of the query boxes. We created a new transaction by adding the customer and unit and provided a down payment.

• For our example, we want to add an electric step that automatically drops down when the door to our trailer is opened. We can easily estimate the retail price of the electric step unit. We know that the labor to install will be 2.3 hours. Is that all we need? We will begin by inserting the known parts and labor into the Dealer Installed Options.

Note: the individual Part and Labor lines will automatically include their respective miscellaneous charges based upon the default settings for service orders (this is not an optional editable item from the unit sales side.)

3. Our Proposed Option, of an electric step installed, has therefore added $691.01 to our purchase price. Let’s see how this works out in service. Save the unit deal and then select “File” from toolbar and choose Create Service Invoice and generate an invoice with these options.

4. Other than the labor rate coming up at an internal level we are probably in agreement. So, edit up to retail level.

5. What we do not know in the unit sales department is that the installation always requires an extra 12-volt relay that isn’t included with the step package from Kwikee. So our service order eventually shows a retail charge of $21.84 more than what we retailed to our customer for the item.

6. We can rectify this in a number of ways. First, we can obtain a retail price list from Parts and Service of common items that will be installed as Optional equipment. Secondly, we can have Kit packages created for the standard Optional Items. Third, and perhaps safest, is to enter a description of the Optional Equipment and get a current quote on the install. In this case, it isn’t too late to correct our entries with a Miscellaneous Item. Had we started with a Miscellaneous Item it could have looked as follows.

7. This will generate a service repair order from the deal with the description we edited into the miscellaneous item line but no other details.
8. We can edit any information on the service order or leave it to the parts and service professionals.
9. The notes section automatically references that the install is for completion of a deal.
10. If pricing is known we finish our deal. If pricing is unknown we get a quote.

 

What can go wrong?

An issue that may occur with proposed options from the deal side is from listing the parts and labor items in detail. DealerVu can handle and tabulate them, even transfer them directly into a service order. It is very likely that the Bill of Sale will not accommodate a printed detail listing of all parts and labor operations. Most existing forms were not designed for this, and anticipate a Due Bill or Service Order would be attached to define the additional equipment. If you plan to detail ten or more lines under proposed options, please check your forms for compliance with your needs.