When a Lead is created the user can select various activities based on the workflow (create Offer, arrange Test Drive appointment, create Order, etc).

Below the process of an Offer creation is described. 



The DSW user can select from the dropdown list of the activities, the option of "Offer" in order to create an Offer for the VOI (Vehicle Of Interest) of the Lead


Then the Offer sheet opens and the user can edit the vehicle by changing price or applying discount amount or percentage in price, or change the quantity of the vehicles


and the then save the changes. 


Also the user can add additional items for the vehicle through the "+" button 


Then a gridlist opens which contains all the available items that can be added to the Offer.

User can select the checkbox in the left side of any item that he wants to add to the Offer and then select the arrow in the upper right sifde of the page.




Then the selected items are added to the Offer as extra lines under the vehicle and they can also be edited 


When the Offer edit is completed, then the user can select the "Apply" button in the lower right side of the page and then save the activity.

Now the Offer is created and at that time an Offer document is added in the Related tab of the Lead under the section "Printable Files".


Also through the endpoint of POST (Status Update) the Lead status in DMS is updated to "Quοtation Completed"


Next possible steps in the process:

  • If the VOI of the Lead is selected from the Stock Locator search then the user can proceed with Vehicle Reservation through the process of "Vehicle reservation (WF activity)"
  • If the VOI of the Lead is selected from the Inventory then the user can proceed with Vehicle Reservation through the "Actions" button from the vehicle page like described in the process of "Vehicle Reservation for Inventory Vehicles"
  • The sales person can arrange a Test Drive appointment for the customer through the process of "Test Drive"
  • If the customer accepts the Offer then the sales person can  proceed with the process of "Sales Order - Retail"


Example of json can be found here:→ document_sales_offer.txt

dms-std-api: → https://app.swaggerhub.com/apis/ThinkRIT/dms-std-api/1.2.0#/Documents/SendSalesOrder

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