Radia Settings
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
To configure your Radia settings, click ‘Settings in the top menu, then click 'Radia Settings’:
The following menu will be displayed:
Radia Settings
In General Settings you can set the minimum and maximum discount able to be entered in value and also in percentage. If a maximum discount is set to 35% and a user tries to load a discount higher than that, an error message will be displayed which will reference the maximum discount.
Campaign Types is where you can set your different Campaign types available
Description - This is a description you give the Campaign Type.
Priority - Where campaigns coexist featuring the same vehicles, the campaign with the highest priority will take priority. This is extremely useful if you have short term tactical campaigns.
Active - When ticked, the new campaign type will be ready to use and visible in the campaign type drop down box.
Once you have entered your Description, Priority and Whether the Campaign is Active hit save, you will then be taken back to the Settings screen to view your Campaign Types.
Campaign Statuses is where you can build your desired terms management workflow in Radia. Start by clicking Add Campaign Status.
This will open the following screen.
Please see - Custom Statuses for more information on statuses.
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.
Prevent Duplicates - This prevents a duplicate status being created if ticked - the system will check any other campaigns at this status that contain the same vehicles in the same period and will not allow the campaign to be created
No Edit - If ticked this means the status can not be edited.
Publication Allowed - If you are a manufacturer/dealer it enables/prevents the system from publishing the discount over the API to lease co’s if you are a lease co it will only include campaigns and statuses with publication allowed when exporting
Once you have filled all applicable fields click ‘Save’.
You will then be taken back to the Settings screen to view your Status.
Query Types - This is where you can categorise any query types you want to record against discounts. You should always have at least one query type configured. Start by clicking ‘Add Query Type’.
This will open the following screen, once you have entered your Description, click ‘Save’.
This will take you back to the Settings screen to see your Query Types.
Manufacturer Defaults - Manufacturer defaults control the default campaign values. These can be overridden at an individual campaign level when necessary.
Manufacturer - This is the Manufacturer you are setting the defaults for.
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.
DLR 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.
Substitutions - Start by clicking on Add Substitution.
This will open the following screen, once you have filled in your Substitution Details click Save.
You will then be taken back to the Settings screen to view your Substitutions.
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 - This is the description you give the Export Type.
Transmission 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.
Queued Campaigns - This is where all queued campaigns will be listed.
Deleted Campaigns - This is where you can undelete campaigns.