Bonuses
Setting Up A Bonus
If you set up bonuses by doing the following:
- Click into Car Sales
- Click into Vehicle Groups
- Highlight the Make Number you want to add the bonus too
- Click on the Models tab
- Highlight the Model you want to add a bonus too
- Click on Amend
- Click Manufacturer Bonus
- Click on New
- You will then be displayed with the screen below
- Enter the information required (see notes section below for more information)
If you have bonuses which are the same for different models you can do the following to copy these direct to that specified model group (this will save you re-entering in the information)
- Click into Car Sales
- Click into Vehicle Groups
- Highlight the Make Number you want to add the bonus too
- Click on the Models tab
- Highlight the Model you want to add a bonus too
- Click Manufacturer Bonus
- Highlight the Bonus line you want to copy
- Click Copy
- You will then be presented with the screen below
- From here Select the Model group you would like to copy this to
- Once selected click on Confirm
- It will then say 'Copy Bonus ... from ... to ...'
- Confirm Yes
Entering a Bonus onto a Vehicle
To add a bonus onto a vehicle you will need to do the following:
- Click into Car Sales
- Click into Stock Management
- Enter the Stock Number
- Click on Postings
- Click on Bonus
- Highlight the bonus you want to post
- Click OK
- Whatever defaults you have set when creating the bonus will be displayed
- Amend or enter in the fields as desired
- Once all entered, Click OK
- The bonus will then be displayed on the 'Stock' and 'Financial' tabs
Notes:
You can set up a bonus so that when you sell the vehicle it does not automatically come out of the accruals nominal, it is left there until you transfer it out manually (this is required as some franchises have to pass an audit before the bonuses are confirmed)
You set this up by entering a bonus accrual nominal on the line but no P&L accounts (See Bonus C below)
You can also set up so each bonus can go to its individual accrual nominal instead of all going into one, to do this you enter the accrual nominal required against each bonus line (If this is left blank it will use the global accruals nominal on the make screen)
You can also set up a bonus so it can be included in the purchase of the vehicle, if you amend the bonus line in vehicle groups and click include in purchase then when you purchase a vehicle or do a supp purchase you can post the bonus amount to be taken off the purchase price of the vehicle.
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