Salesperson Settings

You can access the Salesperson Settings via the System Maintenance Menu within Showroom by selecting the Salesperson settings option. However, to be able to create or modify settings for a user, the Individual salesperson settings option must first be enabled in System Parameters. Thereafter, salesperson settings override the company-wide settings in System Parameters. For example, even if Backoffice mode is turned off in System Parameters, some users may still be able to use it if their Salesperson settings have been explicitly set to allow it rather than conform to the SR company default.

Salesperson Settings Form

This form is displayed when you select the Salesperson settings option from the System Maintenance Menu.

User id: Identifies the current user identity.

The form has up to seven tabs:

General
Finance
Vehicles
Accessories
Trade-ins
Locations
Other Details (if installed)

General Tab

Showroom printer: Click the drop-down button to select from a range of printers. This is used to direct all documents printed in Showroom, including deposits to the selected printer.(If Installed.)

Default business manager: Click the drop-down button to select a user to set as your default business manager.

Default sales manager: Click the drop-down button to select a default sales manager.

Backoffice mode?: Click the drop-down button to select either blank to use the SR company default in system parameters, P to start out of backoffice mode, Y to start in backoffice mode or N backoffice mode not available.

Profit figures shown: Click the drop-down button to select either blank, which will use the SR company default in system parameters, Y (Figures shown first), P (Payments shown first), H (Hidden first) or Z (Zeroed first). See profit bar.

Tip: When you use the hidden option, the enquiry number, user ID, and time of enquiry are displayed.

Open or Wizard process: Click the drop-down button to select either 1 (Wizard) or 2 (Open).

Note: Wizard mode, when you use CRM / My CRM / My Shortcuts, takes you through each step of creating an enquiry.

Open mode, when you use CRM / My CRM / My Shortcuts, shows all of the options to create an enquiry on the same page. It is possible click each individual option and create an enquiry in any order that the salesperson requires.

Showroom presentation URL: This option exists only in Salesperson settings and controls which URL is presented within a Showroom enquiry. For example \\server\directory\file.ppt or http://www.kerridge.com. If an enquiry is created and the URL has been run, PPTRUN in the SR.quote table is updated and will validate with a Yes or No if presentation was not run.

Use Qualification: Select Yes, No or Optional. The Qualification process is set as the default every time you create an enquiry if Yes is selected, never shown if No is selected, and if Optional is selected you can enter Qualification details on the final enquiry form. It is not displayed at the beginning of the enquiry process.

Email notification?: If this check-box is selected an email is sent to the user for trade-in valuations and Finance offers.

Finance Tab

Can offer finance?: Click the drop-down button to select either blank (use SR parameters), Y (Yes, user can offer finance), N (No, user cannot offer finance) or A (No, but can assume authority).

Warning: If you select blank, the system parameters for the user's priority to offer finance are checked. If you select A then the user will be able to assume authority, but an email will be sent to the user specified in User for finance provided that user has the option for Email notification turned on.

Default payment type: Click the drop-down button to select either blank (use SR parameters), P (Prompt), C (Cash), 1 (scheme below only), 2 (two schemes below) or 3 (three schemes below).

Tip: If C (Cash) is selected, the three schemes below will be turned off. If either 1, 2 or 3 is selected then only the relevant schemes will be enabled.

Finance companies: Valid if 1, 2 or 3 are entered above. If 1 is entered then only enter a finance company in the first box, if 2 then complete the first and second boxes. Click the Ellipsis button to select a finance company.

Finance types: If finance company has been entered, select a finance type.

Finance schemes: If finance company and type have been entered, click the Ellipsis button to locate a scheme.

Periods: If finance company, type and scheme have been entered, enter a default period.

Can take Rental in Advance?: If this check-box is selected, you will be able to add rental in advance to a quotation. (If installed.)

Vehicles Tab

Quote vehicle types: Click the drop-down button to select either N for new vehicles only, U for used vehicles only, B for both new and used vehicles, or S for stock vehicles only.

Available franchises: Enter up to five available franchises codes or enter *** in the first occurrence. This acts as a wildcard and enables you to see all available franchises.

Vehicle sort order: Click the drop-down button to select either M for Model code, P for price of variant, or B for both Model and Price. Depending on the option entered, any Showroom searches will be sorted in that order.

Pricebook progress code: Enter the minimum vehicle progress code that can be quoted on, for vehicles not yet in stock (CRM Vehicle Stocking only).

OTR price on variant search results: Click the drop-down button to select either Y (Yes) or N (No). If No is selected here when searching new vehicle stock in Showroom, no prices are included in the search results, making the search much quicker.

