V12 Calms - Dealer How To Guide - Flipbook - Page 6
Side by Side function
Finance Quote
Side-by-Side Modelling is a useful feature, if you
want to compare two different propositions.
Click on “Select a Product”.
Your choices will be listed (example shown across).
They can be different vehicles, different finance
Select one, then click “Use this product”.
From the “Side-by-Side” button, you have a
terms, products or HP vs PCP.
choice of duplicating the current proposal (which
This will take you to a screen where you can see
the ‘Asset’ and a ‘Financing’ section, where the
vehicle, mileage and sales price details you have
entered are now included in a quotation with
default terms and deposit.
you can then adjust the proposal parameters),
or creating a new quote (in the same manner as
previously described) which will share the screen.
It is possible to independently change, save
or submit each proposal, while in Side-by-Side
screen mode.
You now have the option to click
“Save Quote”.
You can also compare two
different quotes on one screen by
clicking the “Side-by-Side”
Modelling function.
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Example: “Clone of the original Quote” which
keeps the vehicle the same but allows you to
compare HP, PCP and different levels of deposit/
term and see the quotation calculations side by
side.
Selecting “A new, clean quote” allows you to
Loan to Value:
If the Financing (Loan Value) exceeds the
maximum referral limit for Loan to Valuation, you
will see a message: Quote Calculation Failed.
This may be due to the Loan To Value maximum
being exceeded or other: Terms invalid for
vehicle
You can amend the Sales Price, Part Exchange or
Deposit (if either is an appropriate action), and
Recalculate. If the Financing is then within the
maximum referral limit to LTV, the quote details
will appear.
compare different vehicles.
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