US Auto-Dealer Deal
Auto-Dealer Deal Jacket & F&I Worksheet (buyer's order, trade equity, tax & fees)
Auto-Dealer Deal Jacket & F&I Worksheet (buyer's order, trade equity, tax & fees)
Key Features
Customer, salesperson and store
Customer, salesperson and store.
Vehicle identity
VIN (17-character validated), stock number, year, make, model, trim, odometer and new/used flag.
Selling price and vehicle cost (for front-end gross)
Selling price and vehicle cost (for front-end gross).
Trade allowance and lender payoff
Trade allowance and lender payoff.
Net trade equity = allowance − payoff (can
Net trade equity = allowance − payoff (can be negative).
Negative equity is detected and capitalized into the
Negative equity is detected and capitalized into the amount financed automatically.
Manufacturer rebates / incentives reduce the cash price
Manufacturer rebates / incentives reduce the cash price.
Doc fee, title, registration and any number of
Doc fee, title, registration and any number of custom fees, each individually flagged taxable or non-taxable.
State sales tax is applied to the correct taxable base
States that grant a trade-in tax credit tax price − trade allowance; states that do not tax the full selling price. A configurable table of state rules ships with the module.
Warranty, GAP, vehicle service contract, prepaid maintenance
Warranty, GAP, vehicle service contract, prepaid maintenance, tire & wheel, theft protection and more.
Each product carries a cost and a sale
Each product carries a cost and a sale price; per-product and total back-end profit are computed automatically.
Taxable base, sales tax, total fees
Taxable base, sales tax, total fees.
Amount financed = selling price + fees +
Amount financed = selling price + fees + tax + F&I products − net trade equity − rebates − cash down (capitalizing negative equity).
Front-end gross (vehicle margin) vs back-end gross (F&I
Front-end gross (vehicle margin) vs back-end gross (F&I profit) vs total gross.
Screenshots
Deals
State Tax Rules
State Tax Rules
Why Choose This Module
A complete desking / deal-structuring worksheet for US automotive dealerships. Build a deal jacket for every vehicle sale, structure the numbers exactly the way a desk manager would, roll up the Finance & Insurance (F&I) product profit and print a clean Buyer's Order.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: sale_management
- Support: support@pokutsoft.com
Update date: 2026-07-02