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Learn to set up Buy In Advance related business processes and rules.
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 Configuration: Links to manuals of Buy In Advance configuration modules that offer additional functionality but are not required for the module to work correctly
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 Definitions | Configure Buy In Advance options that will be available for users to select and add to a Subscription |
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 Definitions | Configure 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 | 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 period | Optional |
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 Name | Manual | Description |
|---|---|---|
| Not applicable | Not applicable | Not applicable |