The Showroom > Offers report will show the status of all of the Finance quotes. If a user does not have access to the calculator then they are able to access the quotes from this report by drilling in from here.
The report can be filtered by Salesperson, Status, Customer, Registration Number and a date range based on the Created Date.
The Sales Person and Status fields can have multiple option from each menu selected. For example in the status menu awaiting stacking and presentable can be selected. Depending on the status the user will be taken to the relevant stage of the process.
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Status |
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Awaiting Preparation |
A deal has been constructed and passed to another user to create presentable finance options for it. |
Quote Screen |
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Being Prepared |
The deal is currently being stacked by another user and is locked. |
Drill down prevented as deal locked. |
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Presentable |
Presentable finance options have been added to the offer and this can be presented to the customer. |
Presentation Screen. |
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Rejected |
The presented finance options have been rejected via the presentation screens rejected process. |
Quote Screen. |
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Quoted |
A quote or quotes have been generated. |
Presentation Screen. |
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Quote Closed |
A vehicle for a quote is no longer available or the offer was created prior to the finance functionality being turned on. |
Quote Screen. |
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Order Pending |
Order has been selected for one of the finance options and a customer order is pending based on the result of the finance proposal process. |
Presentation Screen. |
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Ordered |
A customer order has been raised for the vehicle from the offer. |
Customer Order. |