Deals
The Deals module provides users with a centralized interface to manage every aspect of their deals seamlessly. It simplifies the deal creation, comparison, scheduling, and monitoring process, empowering users to have complete control over their transactions from initiation to completion or cancellation. Users can switch between two intuitive viewing options—Card View and List View—based on their preferred style of interacting with the deals interface.
Deals
Choosing View Options
The Deals Screen offers two viewing options for your convenience:
Card View
Card View presents deals in a visual card format, allowing you to quickly grasp the details of each deal. To use Card View:
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On the Deals Screen, click the "Card View" button.
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On card view View/Edit button is available on each card with ellipsis menu to view Deal Summary and Cancel respective Deal.
Deals Card View
List View
List View provides a detailed list of deals, suitable for users who prefer a more text-based approach. Here's how to use List View:
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On the Deals Screen, click the "List View" button.
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An ellipsis menu is available on right side of each record to View/Edit, Order Summary, Cancel respective deal.
Deals List View
Key functionalities available to users on the Deals screen include:
Deal Desk:
Users can initiate the deal creation process by clicking on the "Deal Desk" button. This action allows them to specify deal details, select products or services, set delivery or pickup preferences and provide payment information as necessary. This functionality is essential for users to place new orders seamlessly.
Deal Desk
Add Customer
Input and manage customer details.
Add Customer
Add Vehicle
Associate vehicle with a deal.
Add Vehicle
Add Trade-In
Attach trade-in vehicles to the transaction.
Add Trade-In
Attach F&I, Options, Fees, Maintenance and Service Products
Include F&I products, options, fees, and maintenance services.
Attach F&I, Options, Fees, Maintenance and Service Products
Nine Box View
Compare financing scenarios side by side.
Nine Box View
Different Assets Comparison View
Evaluate multiple assets for a deal.
Add Different Assets for Deal Comparison View
Different Assets Comparison View
Select Deal Save and Continue
Progress deals incrementally while preserving data.
Select Deal
Continue Deal
Save and Continue:
Save and Continue Deal
Customer Details:
Manage customer data such as odometer readings, contact, license, employment, and personal finance details.
Customer Details
Add Odometer:
Add Odometer
Contact Details:
Contact Details
License Details:
License Details
Employment Details:
Employment Details
Personal Finance Details:
Personal Finance Details
Cancel/Send to Customer/Submit Deal
Cancel/Send to Customer/Submit Deal
Deal Draft
Deal Draft
Submit Application
Finalize and send deal applications to lenders.
Submit Application
Select Lenders Multiple Selection
Choose suitable lenders from responses for further processing.
Lender Selection
Fully Received:
Lenders Response Received Add More Lenders if Required
Select Lender to Continue Deal:
Select Lender to Continue Deal
Deal Approved:
Deal Approved
Add Insurance Details:
Input insurance details for the approved deal.
Add Insurance
Add Insurance Details
Add Payments Details:
Add Payment
Generate Documents:
Generate Documents
Schedule:
Schedule
Schedule Appointment:
Arrange pickup or delivery dates.
Schedule Appointment
Schedule Appointment Details:
Schedule Appointment Details In Store Pickup
Schedule Appointment Details Delivery
Deal Moved to Appointment
Complete Deal
Mark deals as finalized once all steps are completed.
Select Deal to Complete under Appointments Section
Complete Deal
Deal Completed
Compare Deal:
Compare Deal button allows users to select multiple deals for side-by-side comparison, helping them identify differences and similarities.
Choose Deals to Compare
Deal Comparison
Availability Check:
The Availability Check section on the Deals screen allows users to finalize deals by confirming vehicle availability. Customers who have submitted their deals can now see if the requested vehicles are available or not. This section ensures that deal fulfillment is accurately managed based on real-time vehicle availability.
Deals Availability Check
Schedule Pickup/Delivery:
For deals that require pickup or delivery, users can access the "Schedule Pickup/Delivery" feature. Here, they can set preferred dates and times for when they want their orders to be picked up or delivered. This scheduling option provides flexibility and convenience to users.
Deals Schedule Pickup/Delivery
Appointments:
Users can view and manage their scheduled appointments related to their deals. This includes appointments for product demonstrations, consultations, or any other services associated with the deal. Users may reschedule or cancel appointments as needed, ensuring they align with their availability.
Deals Appointments
Completed:
In the "Completed" section, users can review and confirm that their deals have been successfully fulfilled or services have been provided. This section serves as a record of past deals, allowing users to track their order history and access deal details for reference.
Deals Completed
Cancelled/Declined/Withdrawn:
Deals that have been canceled/declined/withdrawn by the user or the service provider are archived in the "Cancelled/Declined/Withdrawn" section. Users can access information about these deals, including reasons for cancellation and any applicable refunds or credits.
Deals Cancelled/Declined/Withdrawn