In the Offer page, the user can add sales incentives that are valid for this lead. The sales incentives can also be added automatically depending on an indicator called 'Automatic insert'- If the indicator is set to true then the sales incentive is automatically inserted in the offer.
A sales incentive can be inserted in the offer based on the following key criteria:
- Validity period (start and end date)
- If the business partner group of the BP in the lead is entitled to this sales incentive
- The vehicle status of the VOI (New Vehicle, Used Vehicle, etc..)
- The Make, the family or the model, or all of three of the selected VOI are related to a sales incentive
For more details how to set-up Sales Incentives please refer to this admin page: → https://wiki.onedealer.com/x/IITwAg
Add Comment