Sometimes a customer has specific terms in mind when creating a deal. The price adjustment tool within the deal is built to help.
When entering the payment info in the deal, click the “Pricing adjustment” button.
Pricing adjustments can be made by selecting a number of different criteria.
There are three different criteria that can be selected from to be changed: Total amount financed, Payment amount, or the Total payments.
This can be achieved by auto adjusting three different criteria: Cash price, cash down, or interest rate.
Once selections have been made, click the “Make pricing adjustment” button. This will change the selected criteria in the deal and close the pricing adjustment box.