How To Set Up the Make Offer Function on the Appraisal Form

How To Set Up the Make Offer Function on the Appraisal Form

Setting Up the Group Type
  1. Set Up Group Type 'Group Account Visibility' 
  2. Add Make or leave blank to apply to 'Any Make'
  3. Set Trade In Offer Time Limit (Hours) - this setting determines how long Dealers within the Group can place Bids on the logged Appraisals
  4. Add Dealers




Role Management 
  1. Only Users added to the 'Group Account Visibility' Role can send out Appraisals as Group Offers.
  2. When Allow Bidding is enabled on the Role, then users added to the role will be able to place Bids. 
  3. A restriction on Make exists on the Role - note if the Group setup as a Make then this will restrict what Makes will use the 'Make Offer' function. 
  4. If a Dealer requires some users to have bidding on, and then other users to have bidding off, then two separate roles can be added to the Account.
Note: The Make restrictions on the Group setting and Role Management apply to the Make on the Lead


1. Configuring Group Appraisal Bidding
As before when setting up the Group Account Visibility role you can select;
- Allow Bidding (enables the bidding functionality - without this dealers can still view Appraisals within the group but are unable to make offers
- Display Trade In Offer (shows/hides the valuation made by the dealer who created the Appraisal)
- Display Reconditioning Costs (shows/hides the reconditioning costs made by the dealer who created the Appraisal)
- Display Traded (show/hide whether the Appraisal has actually been traded or not)
- Display Trade In Comments (show/hide the comments the originating dealer has added to the Appraisal



You can also now set a default Email Template to send out your wholesale auctions on.  If no template is chosen the default AutoPlay branded template will be used, but a custom dealership branded option can be selected here.

In addition the Group Bidding process now has the ability to set a automated warning on the role (in minutes).  When a bidding process is about to expire a warning notification will be sent out to everyone who has received the offer and has not chosen to ignore it.  



As of 20.10.1 it is now possible to set the Appraisal Bidding to send out notifications by either;
  1. SMS (New)
  2. Email
  3. Notifications
When setting up the Group Account Visibility role users are added to the role can not only see the 'Make Offer' function to submit a bid, but are also able to get Notifications (Email/SMS/In App).  If a particular user does not wish to receive notifications for one of these method you can specify that here.  Below are the range of notifications that will be sent;

Notification Type

SMS

In APP

Email

Receiver

Offer

Yes

Yes

Yes

Dealers and Wholesaler (no in app notifications)

Time remaining (Reminder)

Yes

Yes

Yes

Dealers and Wholesaler (no in app notifications)

Won

No

Yes

Yes

Dealers and Wholesaler (no in app notifications)

Rejected

Yes

Yes

Yes

Dealers and Wholesaler (no in app notifications)

Withdraw

Yes

Yes

Yes

Dealers and Wholesaler (no in app notifications)

Expire

Yes

Yes

Yes

Offerer




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