Commerce

Service Payment Plan (SPP)

You can use SPP when a customer is financing products outside of their vehicle financing, or when they are making a product only purchase.

Written by Joey Rausch
Updated over a week ago

Commerce Overview

After you have started the transaction in the Menu, you can access Commerce by clicking on the Rate All link.

Written by Joey Rausch
Updated over a week ago

Proposals in Commerce

A proposal in Commerce is equivalent to the product plan options in Menu.

Written by Joey Rausch
Updated over a week ago

Using Copy in Menu vs. Using Proposals in Commerce

There are two ways to spread the rated products across to all product plans.

Written by Joey Rausch
Updated over a week ago

Contract Activity in Commerce

Contract Activity in Commerce allows you to search, view, and (possibly) void official contracts using various filters.

Written by Joey Rausch
Updated over a week ago

Product Filtering in Commerce

Product filtering allows you to filter out products that you do not want to rate for an individual deal.

Written by Joey Rausch
Updated over a week ago

No Form Error

This error is usually seen when trying to create contracts.

Written by Joey Rausch
Updated over a week ago

Add / Copy Proposals in Commerce

Creating multiple proposals will help you offer your customer more product and coverage options.

Written by Joey Rausch
Updated over a week ago

Altering Official Contracts in Commerce

To change any information on an Official contract, you will need to archive or delete it in your provider portal and then recreate the deal.

Written by Joey Rausch
Updated over a week ago

Managing Lenders in Commerce

You have the ability to add, edit, and delete lenders in Commerce.

Written by Joey Rausch
Updated over a week ago

Adding New Products to a Deal After eContracting in Commerce

It’s easy to add an additional product to a deal after you’ve completed the eContracting process.

Written by Joey Rausch
Updated over a week ago

Re-Rating GAP in Commerce

As a default, Commerce uses the term listed in Financing Option 1 to rate GAP products.

Written by Joey Rausch
Updated over a week ago

Profit Settings in Commerce

When you adjust a profit setting, amount you set is added to all future deals.

Written by Joey Rausch
Updated over a week ago

Voiding Contracts in Commerce

There are essentially two scenarios where you would need to void a contract.

Written by Joey Rausch
Updated over a week ago