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Commerce
14 articles in this collection
Written by
Joey Rausch
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
How To
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