General Description of the Feature
A new section ‘Overview’ has been added to the tab Overview for the Lead/Opportunity.
The new section consists of the following elements:
1. Lead price breakdown with offer switch:
a. Offer switch - general switch, changes the data in the whole section. By default, the data is represented from active order or offer, but SA should be able to switch between previously created offers. Once switched from drop-down menu - the whole section should be updated and represent chosen Offer details
b. Price breakdown - represent the exact pricing breakdown as represented in the Offer preview section
2. Active Vehicle info:
a. Vehicle picture
b. Make
c. Model or Model as a comment
d. VIN
e. Vehicle Type
f. Net Basic Price
3. The Vehicle Items (All non-standard items added in the offer, Sales Incentives):
a. Item Type
b. Code
c. Title
d. Price
e. Discount
f. Final Price
4. The Vehicle Standard Options:
a. Code
b. Title
5. Finance:
a. Bank / Financing Company
b. Advance Payment Amount
c. Credited Capital
d. Number of Installments
e. Installment
f. Start Date
g. End Date
6. The Vehicle Payments:
a. Payment Date
b. Payment Method
c. VAT Code
d. Payment Amount
7. The Vehicle Service Contracts:
a. Contract Type
b. Contract No
c. Description
d. Net Price
e. Gross Price
f. Duration
g. Start Date
h. End Date
8. Trade In Vehicle:
a. Make
b. Family
c. Model
d. Mileage (km)
e. License number
f. Final Price with Benefit
The User can switch between available Offers
By selecting a previous offer the previous offer details are displayed
There is a situation in which some data is missing in some Offers, for example Contracts (Service Contracts). In this case, the toggle button that is used to display the table for the missing data is hidden.
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