Purpose

The Fleet product functionality enables leasing companies to generate quotes, applications, and contracts for services or insurance only.

Setup

Navigate to Financial Product page.

Create new financial product and set Fin. Product Type equal to Fleet:

Set Accounting Group equal to Fleet:

Process

Quote creation

Go to the Back Office role center and click the Quote tile to open the Quotes list.

Once in the Quotes list, use a new action to create a new quote.

In the Quote Card page fill in mandatory fields:

Select Financial Product Fleet product.

Input Customer details.

Input asset details. Purchase price and residual value must be blank.

Input financial details: program, term, frequency, installment due, starting date:

Input services and insurance details:

Click the action Installment Schedule to see simplified Installment Schedule page:

All financing-related details are not visible on the quote or installment schedule.

Activation and billing

The activation and billing process for fleet product applications is the same as that for other products.