V2 Financing Product Targeting

This feature allows an EPC to manage dealer fees on finance products for sales orgs.

Please keep in mind that products do not get automatically added to a product rule. Say for example if a rule is set up for Finance Method A products and included all the products at that time. When Finance Method A is resynced, if new products are pulled over or existing products are reactivate, they will have no targeting rules added. Those new and reactivated products need to be be added to the rule manually.

It is also important to note, that new targeting rules set up will only apply to new deals moving forward. Product targeting will not retroactively apply to previously created deals.

There are 2 ways to create a new Finance Product Targeting rule.

First method:

Go to Settings > Pricing > Finance Product Targeting.

To create a new targeting, click + New in the top right.

Give the rule a name, select the dealer fee delta, and set which authorized dealers and markets should have this targeting applied.

There are a couple options of how to select Authorized Dealers and Installer Markets. If there is a large list and only a few options to be excluded, check the "All" box and select only the orgs/market to exclude.

Alternatively, if there are fewer orgs/markets to include, unselect the "All" checkbox and then toggle on the rows to be included individually.

Once the rule has been created, click on the Products tab to select which financing products it should apply to. Use the dropdown in the top right to select a financing method and pull up a list of products. Check the box next to any individual product to add it to the targeting.

Second method

Go to Settings > Pricing > Finance Options.

Click a Finance Product to modify. There is a Product Targeting field where existing rules can be added or removed. Click +Create New to the right to create a new targeting rule as outlined above.

Rule Precedence

Once a targeting rule is created for a particular finance product, then that rule takes precedence over default rules. The rule with the largest delta wins. For example, if Finance Method A has a 5% increase only for Sales Org 1 and no other targeting rules applies, Sales Orgs 2 and 3 will not be able to use that product.

To counter balance this, create another rule for everyone with a 0% dealer fee delta rule for Finance Method A. Sales Org 1 will still get the 5% delta because that delta is higher, but Sales Orgs 2 and 3 will now also be able to use it.

The reason the 0% product targeting is needed is because the same system is used to turn products on and off per dealer AND to adjust dealer fees. The default isn’t actually 0%, it’s “not targeted”, which means available and there’s no delta to apply. Once a product is targeted for any dealer, the system always follows these rules:

1. Evaluate all configured targeting on the product against the current dealer. Any hit is considered a “match”.
2. Take the highest delta from the set of matched targetings and apply it to the base dealer fee.
3. If no targeting matches, do not show the product.

So to turn a product on for just one dealer, include only that dealer in a targeting rule with a 0% delta. Any other dealer will match nothing, and will not be able to use that product. Similarly, to turn off a product for a single dealer, create a rule that excludes only that dealer.