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A sales model is a general framework that defines a company’s approach to selling. Therefore, in the Sales Model section, users can build and customize their sale sales models as per their company needs.
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Please find attached below what is on each one of these five subsections.
General
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Workflow Name field: add the name of your sale model
Description: add a description of your sale model
If the Sale Model is in use, switch to ON the toggle Is Active?
In the Select a Sales Model Type, users have two options:
- Continuity Model: which should be selected to set up the subscription offer
- Hard Sale Model: which should be selected to set up straight sale
By choosing one or the other, two more options for each can be included.
- Continuity Model, the user has the possibility to also add:
the toggle Enable Pre-reoccuring Cycle?:when set to
, this enables the pre-order type offer but with subscriptionsStatus colour Green title ON the toggle Is Shipment Delay?:when set to
there is a delay of 30 days for the orders which are a subscription offer in order for the product to be sent after 30 daysStatus colour Green title ON
- Hard Sale Model, the user has these two possibilities to include:
the toggle Enable Pre Sale?: enable pre-order.
the toggle Is Trial Extend?: this is to flag the campaigns with this offer in order to follow the business rule 50% Business Rule
60-day Stage
Before Continuity
This section is enable ONLY if the user is currently setting up a subscription offer, and at the top of the page the toggle Enable Pre-reoccuring Cycle? has been switched to ON (see below example)
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Continuity Cycle
Tax Percentage by Country / State
This section can be left blank, as taxes configuration are available inside the campaign settings page.
List of Sub-Contents:
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