FSA Demands and Needs Survey
Surveys are a set of qualifying questions the sales executives are required to ask the customer before selling FSA complaint products.
A Demands and Needs survey must be completed for each customer before products related to a FSA can be added to an enquiry. There are numerous ways that the survey can be accessed. Generally a prompt in the Showroom enquiry process when a related product has been selected or manually from the tool menu of the final summary.
When using wizard mode, it is highly recommended that you pre-load the customer record at some point before entering the accessory selection form. Otherwise a message will be displayed advising you that FSA option will not be available. The user will not be able to select any FSA related products including finance schemes (with credit insurance) and will have to go back and add them after completing a Demands and Needs survey.
If you use the default finance schemes from the salesperson setting or salesperson setting, the same rules apply: until a Demands and Needs survey is completed only schemes without credit insurance and cash can be selected. When trying to select a finance scheme with a customer loaded and no Demands and Needs survey, a prompt is displayed enabling you to perform a Demands and Needs survey. Select cash to continue, either select cash only or Demands and Needs to perform a survey.
Select Demands and Needs survey from the menu tool bar at any point in the Showroom enquiry after a customer has been loaded.
A new survey will be displayed, based on the questions, recommendations and survey question routing previously set up.
Customer: Displays the customer's name.
Vehicle: Displays the vehicle being enquired upon, if selected at time of performing the survey.
Address: Displays the customer's address.
Question number: The question number, based on the questions, recommendations and survey question routing.
Accept or Decline is always the first question prompted in any survey. Depending on the response either an acceptance Initial Disclosure Document or Declined Senior Management Disclaimer is printed. The formats for these are held in System parameters. A re-print option is available from the tool menu.
Answer: Depends on the answer types in the questions. Enter the required information. Generally this will be a Yes or No answer.
Next, to continue to the next routed question depending on your answer. It is not possible to leave a question blank to answer type of Y/N. If you do you will be prompted to make a selection.
Tip: There is an alternative to selecting the option (radio) button: press the Y or N button on the keyboard.
Each product code in the survey is listed here. When all questions in a products have been answered a tick is place in the grid next to that product code. Only when all products have had all questions answered is the survey complete.
Add comments. These can be viewed in the Duty of care against the question and product it was answered for.
The Save button is enabled only when the survey has been accepted in the questions section.
If a user does not have permission to answer all of the questions, the survey can be saved at any point and the enquiry passed to another user who has the permissions.
To recall and continue with a survey, recall the customer's enquiry and select the Demands and Needs from the tool menu on the final summary. A partially completed survey has (In progress) alongside.
There are two choices, Resume to continue from the next unsaved question or Start again to override the current survey and start again from the beginning.
Reset can be used at any point in an open survey. The survey will be started again and all answers and comments lost.
Menu Options and Icons:
| Menu | Icon | Description |
| File > New |
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Create a new Demands and Needs survey. Only available if a previous survey is found for the customer. |
| File > Exit |
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Exit from Demands and Needs. |
| File > Reset |
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Reset survey done so far and start again. |
| File > Save |
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The save icon is enabled once a survey has been started, you can save a survey after the acceptance. |
| Tool > Legend |
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The legend shows mandatory product types and if they have had questions answered for them. |
| Tool > Re-print IDD |
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Re print the Initial Disclosure Document the format for the is held in system parameters. |
| Help > F1 |
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Press F1 or click icon for help file. |