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Manage a Wholesale Worksheet_V2

Wholesale deals for V2 work a bit differently from retail deals. You can save the worksheet and come back to it later to edit it and recalculate as needed.

  1. From the Deal page, click the Worksheets tab.

  1. Click the Edit icon to open the worksheet.

The Worksheet opens, which is a much simpler worksheet than the retail deal type.

The Detail sub-tab opens by default and is the only tab available for wholesale deals. There are no deferred downs, trades, after market, or accessories. The header cards and right side of the page remain no matter what sub-tab you are on. When you enter or change any field information, the Apply button appears, and you must click Apply or press Enter to save the changes.

  1. Complete the Detail fields with appropriate information, such as date, sales price, and deposit.
The Worksheet Summary section shows calculations and automatically updates when you click Apply. It is view-only. The RegZ Contract Disclosure section is unavailable. There is no Payment Schedule section. Lender Fees & Decision does not apply.

  1. If applicable, click the Washout accordion to access view-only information that analyzes how the numbers are worked out.

Click the View icon to see or hide the net profit. The Amortization accordion only shows the one payment.

The icons at the top of the page are the same for retail and wholesale.

To access worksheet settings

  1. Click the Settings icon .

The Worksheet Settings pop-up window opens.

  1. You can change the sales location and registration state.
There is no purchase agreement or contract to choose. Dealer rebates, manufacturer rebates, deferred downs, and max rates are not used.