Shop By Payment Feature
Document status | complete |
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Target release | 2022 |
Epic Link | Type /Jira to add Jira epics and issues |
Document owner | @TJ VanWert |
Lean Canvas |
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Tech Prerequisites | Must have financing options added and show payments around enabled. |
Quick Links
Overview
Objective
The Shop by Payment feature adds an additional search filter parameter on the dealers listing pages that allows website user to filter inventory by a specific monthly price.
How Does it Work
There are two pieces that allow the Shop by Payment to work.
First, the dealer must be using the Finance Options by having their financing terms added within the CMS and have the Show Payments Around feature enabled. These two features are what help drive the data for the Shop by Payment feature to display. The more options of financing terms that a dealer has entered, the more monthly payment groupings will be available in the filter.
Second, the Monthly Payment search filter must be enabled within the search filter snippet in the CMS. This is what allows the monthly payment filter to display on a listing page.
Success metrics
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Technical Details
Requirements
Requirement | User Story | Importance | Task | Notes |
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User interaction and design
First you will need to make sure your client has their Finance Options added and the Show Payments Around enabled.
Second, you will want to make sure that they have added the Monthly Payment filter to their Search Filter
When you are done, you should be able to see Monthly Payment within the Search Filter on the dealers listing pages.
Open Questions
Question | Answer | Date Answered |
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Additional Details
Out of Scope
The dealer is not able to set the parameters for which monthly payment groupings are created or displayed. The system automatically creates the monthly payment ranges based on the data available from the financing options.
Future Requests
Request Details | Suggestion Form Link | Date Requested |
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Setup/Enable
Account Managers and Client Support Team Members prior to creating a task for Production Fulfillment Team. You will need to make sure your client has Financing Options added into their CMS and the Show Payments Around enabled.
Instructions
Monthly Payment filter just needs to be added into the Search Filter once it has been confirmed that the dealer has Financing Options added in the CMS and the Show Payments Around enabled.
Terminate/Disable
Instructions
Follow the same way it was added, but you will need to click the Remove link next to Monthly Payment control and click the Submit button to save the change.
Product Support