The DragonDMS Deal Stacker feature allows you to create and present a proposed deal to your prospective customer, including a “Deal Sheet” breakdown of the sale and representative finance figures (where applicable). Changing the sales figures and adding items to a deal will not change anything on the vehicle record.
Creating a deal
From within an enquiry record, click on the Deal Stacker tab, then click on Create New Deal.
You will then be asked to select the vehicle from your stock that you wish to build the deal against. Please note, if the prospect already has a vehicle of interest logged against them, you will have the option to choose from vehicles of interest or unreserved stock vehicles. Double click on a vehicle to select it. You will then be taken to the Deal screen.
Within the deal screen you can select the Sale Type from the dropdown box.
The Screen Price will automatically populate if the vehicle you have selected has a screen price set in its record. You can edit the price in this screen and it won’t affect the screen price in the Vehicle Record. You can also add a discount on this screen if you wish.
You can also view the current vehicle profit by clicking on the Deal Analysis tab. The Deal Analysis screen is designed to display all of the commercial information about the vehicle in one place, specifically to show you the current vehicle profit. The figures on this screen update as you add items or edit the deal.
Adding extras and costs
Click on the Additional tab and here you can add Part Exchange vehicles, Warranties, Extras/Costs and Additional costs such as RFL Amount, Cherished Transfer and Delivery Charges.
Once you have added on any additional costs, click on The Deal tab.
If the Customer is looking at paying on finance for the vehicle, a representative finance example will automatically be calculated based on the figures and your default settings. Click on the Finance tab and you will see the details of the finance. This automatically takes into account any Part Exchange vehicles. You can also see the finance amount over 24, 36, 48 or 60 months. Select which option you would like to show more prominently on the deal sheet.
The default finance settings (deposit amount, fixed rate, admin fees and option to purchase fees) can be edited by going to Settings > Vehicle Sales > Finance.
Templates
If you use the Template option within New or Used Vehicles, you can easily apply a template to the deal that you are creating. This is a useful tool if you have different options that a customer can add in addition to the purchase of their vehicle or if you have the same costs and extras that are regularly added to your vehicles.
From within the Deal, click on the Template button along the top and then Templates… in the bottom left corner.
This will show you a list of all templates that have already been created. Find the relevant template and click Apply or Add New to create a new template. When you apply the template, a list of all components on the template will be shown. From here, you choose to select any items from the template which you do not want to add to the deal. As a default, all items will be ticked to be added.
Printing the Deal
Click the Print Deal Sheet button to print off a deal sheet for your prospective customer. You can decide whether or not you want to use finance examples on the deal sheet by ticking or unticking the box.
Multiple deals can be built for a prospective customer. These can be on the same vehicle, or different vehicles.
Agreeing a deal
If you want to agree a deal, click on the Sale Agreed button within the enquiry record. The following message will pop up:
Select Yes, then choose the relevant deal (if you have more than one).
You will then get a message saying ‘Successfully agreed sale’. The Vehicle Record will then open up so you can complete and invoice the deal. Any extras or costs added to the deal will automatically carry through to the vehicle record so you do not have to re-enter this information.