Performing Calculations
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
If you have the necessary licences and permissions - see Calculation Permissions, you can use Accelerate to calculate finance and service rentals. These calculations are performed on a separate screen and the results fed back into the main quotation screen.
To see the calculation screen, press the Calculate button when editing a quote. This will take you to the following screen:
On the left hand column in section Pricing Details you will see the list/book values for the calculation. The middle column allows you these values to be overridden, and the right hand column allows the parameters of the deal to be changed.
Note: If you are using the calculations module you should only edit vehicle pricing on this page, and not using the pricing popup on the main quote screen.
If you have the Terms module licensed and the vehicle you are quoting has live campaigns, these will be shown to allow you to select any relevant discounts. You can also override the price of the vehicle, options and accessories either by overtyping values, or entering a % discount value and clicking the appropriate 'Apply' link.
Note: It is not possible to directly edit the Discount value - this is calculated from the values entered above it.
Field Descriptions
Field | Description | Default Possible |
Override OTR Grant | An amount subtracted from the OTR price after all other elements have been added. | No |
Overhead | An amount which is divided over the number of rentals and added to the finance payment. | Yes: based on term |
Profit | An amount which is divided over the number of rentals and added to the finance payment. | Yes: flat amount per deal or % of list OTR |
Svc Overhead | An amount which is divided over the number of rentals and added to the service payment. | Yes: based on term |
Defaults
Fields that can be defaulted (in addition to the above):
Field | Default Possible |
Customer Rate | Fixed amount |
Rate Type | Nominal or Flat |
Residual Excess Mileage | Based on a table of basic list prices |
Calculating
Once your values are as you would like them, press Calculate to perform the calculations. The output will be displayed in the Output section. If you would like to tweak any of the input and recalculate then do so: when you are happy with the results press Save to store the calculation and return to the quote page.
Note: that if you do not Save a calculation it will not be copied to the quote page, nor will it be available for recall.
Performing Multiple Calculations Per Quote and Restoring Calculations
Each time you press the Calculate button on the quote page, you are given default values - the calculations page acts a scratchpad that you can use to model various scenarios. If you do have any previously saved calculations on the quote - these will be listed in the Calculation History section at the bottom of the calculations page:
If you want to restore a previous calculation, click the Restore link to the right of the desired calculation. The ability to do this is controlled by permissions so you may not see this link.
If you restore a calculation, all calculations made subsequent to it at the point of restore are deleted.