Margin Reserves - Configuration Screen

You can use the Margin Reserves screen to create or edit margin reserves, which can be applied to new equipment quotes. Margin Reserves represent the money a dealer needs to set aside (reserve) to make the deal happen, such as administrative fees.

To open the Margin Reserves screen, click the Need to add a Reserve? Click here to add link on the Margin Reserves screen.
-or-
Click a margin reserve Description on the Margin Reserves screen.

Topics in this section include:

Creating a New Margin Reserve

  1. From anywhere in IntelliDealer, navigate to Configuration > Equipment > General > Margin Reserves.

  2. Click the Need to add a Program? Click here to add link.

  3. Fill in the fields, referring to the table below.

  4. Click Save to save the margin reserve and return to the Margin Reserves screen.
    -or-
    Click Save & New to save the margin reserve and refresh the Margin Reserves screen so you can configure another margin reserve.

Screen Description

The fields on the Margin Reserves screen are:

Field Description
Description A brief description of the margin reserve.
Percentage The percentage of the net cost of the segment that the selected margin reserve will add to the Total Cost of the segment.
or Dollar Amount The dollar amount that the selected margin reserve will add to the Total Cost of the segment.
Type The type of equipment that must be on the segment in order for the margin reserve to be applied; either New, Used, or Both.
Class The class of equipment that must be on the segment in order for the margin reserve to be applied.
Account Number The general ledger account that dollar amounts attributed to the selected margin reserve will be posted to.
Mandatory Indicates whether the selected margin reserve will be mandatory for segments that include units of the selected Type and Class.
User Override Indicates whether the percentage or dollar amount for the selected margin reserve can be overwritten by a user on the Margin Worksheet.
Active for System Indicates whether the selected margin reserve can be applied to new quotes created in the system. This field is only shown for existing entries. When creating a new margin reserve, the system assumes it should be active.

Use these buttons to complete your work on the Margin Reserves screen:

Button Function
Save Saves the changes made on the Margin Reserves screen.
Copy

Copies the information from the selected margin reserve into a new Margin Reserves screen, allowing you to quickly create a new margin reserve.

This button only appears when editing an existing margin reserve.
Save & Next

Saves the changes made on the Margin Reserves screen and opens the next margin reserve in a new screen.

This button only appears when editing an existing margin reserve.
Save & New Saves the changes made on the Margin Reserves screen and refreshes it, allowing you to quickly create a new margin reserve.
Close Closes the Margin Reserves screen without saving any changes.

Data Source: RESERVES

Security: 999 - Configuration

Revision: 2024.08