Quote minimum profit New: Enter the minimum amount of Total profit that a user must have in each New vehicle enquiry. If the total profit is lower than this amount the Save and Print options will be turned off. The Min profit % New parameter is also checked and whichever amount is greater is used.

Quote minimum profit Used: Enter the minimum amount of Total profit that a user must have in each Used vehicle enquiry. If the total profit is lower than this amount the save and print options will be turned off. This also checks the Min profit % Used parameter, and whichever amount is greater will be used.

Min profit % New: Enter the minimum percentage of Total profit that a user must have in each New vehicle enquiry. If the total profit is lower than the percentages amount the save and print options will be turned off. This also checks the Quote minimum profit New parameter, and whichever amount is greater will be used.

Min profit % Used: Enter the minimum percentage of Total profit that a user must have in each Used vehicle enquiry. If the total profit is lower than the percentages amount the save and print options will be turned off. This also checks the Quote minimum profit New parameter, and whichever amount is greater will be used.

Warning: When using the New and Used minimum profit and % parameters, if the Showroom enquiry does not have the minimum profit required then the save button is made inactive and the print option icon is completely removed. These are the only indications that the enquiry does not have enough profit. As this is a customer-facing product we do not warn users that they do not have enough profit.

Used search vehicle selection default: Click the drop-down button to select the default used vehicle search settings required.

Accessories Tab

Accessory pricing: Click the drop-down button to select from either C (Cash prices only), M (Monthly prices only), W (Weekly prices only), B (cash and monthly prices) or A (weekly, monthly and cash prices). This will display the accessories chosen on an enquiry in the above pricing format.

Trade-ins Tab

Can value trade-ins?: Click the drop-down button to select either Y (Yes), N (No), A (Assume authority) or blank for SR system parameters, which will use the Trade-in Priority on System Maintenance.

Set offer on trade-ins?: Click the drop-down button to select either Y (Yes), N (No), A (Assume authority) or blank for SR system parameters, which will use the Trade-in Priority on System Maintenance.

Must use previous valuation: Click the drop-down button to select either Y (Yes) or N (No). Previous valuations will be loaded if a trade-in vehicle has previously been valued and the vehicle is recalled as a trade-in in a new enquiry.

User ID of trade-in valuer: Click the drop-down button to select either Blank to choose each time, or select from a list of people who have the authority to value a trade-in.

Tip: An employee start date must be set in user details before a user is displayed in the User ID of trade in valuer list.

Appraisal information mandatory? Click the drop-down button to select either Blank to use SR system parameters, N (No) or Y (Yes). This is also held within the Vehicle tab in SR system parameters.

Locations

This tab is only available when the Use MKV not VSB for vehicle stock? box is not ticked, on the General tab of the System Parameters form.

Default VS company: Default Vehicle stockbook company. When this sales executive searches for stock, results from this company come first.

Other VS stock companies: In these ten boxes, you can enter additional Vehicle Stock companies whose stock vehicles this sales executive can view in addition to his or her default one. You can enter * (asterisk) in the first box to mean all companies.

Tip: The order in which companies are entered here is the order in which the companies are displayed in Showroom CRM.

Days: Minimum age to view. When this sales executive views stock in the company specified in the box to the left, only vehicles that have been in stock at least this long will be displayed. Zero (0) means there is no such restriction.

Exceptions group:

For each company, you can specify up to three locations where the Days value is different from the usual value you have specified for the company.

Location: A location of the company specified at the start of the row.

Days: Minimum age to view. When this sales executive views stock at the location specified in the box to the left, only vehicles that have been in stock at least this long will be displayed. Zero (0) means there is no such restriction.

Other Details Tab (If Installed)

Open or Wizard Accessory process: One of:

1 (Wizard): Forces the salesperson to select vehicle options categories the first time via the wizard

2 (Open): Does not force the salesperson to proceed through the options wizard

Buttons:

Exit: Returns you to the SR Miscellaneous Options Menu.

Help: Displays this help page in your default company browser.

Create: Select the Blank option button to create a new user in Sales Persons settings and enter all the relevant priorities and options, or the Copy option button to create a copy of an existing user's details and amend as required.

Amend: Enables you to amend a loaded option.

Delete: Deletes a pre-loaded option.

Confirm: Changes to Save when in amend or create mode.

Cancel: Enabled only when in amend or create mode.

Adhoc: Displays Adhoc enquiries. This can be used to find information held for the option you are currently using.

Setup: Displays the salesperson settings in a grid.

Text Box:

Message: Displays a message only when in amend mode or saving a record, for example Record secured when in amend mode.