**SalesChain Finance Module**

Assigns every cost and dollar of revenue on an order to the correct department and general ledger account, then carries that allocation into ECI e-automate automatically.

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One deal, three financial views, and no re-entry between SalesChain and e-automate.

The SalesChain Finance Module, known in the product as the Breakdown, organizes and allocates the costs and revenues that make up a deal. Its job is to see that every dollar on an order is assigned to the correct department and general ledger account, and that the resulting allocation reaches e-automate without anyone rekeying it. This document covers what the module does, how its pieces fit together, and how to configure it for your dealership.

Key Benefits:

Single order entry that pushes straight into e-automate
Every cost and dollar mapped to the right G/L account
Lease invoices and interim rent worksheets built automatically

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Three levels of breakdown

Every order passes through three levels of financial breakdown. Each one answers a different question, and each serves a different audience.

1) Sales breakdown

The sales breakdown is what the account manager works with, and it lives on the Pricing tab in SalesChain. It tracks what the rep is responsible for, including equipment, delivery, and service fees, and it shows revenue from the order, gross profit, and commissions to be paid. Entries at this level are called order adjustments.

2) Company breakdown

The company breakdown is the internal accounting view used by the finance department. It allocates costs to the correct internal departments and general ledger accounts, covering both the items the account manager is responsible for and additional internal expenses such as setup, IT, and warehouse. Entries at this level are called internal adjustments.

3) Finance company breakdown

The finance company breakdown shows the amount the bank or leasing company is paying on the transaction, which is how the dealership tracks the portion of the deal being funded externally.

Taken together, the three levels tell the rep what they own, give the company a defensible allocation of internal cost, and give finance an accurate record of what is being funded. Commission calculations depend on all three being right.

What the Breakdown does

The Breakdown is the process that connects SalesChain deal data to e-automate. It has two parts.

E-automate breakdown

This part assigns costs and revenue to the correct internal departments using e-automate item numbers, and it associates those costs with the host machine rather than with accessories. Accessories are listed in e-automate at zero dollars and linked to the host equipment, with their cost absorbed into the host line item. A copier and its paper tray is the familiar example: the tray appears on the order, but the cost sits with the copier. That linkage also populates the Accessories tab in e-automate, so nobody has to connect the two by hand later.

Leasing company invoice breakdown

This part tracks how much the leasing company is funding, accounts for upgrades and special terms, and allocates a portion of the lease funding to each machine on the order using a standard formula.

What changes in practice

Before the breakdown was automated, order processors reviewed each signed order by hand. They entered line items into e-automate, updated pricing, and added costs such as delivery and connectivity. The work was slow, repetitive, and easy to get wrong.

With the breakdown configured, the rep enters the deal once in SalesChain and the SalesChain Push sends it to e-automate with line items, cost allocations, departmental breakdowns, linked accessories, and pricing updates already in place. Nobody needs to open the sales order in e-automate to finish it.

What the breakdown automates

Push into e-automate. Orders from SalesChain create and populate the sales order in e-automate directly, which removes duplicate entry and the pricing errors that come with it.
Lease invoice. The lease invoice for the leasing company is generated with customer details, equipment descriptions, serial numbers, and pricing already filled in.
Interim rent worksheet. The worksheet is generated during the push. It calculates interim rent sharing, populates the key dates and amounts due, and defines the portion of rent the dealership will receive. Partial-month billing is one of the easiest things to get wrong by hand.
Cost adjustments. Internal allocations such as delivery, setup, and IT are defined per machine model in the catalog, then applied automatically and tied to the right item numbers and G/L accounts.

”For LDI, SalesChain has become much more than a CRM. As an integral part of our daily business operation, SalesChain touches virtually every department at LDI on a daily basis.
Paul SchwartzCOO, LDI Connect, NY

Ready to get started?

The Breakdown is included in your SalesChain platform, and configuration is what makes it work. Our support team will walk through your existing process, map your adjustments to the right e-automate item numbers and G/L accounts, and validate the setup against live orders before you rely on it.

Contact SalesChain Support