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Find out what configurations should be performed before the CRM.COM Buy In Advance module is used

Learn to set up Buy In Advance related business processes and rules. 

 Mandatory  Mandatory Configuration: Links to manuals of Buy In Advance configuration modules that are required for the module to work correctly

 Related Configuration: Links to manuals of configuration modules other than of Buy In Advance that offer additional functionality or is required for the module to work correctly

 Optional  Optional Configuration: Links to manuals of Buy In Advance configuration modules that offer additional functionality but are not required for the module to work correctly

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Mandatory Configuration

The following modules must be configured to use the Buy In Advance:

Module Name
Manual
Description

Buy In Advance Definitions

Configuring Buy In Advance DefinitionsConfigure Buy In Advance options that will be available for users to select and add to a Subscription

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Related Configuration

The following modules are related to but are not a part of Buy In Advance. Such entities either:

  • Must be configured accordingly to be able to start using Buy In Advance module (Configuration Type = Mandatory) 
    OR 
  • May be configured to use Buy In Advance module at its full capacity (Configuration Type = Optional)
Module Name
Manual
Description
Configuration Type

Additive Discounts Definitions

Configuring Auto Apply Subscription Discount DefinitionsConfigure Auto Apply Discounts related to Buy In Advance Requests. For example, provide a discount automatically when a Buy In Advance Request is made for a specific period.Optional
Additive Discounts Definitions

Configuring Ad-Hoc Subscription Discount Definitions

Configure Ad Hoc Discounts related to Buy In Advance requests. For example, provide a discount automatically when a Buy In Advance Request is made for a specific periodOptional


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Optional Configuration

The following entities are available and can be configured under Buy In Advance.  A working CRM.COM model can exist without them being configured.

Module NameManualDescription
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