Enquiry Builder Form

This form is displayed when you click the Enquiry Builder icon on the Showroom Customer Enquiries form. In this context it can be used to create a quotation without stepping through a long sequences of forms, starting from a blank enquiry.

The same basic form is also displayed at the end of the sequence of forms for creating new and used vehicle quotations.

You can edit all the attributes of a quotation and you can book demonstrator vehicles, take deposits, and send email messages.

Menus and Toolbar

The range and number of menu options varies depending on the options chosen for the enquiry. For example, you can send email messages only when a customer has been selected.

Note: The option to Exit with no save on the File menu is only available before any details of an enquiry are entered. After a customer, vehicle, finance scheme or trade-in has been selected you must save the record to return to the Showroom Customer Enquiries form.

The standard menu options and toolbar icons, which are available even when the form is displaying a blank enquiry, are as follows:

Menu	Icon	Description
File > Show presentation		Displays the remote web site or file on the local network (such as a PowerPoint presentation) which has been specified for the current user in Salesperson settings
File > Print		Contains a sub-menu with options for printing information relevant to the current enquiry. Until a customer is selected, the only option is Other, which displays a list of reports set up for the current company.
File > Show discount on printout		Shows any discount on the printed document, depending on the set up of the document
Edit > Customer details		If no customer is currently selected, this starts the process of loading a customer record. If a customer has already been selected, it displays the customer details.
Edit > Qualification details		Displays the Qualifications form
Edit > Finance company		Displays the Select Payment form for comparing and selecting finance schemes
Edit > Payment profile		Only displayed if user defined finance information has been entered on the enquiry.
Edit > Customer balance		Displays the Target a Down payment form, in which you can enter the amount of the deposit required on this deal.
Edit > Trade-ins		Displays the Available Trade-Ins form for specifying the details of a trade-in
Edit > Other details		Displays the Quote Details form
Edit > Sales staff		Displays the Sales Staff form for sending the enquiry to a business manager and the sales manager or both.
Edit > Change vehicle		If no vehicle is selected, this starts the process of specifying a new or used vehicle. Alternatively, you can select a vehicle by its stock/order number. If a vehicle has been selected, you can view its details.
Edit > Summary		Displays the Purchase Summary form. This form differs depending on whether the currently selected vehicle is new or used.
Edit > Deal Presentation		Displays the Deal Presentation form, giving a line-by-line break down of the enquiry/quote or order.
Edit > Rental in advance (If installed)		Displays if Rental in advance is switched on or off.
Demonstrators > Diary		Displays the Demonstration Vehicle Diary form
Demonstrators > Book demo		Displays the Demonstration Vehicle Diary form
Demonstrators > This vehicle		Displays the This vehicle form allowing a demonstration to be immediately started. It displays only if there is a current CRM vehicle record and a customer has been loaded.
View > Backoffice mode		Enables/makes inactive Backoffice mode
View > Including VAT		Enables/makes inactive the inclusion of Value Added Tax in prices for vehicles and options. On forms that list such prices, the window title bar displays the current setting, either Including VAT or Excluding VAT.
Tools > Take deposits		Displays the Take deposits form
Tools > Print request for payment		(If installed) Allows the user to print a payment request for the customer.
Tools > View request for payment		(If installed) Enables the user to view a payment request for the customer.
Tools > Submit finance proposal		If the Finance proposals function is installed a proposal can be sent and a decision received via showroom. Selected the relevant finance company to proceed through the finance wizard.
Tools > Lock workstation		Locks the current session. This can be used to prevent unauthorized access while a terminal is left unattended. The password required to unlock it can be set in the User details form in the System Utilities module. Alternatively, press CTRL+ALT+Z.
FSA > Demands and Needs		If it is installed in a FSA compliant Showroom company, a tick indicates a complete survey.
FSA > Duty of care process		If it is installed in a FSA compliant Showroom company, a tick indicates a printed statement. You can print an order only after printing a statement.
Help > Help		Displays this help page in a browser. Alternatively, press F1.

The following menu options and toolbar icons become available after a vehicle is selected:

Menu	Icon	Description
File > Reprice		Displays the vehicle specification prices available in Specification / Price Generations held in Franchise Data to enable you to select a new price
File > Save		Contains a sub-menu with options for saving enquiries with different statuses. These include Store as 'in progress' and Store as lost sale. See the Saving the Enquiry section.
File > Send Email		Contains a sub-menu with options for sending email messages. Selecting the Formatted option displays the Compose Message form with basic details of the enquiry in the message body.
File > Export to XML document		Exports the enquiry to a defined area on the server. This path is held in the Export section of Showroom System Parameters.
Edit > Options		Contains a sub-menu with options for specifying the vehicle options.

The following menu options and toolbar icons become available after a customer is selected:

Menu	Icon	Description
File > Save		Contains a sub-menu with options for saving enquiries with different statuses. These include Store as 'in progress', Store for later and Store as lost sale. After saving the record, the system closes the enquiry and returns you to the Showroom Customer Enquiries form. The Store for later option opens a contact form or wizard.
File > Send Email		Contains a sub-menu with options for sending email messages. Selecting the Formatted option displays the Compose Message form with basic details of the enquiry in the message body. The recipient is automatically set to the customer's email address.
File > Case file		Displays the customer's case file. See the Case file section of the CRM help files.
Edit > Clear customer details		Enables you to load a different customer record

Warning: When using the New and Used minimum profit and % parameters, if the Showroom enquiry does not have the minimum profit required, 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. Being a customer front facing product we do not warn the user about insufficient profit.

The following menu options and toolbar icons become available after a finance scheme is selected:

Note: Depending on the finance scheme chosen and the current Backoffice mode setting, some of the following options may not be enabled.