Multi-unit sales: test-drive

General Description of the Feature

The scope of this feature is to add support for test drive appointments (accompanied only) for the multi-unit process. The functionality will be the same as in retail.

External functions and transition required views needed for the test drive process were duplicated from Retails process.

For the multi-unit arrange test drive page the following filters were added:

• Make
• Family
• Model

Schedule Test Drive appointment

When the Sales person chooses to create a Test Drive appointment a calendar appears and the user choose the car and the time slot.

Then a prefilled pop up appears and the users clicks Save.

After the Save of the activity the test drive appointment appears in the agenda (on the right side) and the customer receives a mail with the information of the Test Drive

If the customer clicks the link the picture of the vehicle appears

Cancel Test Drive appointment

When the user chooses from the activities to cancel the test drive the Agenda is updated with the canceled appointment.

Create Test Drive Contract

A pop up appears with two mandatory fields:

• License Number
• License Date

In the related tab a new printable file with status Open. There is also an update in the agenda.

Cancel Test Drive Contract

When the user cancels the Test Drive Contract the status of the file in the related tab has been updated to canceled and the Result in the event of the agenda is updated to 'Cancel Test Drive Contract'.

Sign Test Drive Contract

When the user chooses to Digitally sign a page with the contract appears and the two parts sign.

When the document is saved the agenda is updated and in the related tab the new document appears

Business Benefit 

The scope of this feature is to add support for test drive appointments (accompanied only) for the multi-unit process. 

Configuration 

Administration and Process pages

Email notification parameters (Same as in retail):

• {TestDrive.StartDateDescription}
• {TestDrive.StartTimeDescription}
• {TestDrive.Model}
• {TestDrive.Family}
• {TestDrive.Make}
• {TestDrive.VehicleImageLink}

This notification is sent at the step where a test drive appointment is created.

Printing parameters 

If the TRV “Test Drive Customer Required View” was used at the Test Drive Contract creation step, then additional data can be printed at the test drive contract document using the following parameters:

• {Header.TestDriveInfo.AgreedKilometers}
• {Header.TestDriveInfo.FuelLevel}
• {Header.TestDriveInfo.LicensePlate}
• {Header.TestDriveInfo.Note}
• {Header.TestDriveInfo.Tyres}

Workflow

Workflow Dacia_WholeSales_v.1.0 was used with the following updates:

Transitions:

• Schedule test drive
• Cancel Test drive reservation
• Create Test drive contract
• Sign test drive contract
• cancel test drive contract
• cancel signed contract

States:

• test drive appointment TestDriveAppointment.png
• test drive execution TestDriveExecution.png
• test drive follow up TestDriveFollowup.png

Transition Required Views

• Multi-unit Signed Test Drive Contract Document
• Multi-unit Test Drive Calendar View
• WorkflowCancelTestDriveActivityRequiredView
  • It seems that this view is not utilized at all during the execution of the “Cancel Test Drive Reservation” external function
• Test Drive Customer Required View
  • Presents a popup with extra fields that are saved at the table @IDMS_TESTDRIVEINFO during the test drive contract creation
  • Accompanied with “Create test drive contract” external function
  • The data can be presented during printing via the property {Header.TestDriveInfo}

External Functions

• Create Test Drive Reservation methods
  • Create Test Drive Reservation without notification (Product)
  • Create Test Drive Reservation (Kosmocar)
  • Create Test Drive Reservation (Suzuki)
  • Create Test Drive Reservation (seems deprecated)
    • Accompanied with the Multi-unit Test Drive Calendar View TRV (Transition Required View)
• Cancel Test Drive Reservation methods
  • Cancel Test Drive Reservation (Product)
  • Cancel Test Drive Reservation (Kosmocar)
• Create Test Drive Contract methods
  • Create Test Drive Contract document (Product)
  • Create Test Drive Contract Document (Torpedo)
  • Initialize DocuSign For Test Drive Contract (Product)
    • Accompanied with the Test Drive Customer Required View TRV
• Cancel Test Drive Contract methods
  • Cancel Latest Test Drive Contract (Product)
• Create Signed Test Drive Contract methods
  • Create Signed Test Drive Contract (Product)
  • Create Signed Document With DocuSign For Signed Test Drive Contract (Product) (DocuSign related)
    • Accompanied with the Multi-unit Signed Test Drive Contract Document TRV
• Cancel Signed Test Drive Contract methods
  • Cancel Signing For Signed Test Drive Contract (Product) (DocuSign related)
  • Cancel Signing Process And Cancel Envelope For Signed Test Drive Contract (Product) (DocuSign related)

Additional Information