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Radia Setup

Radia Setup

Setting up Radia consists of a few simple steps:

General Settings

Min Discount

Minimum discount amount that the system will accept

Max Discount

Maximum discount amount that the system will accept

Min Discount %

Minimum discount percentage that the system will accept

Max Discount %

Maximum discount percentage that the system will accept

Campaign Types

Campaign types are a way to categorise and prioritise campaigns. Each campaign can have one, and only one campaign type.

Description



Priority

Where campaigns coexist featuring the same vehicles, the campaign with the highest priority will take priority.

Active

When checked, new campaigns can use this campaign type.

Campaign Statuses

Campaign statuses enable you to build your desired terms management workflow in Radia.

Description

 

Ordinal

Campaign statuses are sorted in drop downs based on their ordinal. When setting up statuses, we recommend using ordinals with gaps e.g. 100,200,300,400 etc. so that statuses can be inserted between the originals as your workflow evolves.

Quotevine Status

An overall category for the status.

Duration

The SLA for this status - if a campaign exceeds this status it will begin to flash in the user interface, and will be marked in the database as falling outside of SLA.

Background Colour

 

Text Colour

 

Query Types

Query types enable you to categorise any query types you want to record against discounts. You should always have at least one query type configured.

Manufacturer Defaults

Manufacturer defaults control the default campaign values. These can be overridden at an individual campaign level when necessary.

Manufacturer

 

Qualify at

Whether campaigns should qualify at point of registration or order.

Claim

Whether campaign discounts are deducted from the invoice or claimed retrospectively.

Include Options

Whether discounts should be included by default when percentage-based discounts are being configured.

New Derivative Action

The default action the system should propose when new derivatives are added to manufacturers which are currently attracting discounts.

Dlrr New Derivative Action

The default action the system should propose when new derivatives are added to manufacturers which are currently attracting dealer discounts.

Free Metallic Paint

Whether metallic paint should be included by default.

Free Metallic Includes

The types of free metallic paint which should be included when models attract free metallic paint.

Campaign Export Types

Campaign export types provide a mechanism for configuring different export formats to enable Radia to create files which can be ingested by different quoting systems. 

Description

 

Transforrmation Service URL

If supplied, the address of a service to which the generic campaign export file should be sent.

Recipient Email Address

If supplied, the email address to which the completed export should be sent. If blank, the export will be sent to the user requesting the export.

Active

When checked, the export type can be selected by users.