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Campaigns

Campaigns

Owned by Alom Hussain (Unlicensed)
Last updated: Jul 28, 2022 by Matt Sullivan (Unlicensed)
5 min read

Adding a Campaign

Start by clicking on ‘Campaigns’ in the main menu of QV Systems.

You will then be taken to the Campaigns screen:

Click ‘New Campaign’ to be taken to the next screen:

Here you can enter all the details about the campaign that you wish.

Manufacturer - This is the Manufacturer that the Campaign applies to.

Fleet Code / Deal Number - This is found on the terms letter you receive.

Description - This is the Description that you give the Campaign for internal use.

Relationship - You can apply a Campaign to a particular Relationship i.e. end user terms

Valid From - This is the start date of the Campaign.

Valid To - This is the end date of the Campaign.

Discontinuation Cutoff - This s the latest date a vehicle can be discontinued and still be shown in the list.

Status - This is the status of the Campaign. Statuses can be configured by you to suit your business needs.

Source - This is the Source of the Campaign - either Manufacturer or Dealer discounts.

Type - This is the Campaign Type. Campaign Types can be configured by you to suit your business needs e.g. Public Sector, Special offer, Standard terms etc

Qualify at - This is where the Campaign qualifies - either at the point of Order or the point of vehicle Registration.

Claim - This is how the Campaign discount is applied - either off of the Invoice or retrospectively 

Include Options - If ticked this applies the discount to the options 

Free Metallic Paint - Tick this if Free Metallic Paint is included in the Campaign. Within settings you can also define manufacturer rules around FOC paint.

Brands - You can chose the brands of your business you want this Campaign to apply to.

Types - This is where you can choose if the Campaign includes Cars and LCV's or only Cars/LCV's.

Once you have filled in all fields click Save and the page will refresh to show all available Models.

In the ‘Derivative Discounts’ dropdown you can enter the discount amounts for the Models:

When you enter a discount amount, all models below that point that are in the same model category will auto fill with the same discount details:

Once you have filled in all Model Discount amounts click ‘Create Derivative Discounts’.

This is where you can see the Derivative breakdowns, you can filter your search to narrow down this list.

Buttons:

Set Amount - Select a Discount to update the amount.

Set Quote Amount - Select a Discount to Set the Quote Amount - 

Set % - Select a Discount to update the %.

Set Quote % - Select a Discount to update the Quote % - 

Set Option % - Select a Discount to update the Option %

Toggle Metallic - Select a Discount to toggle FOC paint on and off.

Raise Query - This button raises a query on any derivative you have selected, they can be excluded from quotes if ticked.

Delete - This button deletes the Derivative Discounts.

Table Headers:

Type - This is the type of vehicle.

CAP ID - This is the CAP ID of the vehicle.

Model - This is the Model of the vehicle.

Derivative - This is the Derivative of the vehicle.

MY - This is the Model Year of the vehicle.

Doors - This is how many doors the vehicle has.

Body Style - This is the body style of the vehicle.

Fuel - This is the fuel type of the vehicle.

Pwr - This is the Horsepower of the vehicle.

Trans - This is the Transmission of the vehicle.

DT - This is the DriveTrain of the vehicle.

Introduced - This is the date the Model was introduced.

Discontinued - This is the date the vehicle was Discontinued.

Amount - This is the monetary amount of discount.

Quote Amount - This is the amount of discount for the quote.

% - This is the overall percentage of the discount.

Quote % - This is the percentage of discount for the quote.

Option % - This is the percentage of this discount for options.

FMP - Free Metallic Paint

Status - Green tick = active Orange ? = query on discount

Below this table you have the option to Add more vehicles to the Campaign and Delete all Discounts.

 

The next section is Option Discounts.

This is where you can add discount amounts/percentages for options on the vehicles.

Again, if you add an amount all matching options below your selection will be auto filled with the same amount.

You will then be taken back to the Options page to view all discount amounts.

Campaign Documents:

This is where you upload the terms letter you have been working from, If you click Upload Document you will be taken to this screen.

Here you can select the document and give it a description.

The Man. Letter tick box - If ticked marks this document as the manufacturer's original support letter, enabling the system to provide a shortcut to viewing it.

Campaign Audit - This is where you can see the changes made to the Campaign and add notes.

If you click on Add Note the following screen will appear.

You can chose a template if you have any set up or add a note manually, set the date and time for the task and the task type.

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