In-Store Training and Finance Calculator Setup
Please note in order to use the instore process you will need to have completed your In-store training.
Choose one of two methods to launch the credit application
Option 1 Finance Calculator
One consideration with the Finance Calculator if the option is greyed out you may need to either complete your In-store training or set up your finance calculator options in the group management.
Customers are generally presented with an iPad that has been customised to suit their branding and finance offerings.
Once the customer has chosen a finance product, 'Apply Now' is pressed.
The customer can now apply, launch the credit application form and 'Confirm & Apply' to start filing out the credit application.
Option 2 In-store Quick Launch
If you don't need to use the Finance Calculator then you can use the In-Store Quick Launch widget to quickly launch a credit application.
Updated 7 months ago