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Rolling a Cash Deal

Autosoft -

Rolling allows you to hit target amounts as you work. All negotiable products added to a deal are available as rollable items within the Roll screen. The price of any front option, back option, or coverage that is not directly associated with a rate table can be used to roll the deal to the desired payment, amount financed, inception, or total gross. Specify the target amount, and the program rolls the available numbers up or down to hit the target. Select which roll you want to accept, and the program edits the deal accordingly. Rolling is only available for retail, balloon, lease, and cash deals, and the items you can roll vary by deal type.

Note:  Credit insurance and some GAP insurance products are directly associated to rate tables and will not be available to roll.

Step 1. Open a deal.

Step 2. Click the Desking button below the Deal Summary card. The Desking page of the deal will open.

Step 3. Click the Roll button in the upper-right corner of the Desking page. 

Step 4. The Roll Deal pop-up will open. For cash deals, you can only roll to affect Total Cash and Total Gross. Click the Roll field's options button to open a drop-down menu and select the item you wish to adjust with the roll. The Starting Amount field auto-populates with the amount currently in the deal for the category you've selected. 

Step 5. In the Target Amount field, type the target value. 

Step 6. Click Roll. To hit the target amount, the roll will adjust the cash, trade, selling price, and any rollable front options, back options, or coverage that isn't directly associated with a rate table. The table will display the values for the items in the deal that can be rolled to meet the target amount. It displays the amount and gross before and after the roll. 

Step 7. Click the Apply button to the right of the rolled item you want to apply to the deal.

Step 8. The Roll Deal pop-up will close, and the Desking page of the deal will reflect your selection. Click Save to commit the change to the deal. 

Note:  In some instances, it is impossible to hit a target amount exactly. If the program is unable to hit the target amount, it will adjust the amount to the nearest penny. 

 

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