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Discuss Calculating X plan pricing yourself at the Lets Talk Price, Leasing & Financing within the Ford ST Nation; I know we have a ...
  1. #1
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    Calculating X plan pricing yourself

    I know we have a couple threads on X plan pricing already, including the one with the chart, but they're getting pretty big and convoluted, so I thought I'd start this just to allow people direct access to calculating X plan pricing for themselves (especially in taking into account regional differences in ADV ASSESSMENT and doc fee maximums).

    Calculating X plan pricing:

    Dealer Invoice is what X plan pricing is calculated on

    Dealer Invoice = vehicle invoice + option package invoice - package discount invoice + add-ons invoice + ADV ASSESSMENT + FUEL CHARGE + DEST&DELIV.

    Vehicle Invoice = $22,100, includes ST1 200A package
    ST2 201A package invoice = $2,235; ST2 package discount = ($108)
    ST3 202A package invoice = $4,320; ST3 package discount = ($361)
    Moonroof invoice = $799
    Navigation invoice = $710
    Tangerine Scream invoice = $442
    Engine Block Heater invoice = $30
    Fuel Charge = $47.16
    DEST&DELIV = $795
    ADV ASSESSMENT = between $400-$450 depending on regional differences.

    X plan = Dealer Invoice - (0.4% Dealer Invoice) + $275 administrative fee.

    Easiest way to calculate X plan pricing is to total Dealer Invoice, multiply that by 0.996, add $275.

    Note: X plan sets the maximum limit on document fees (doc fees) to $100, but do check if your state/local law sets a lower maximum. The maximum dealer doc fee under X plan is whichever is less: $100 or your state/local law's maximum.


    Hope this helps.
    - Wyatt
    co-founder North American ST Owners Club

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    ST Nation Staff Sergeant STinSTL's Avatar
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    This definitely helps to have it broken down in this manner. Would you mind checking my math for my ST3 with no moonroof or block heater?

    Vehicle Invoice = $22,100
    ST3 202A package invoice = $4,320
    Fuel Charge = $47.16
    DEST&DELIV = $795
    ADV ASSESSMENT = $400
    SUBTOTAL = $27,662.16

    $27,662.16 x .996 = $27,551.51
    + $275 administrative fee = $27,826.51

    Does that look accurate? I am assuming I don't need to add the Navigation invoice of $710, as that comes with the ST3 equipment group.

    Thanks,
    Chris

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    Seems like X-Plan is basically $100 under invoice in most cases and saves you from getting overcharged by dealer fees?

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    Quote Originally Posted by STinSTL View Post
    This definitely helps to have it broken down in this manner. Would you mind checking my math for my ST3 with no moonroof or block heater?

    Vehicle Invoice = $22,100
    ST3 202A package invoice = $4,320
    Fuel Charge = $47.16
    DEST&DELIV = $795
    ADV ASSESSMENT = $400
    SUBTOTAL = $27,662.16

    $27,662.16 x .996 = $27,551.51
    + $275 administrative fee = $27,826.51

    Does that look accurate? I am assuming I don't need to add the Navigation invoice of $710, as that comes with the ST3 equipment group.

    Thanks,
    Chris
    You just forgot to subtract the ST3 package discount of $361. So...


    Vehicle Invoice = $22,100
    ST3 202A package invoice = $4,320
    ST3 202A package discount invoice = ($361) ... parentheses indicate a number to be subtracted
    Fuel Charge = $47.16
    DEST&DELIV = $795
    ADV ASSESSMENT = $400
    SUBTOTAL = $27,301.16

    $27,301.16 x .996 = $27,191.96
    + $275 administrative fee = $27,466.96
    - Wyatt
    co-founder North American ST Owners Club

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    Sergeant of ST Nation
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    Quote Originally Posted by Braden @ COBB View Post
    Seems like X-Plan is basically $100 under invoice in most cases and saves you from getting overcharged by dealer fees?
    I think you mean X plan is basically $100-$150 over invoice, and saves you from getting overcharged by dealer fees.

    BTW, in my case (and not unusual in Florida), my dealer was charging me a $699 "doc fee". So even though I got them to sell me the car at $100 over invoice, going with X plan actually saved me around $550 over my previous deal.
    - Wyatt
    co-founder North American ST Owners Club

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    ST Nation Staff Sergeant Bagdasar's Avatar
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    My wife has access to x-plan pricing through her work. However, in parenthesis, it say it must be purchased from dealer stock. It sounds like people are using x-plan pricing to order the cars from the factory versus dealer stock. Will I have a problem using this to order an ST from the factory? Can anyone shed any light on this?

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    I am sure this has been addressed in previous postings but how does one qualify for X-plan pricing (besides the Mustang and SVT club option)?

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    Quote Originally Posted by Bagdasar View Post
    My wife has access to x-plan pricing through her work. However, in parenthesis, it say it must be purchased from dealer stock. It sounds like people are using x-plan pricing to order the cars from the factory versus dealer stock. Will I have a problem using this to order an ST from the factory? Can anyone shed any light on this?

    Once the car is on the dealers lot, it's essentially dealer stock. At least that is the way it's always worked for me as I've done plan deals on every Ford I've every purchased, most of which were custom orders.
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    Quote Originally Posted by mrcorvette View Post
    I am sure this has been addressed in previous postings but how does one qualify for X-plan pricing (besides the Mustang and SVT club option)?
    With absolutely no intent of rudeness, do a search. This question has been asked and answered numerous times.

    There are many ways to obtain. X Plan.
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