Rollback Item Button

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Navigation:  Using The System > Basic Features > Deal Processing > Processing a New Deal > Step 1: Start New Deal > Special Function Buttons >

Rollback Item Button

ProcessDeal_RollBackbutton

 

The Rollback button allows deal information to be adjusted in order to achieve a desired payment or profit margin.

For example, you can opt to calculate a new vehicle selling price based on the buyer's requested monthly payment.

 

Click on the Rollback Item button to display the Rollback window. Click on the down arrow in the box in the middle of the window to access a pull-down menu and select the item you wish to adjust.

For example, you may wish to change the purchase price of a vehicle to achieve a desired monthly payment.

Rollback_PulldownMenu1

 

 

Enter the desired number into the field at the top of the window. Click the Calculate button to see the new selling price.

In this example, the vehicle has a selling price of $9,995.00 making the monthly payment  $211.33.  The buyer is requesting a monthly payment of $200.00.  

Enter 200 into the Desired Monthly Payment field and click the Calculate button.

The system shows a new selling price of $9453.00 to achieve the customers desired payment of $200 per month.

Rollback_DoneCalculation1

 

Click the Cancel button to cancel the calculation with no changes being made to the deal, or click the Accept button to accept the new calculation and have the system automatically update the current deal's information to reflect the change.

When you return to continue processing your deal under the Process Deal tab, the data under the Payment Information section will be updated with the new calculated value.