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Rate Optimisation

Tip: To use this feature Backoffice mode must be enabled.

The Finance optimisation results grid is displayed. Click the required result to select, this will highlight the result and enable the next button to optimise the finance scheme and return you to the Estimate to continue.

Optimisation type:

Click on the required options to find out more general information about them and other useful areas.

Current: Each column will show the relevant value from the optimisation type.

Maximum: Each column will show the relevant value from the optimisation type.

Balanced: Each column will show the relevant value from the optimisation type.

Budget: Each column will show the relevant value from the optimisation type.

Note: Click on the required result to enable the next button and optimise the deal displaying the estimate

Buttons:

Customer: Display the details of the currently selected customer.

Finance company: Display the details of the currently selected finance scheme.

Previous: Return to the Enquiry Builder.

Next: Only enabled once a optimisation result has been selected.

Help: Display this page.

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