2.36.4 - Trade In Amount Calculation handling / Trade In enhancements

General Description of the Feature 

This Feature deals with a new alteration/enhancement on the:  

A. Add Trade-In Vehicle pop-up form

B. the Trade-In tab within the sales process page (sales lead)

C. the Related tab within the sales process page (sales lead)

D. the Printing Document object with all the new fields

E. and for the German Localization tenants, the automatic Note added within the offer sheet when it includes a Trade-In vehicle.

F. the Terms and Conditions configuration form (see configuration section)

A. “Add Trade-In Vehicle” pop-up form

New fields should be added in the “Add Trade-In Vehicle” pop-up form and enhance it with new functionalities.

The new fields are:

• Repair Costs (Input box. The User can add here the amount of the repair costs related to the Trade-In vehicle)
• Calculated Trade In price excl. Repair Costs (Input box. The User can add the value of the vehicle without considering the repair costs.)
• Terms and Conditions (Searchable multiselect drop-down with data source from the available in the system Terms and Conditions with Type “Trade In” (table: @IDMS_TERMCOND). The selected Terms should be stored in a new table called @IDMS_TRADEINTERMS.)
• Print on Offer / Contract (Switch control Yes/No. This fields and its functionality are ONLY relevant to external printing providers. It determines if the system will send (or not) the Trade-In data to the external printing provider for any use.)
• Select Button (Add Related) (Button. This button should be found in the footer of the pop-up form next to the Cancel and the Save button. The User can upload documents from their personal computer.)
• Related (List. A new section/list should be placed below the “notes” and include all the uploaded related files (table: @IDMS_RELATEDFILE). Next to each file through a trash icon, a user can delete/remove an uploaded file. The actual files should be found in the Related tab)

Add Trade-In Vehicle pop-up form:

B. “Trade-In tab” within the sales process page

The exact same fields as described above, will be added in the Trade-In tab including all the data from the form. The fields will be read-only and just displaying all the already added information.

Trade-In tab:

C. "Related tab” within the sales process page

In the “Related tab” within the sales process page a new section should be added, called “Trade-In”. This section will appear in the tab every time a Trade-In vehicle is added in the lead and has related documents, which are added through the new “Select (Add Related)” button in the “Add Trade-In Vehicle” pop-up form (Exhibit A). These documents are marked and differentiate in the database with the Enum 65 = TradeIn, table: @IDMS_RELATEDFILE and field U_IDMS_EntityName.

Related tab:

D. Printing Document object

All the new fields should be exposed as new parameters for the internal OneDealer printing provider as well as the external printing providers.

For the external printing providers, the field “Print on Offer/Contract” will control if the system will send (or not) the Trade-In data to the external printing provider.

Mock-up for the Printout:

E. Automatic Note within the offer sheet

The Trade-In info in the Notes-Field must be enhanced to also display the final price that the customer must pay.

The new message should be enhanced as follows:

“The Vehicle with VIN: <>, License plate: <>, and Mileage <> km, will be taken as Trade In for the price of <> €.

The customer has to pay (Total incl. VAT): <> €.”

In the case where the user will edit/change the field “Offer Price” through the edit button, then the message in the “Notes” field must be updated with the latest correct final price.

Automatic Note within the offer sheet:

The new feature and enhancements will not affect the already existing “create purchase lead from Trade-In” functionality.

Business Benefit 

The User "Sales Executive" manages the trade in vehicle information’s, the offers, and the printouts in an automated, fastest, and most controlled manner and according to the company's strategy, during the Trade-In in the Sales Lead - Offer Process.

Configuration

F. “Terms and Conditions” configuration form

In the “Terms and Condition” administration page/grid list (../list/termsandconditionsgridlist) a new column “Type” in the grid list and a new field “Type” in the “Create Terms and Conditions” form should be added that will differentiate the Terms and Conditions based on their type.

Two different types will be displayed:

• Sales: A type regarding the Terms and Conditions on the basic sales process.
• Trade-In: A type regarding the Terms and Conditions on the Trade-In vehicle.

“Terms and Conditions” configuration form:

Additional Information

Feature Number: AVGA-73

QA-166 - Getting issue details... STATUS