How to Split Dealer Options on the Profit Report

The Profit Report groups Dealer Fitted Options (DFO) sales and profit into a single lump sum. In cases where you need a detailed breakdown of individual DFO contributions, you can create additional columns to display the sales and profit for specific accessories. This guide explains how to achieve this step-by-step.

Steps to Split Dealer Options

1. Access Vehicle Parameter Maintenance

• Navigate to:
  Vehicle Parameter Maintenance > Accessories

2. Identify the Accessory

• Locate the accessory you want to separate on the profit report.
• Double-click the accessory to open its details.

3. Check or Assign a Nominal Code

• If No Nominal Code is Set:
  • Assign the accessory to the appropriate Nominal Code in the settings.
• If a Nominal Code is Already Set:
  • Make a note of the code listed in the Nominal Code column.

4. Add a New Column to the Profit Report

1. Access Analysis Codes:

   • Go to Analysis Codes in the system and click Add.

2. Link the Nominal Code:

   • Select the same Nominal Code assigned to the accessory.

3. Create a Description:

   • Enter a descriptive name for the new column.
     • Example: If the accessory is a "Tow Bar," the description might be "Tow Bar Profit."

4. Save the Column:

   • Click OK, then close the window.

Final Step

• Once the changes are made, your Profit Report will now display the accessory as a separate column with its sales and profit clearly identified.

Key Notes

• Nominal Codes: Ensure the nominal code matches the one assigned to the accessory for accurate reporting.
• Descriptions: Use clear and concise descriptions for easy identification on the profit report.
• Video Tutorial: A video walkthrough is available for additional guidance.

Scenarios Where This Process is Useful

• Analysing individual accessory contributions to sales and profit.
• Preparing detailed reports for specific Dealer Fitted Options.
• Improving visibility into profit margins for better financial tracking and decision-making.