πŸ“ BCA Integration Process

Angharad Whitburn
Angharad Whitburn
  • Updated

Once the BCA integration been enabled and setup and that also both the BCA and Host+ Applications have been installed onto an iPad.

Process:

Once the above has all been carried out, you are free to login to Host+ on your iPad. You can then create or search for the desired customer/vehicle record. After drilling into this, you need to select the 'Vehicle'Β detailsΒ tab and then from here click the 'Car' icon within the Vehicle Details box.

This will open up the BCA app, where you will needΒ to complete the appraisal.

Once the appraisal is completed, the Sales Manager will be able to view this and the valuation of the vehicle on the Desktop Pinnacle within Showroom – My Work – Awaiting Valuation.

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Select β€˜Awaiting Valuation’ and you will see all the vehicles that are waiting for the valuation to be confirmed/authorised. If you find the vehicle you wish to add valuation, click on the menu icon on the right and select β€˜Add Valuation’

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Once β€˜Add Valuation’ is selected you will get pop up with the appraisal details you have completed on the application. If you either drill into the appraisal (Highlighted in Red) by double-clicking the line or selecting β€˜Request Valuation’

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This will then open up the BCA website will all the appraisal details on for you to review. Then you can add the valuation within the β€˜Offer Value’ box and click Save.

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Once the valuation has been added, it will be removed from the β€˜Awaiting Valuation’ list as the value has been authorised.

It will then show in the salespersons β€˜My opportunities’ with the appraisal ticked and the salesperson is able to continue with the sales process of the vehicle.

Once this has been setup, it is essential to ensure that you complete the 'Part Exchange Appraisal' details in CRM > Parameters > Dealer Parameters > Documents. Tick enabled, choose a document style, choose a document category and then add the appraisal URL - dealerpro://com.dealerpro.urlscheme.
Please note that appraisal users do not need to be added.
Document Categories are pulled from CRM > Parameters > Dealer Parameters > General > CRM Document Categories

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