The form is composed of several fields, spread across several tabs, which you must fill in as you go. You can navigate between the tabs on the top.
VEHICLES
You need to first enter the following information to first to access the rest of the form:
- Dealership (filled in by default if you only have one dealership configured for your profile)
- The pricing rate
- The validity period of the proforma (pre-configured by branch)
NEW VEHICLE WANTED
You can add one or several vehicles to the proforma. (All vehicles must be the same brand)
VEHICLE: Once you choose your vehicle, you can add a colour, edit the sales price and the quantity (1 by default).
To add a vehicle, click on the drop-down VEHICLE menu and enter a brand, model, or its version code. The list automatically updates with search suggestions.
Once you have chosen a model, the base price and the turnkey price will be automatically filled in.
For any proformas with multiple quantities of vehicles, iziflo will automatically group vehicles in a lot if they:
- Are the same version
- Are the same colour
- Have the same paid options
- Have the same warranty/maintenance contract
- Have the same turnkey price
- The minimum lot limit can be configured (default is 10).
When adding a vehicle lot to your transaction,
- You can add a lot directly by entering the minimum lot limit in the quantity
- Any discount action applies to all vehicles in the lot
- Only one line will be displayed for each lot
To edit the sales price New Vehicle (NV) Proforma, please click on the following link:
https://syartec.freshdesk.com/a/solutions/articles/11000120037?lang=en&portalId=1000007172