Setting Up an Upsell Part Markup Goal for Converted Parts in CollisionLink

KB Article #1893

A "markup goal" can be added to CollisionLink to ensure your dealership's profit goals for converting non-OE parts are met. To help protect your profit margins, CollisionLink will automatically flag any part in the Upsell Parts section that falls below the Upsell Part Markup Goal established.

Example:

CollisionLink is set up with a Converted Part Gross Profit Goal of 15% of dealer cost. When the markup percentage for a part falls below your gross profit goal, the Markup field will display in red. (Click here for more information on upselling parts in CollisionLink.)
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Notes:

  • The Markup field will also display in red for any entry you will lose money on.
  • The Total Markup % field will not be highlighted in red, even if it is negative.

To set up a markup goal for upsell parts:

  1. From the CollisionLink tab, click Application Setup.
    CL_AppSetup2019.jpg
  2. Click Application Settings.
    CL_ApplicationSettings.jpg
  3. Check the Enabled box to activate the Upsell Part Markup Goal for CollisionLink and type the desired minimum profit goal for conversion parts in the Markup field.
    1893_UpsellGoal.jpg
  4. When finished, click Save. The new Upsell Part Markup Goal will be applied to all future orders.
  5. Click the Back button at the top of the left-hand navigation menu to close.
    CL_CloseAppSetup.jpg

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