7.3.3 Add Sales Incentives

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: 

  1. Validity period (start and end date) 
  2. If the business partner group of the BP in the lead is entitled to this sales incentive 
  3. The vehicle status of the VOI (New Vehicle, Used Vehicle, etc..) 
  4. 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