This page wants to explain the first steps how to create an offer.
By clicking on one of the following llinks you wyou will bll be forwarded forwarded iimmemediatately ly too thethe rrespspectiveive stetep:
- Choice between "accessories" and "service"
- Selection of the customer or the vehicle
- Selection of the package
- creating an offer
- Further options for action
- Completion of an offer
- Granting discounts and surcharges
Before we start...
Before you make an offer, please make sure that you have performed the essential steps of setting up the program!
Choice between "accessories" and "service"
First, depending on whether it is an accessory or a service offer, open the respective module.
Selection of the customer or the vehicle
If a customer file is created in the DMS, you can search for the customer by entering his name (upper field: "Customer") of his license plate (middle field "License plate") or his chassis number (lower field "VIN"). One of the three entries is already sufficient to start the search by pressing the ENTER key or by clicking on the green field. The corresponding vehicle can be selected in the opening "Search results" window.
When selecting a vehicle with a valid chassis number, the program provides an interface query to the BVM ("Base Véhicule Monde", in English "Worldwide vehicle database"). On the basis of the detailed information of the vehicle supplied by the BVM (year of construction, phase etc.), an optimal filtering of the result list is possible.
For a customer-independent search for a package, select the corresponding brand in the "Select - Brand" selection.
Offers without the specification of a customer can not be saved!
If you would like to create an offer for a customer who is not created in the DMS, you can add new customer profiles to MPO internally via "Menu"> "Customers". For customers with an MPO internal profile, you can create and save quotes, but if the order is made, a customer file must be created in the DMS.
Choosing the package
Open the list of categories by clicking on the "Categories" field. By clicking on a category further subcategories will open.
In the sub-category "- Own offers -" you will find the offers you have added. For information on how to create your own offers, please refer to Adding and changing your own offers (accessories) or Adding and changing your own offers (service).
If a subcategory has been selected, the different packages will appear on the right side. In addition to the prizes, there are up to five additional fields:
ISometimes different colors are displayed for the same package:
Creating an offer
To create the offer, click on the corresponding price field. The shopping cart symbol will be highlighted in blue and the package has been added to the shopping cart. Alternatively to clicking on the price, you can click on the cart icon and select the appropriate price to add the package to the offer
The bar in the lower left corner of the page is used to manage the offer. The bar consists of four fields:
More possible actions
The detail view, which can be accessed in the bar in the lower left corner, opens a menu with further possible actions:
To close the menu again, either click on the cross in the upper right corner or in the darkened area of the page outside the opened menu.
Completing an offer
The bar to complete an offer can be found at the bottom of the tab of the menu just described.
Granting discounts and surcharges
In order to grant rebates or surcharges, please make sure that the "Details" tab is activated in the header of the menu, and the field "Revenue control" is activated in the footer bar. If you only want to grant the discount or surcharge on a specific part, activate the "Details" field (symbol: Eye) in the footer.
Select the appropriate line to grant the discount or premium:
The discount or surcharge always refers to the net price! The VAT and any applicable national fees will be added afterwards. The total gross price is displayed at the end of the list in the dark gray "Complete price" line.
You can grant the discount or premium in percentage or absolute terms:
If you make an entry in one of the two columns, the corresponding value in the other line is automatically added. In the "Revenue" and "Total" columns, you can see how the discount entered affects the revenue or price.
Entered values without pre-sign cause a surcharge on the price.