Moving forward despite COVID-19 - An update from Codeweavers' CEO

Showroom System User Guide

Showroom System lets you manage all of your leads, applications and payments that have been generated through a Codeweavers product. Whether we help you sell finance, vehicles or both everything is managed through Showroom System.

Please skip to the section that is relevant to you and the Codeweavers products you have.

Notifications You Will Receive

Whenever your customers enter information or completes part of a Codeweavers' form we will send you an email to notify you. This happens whether they complete a particular part of the journey or not.

To access this information, click on the link to Showroom System in the email you receive.

 

Showroom System Navigation Tutorial

If you need more help navigating Showroom System, there is a navigation tutorial. To access the tutorial click on the 'settings cogs' in the top right hand corner of the system followed by 'Navigation Tutorial'.

Showroom System Statistic Dashboard

When you login to Showroom System, other than via a lead, you will be taken to your statistics dashboard.

Within the statistic dashboard you will find all your calls to action, calculations and vehicle statistics.

You will be able to determine when a customer clicks a calls to action, starts a form, or completes a form. You will also be able to see things like the popularity of your various finance products.


You can filter by date and export and print your statistics.

Accessing Your Leads, Proposals and Customers

After a customer launches Checkout and completes guest login, an order will be created for you to track the customer’s progress. You can use this to start a conversation with your customer at any point in the order process.


The details on the order will update as the customer adjusts their quote or if they choose to add a part exchange or optional extras. At each step of the Checkout, the order will convert to a more qualified lead until complete.


To access your Checkout leads and customers you will need to login to Codeweavers Showroom System.


Enter the username and password that we provided you at setup. If you do not have login details, please contact our Platform Solutions Team at platfomsolutions@codeweavers.net or phone us on: 0800 021 0888

Managing Your Checkout Customers

Once you are logged in to Showroom System you will be taken to their profile. From here you can follow up the client to turn the lead into a sale.

On the profile page you will have a single page view of the customer’s orders and all the completed actions. All information gathered about the customer throughout the Checkout journey is gathered here.

To manage any of your leads at any point, click on the leads tab. In the leads tab you will be able to search through your leads, assign yourself to a particular lead and determine the type of lead it is. Eg - a partially completed finance application. You can also filter your leads by date.

Managing Your Checkout Customers Quotes

The Quick Quote page gives a full breakdown of the latest quote that the customer has created in the Checkout. Any changes made by the customer are updated here. If needed, you can adjust the quote for the customer on this screen. The customer then simply needs to refresh the Checkout to see these adjustments.

Managing Your Checkout Part Exchanges Rules (Optional)

You can add any part-exchange rules you may have within the 'Part Exchange Rules' tab of Showroom System. Click on 'Add a new rule' and you can select if there will be an uplift, reduction or exclusion and the percentage amount. You can also select the manufacturer, model, variant and fuel type.

Managing Your Checkout Finance Applications (If Required)

As the customer completes the application form, their details are saved in the Showroom application every few seconds. This means that Showroom System always reflects what the customer is seeing on their screen and, if they need any help, you have what they need to answer their questions.

Managing Your Checkout Order Statuses

The proposal status page lists all the actions which a customer and you have to perform to complete an order. The actions are displayed in a kanban-style layout which makes keeping track of the tasks and who needs to complete them very simple.

As a customer passes through the Checkout journey, the task cards move to Completed and display a summary of any additional information you might need in the Notes section on the right-hand side of the screen.

Prompting Your Customers to Remote Buy a Vehicle

If the customer hasn’t quite made up their mind about the finance product they want or the vehicle they want to order, then the retailer can trigger an email prompt via the Remote Apply feature in the Showroom System Quote screen. This could also be used if the customer has dropped out of the journey and, after a conversation with the customer, you have adjusted the quote or want to enhance the deal and send it to the customer for review.

Payment Account Setup (Stripe - Payment Gateway)

  1. Login Showroom

  2. In the top right corner select the settings Cog.

  3. Then select the plug icon that says "Providers". If this setting is not available to you please contact our Platform Solutions Team on 0800 021 0888 or platformsolutions@codeweavers.net to get this enabled.

  4. Then select "Connect Now" button

  5. This will then take you to the following screen, if you already have a Stripe account then select "Sign in" in the top right as circled.
    - Login using your stripe credentials:
    - Select "Connect my Stripe account"
    - This will take you back into Showroom and update our system with the reserve details (Note: PST will get a platform task for this). If a long period of time has elapsed the dealer will be taken back to a login screen.

  6. Otherwise fill the form in and click "Authorize access to this account"

Managing Your Checkout Payments

All of your Checkout Payments are managed within the Payment Gateway Stripe. For more information about this please speak to our Platform Solutions Team on: platformsolutions@codeweavers.net.

Accessing Your Finance Leads, Proposals and Customers

Once your customer has started filling out a finance application you will be instantly notified via email.

Once you’ve clicked on the link in the email notification you will be asked to login to Codeweavers Showroom System. If you haven’t received your login details please contact our Platform Solutions Team on: platformsolutions@codeweavers.net.

Managing Your Finance Leads, Proposals and Customers

Once you’re logged into Showroom System you will be taken straight to the customer profile. Within the customer profile you will be able to determine at what stage they are at with their finance application and whether it has been completed, or if the application wasn’t submitted.

Accessing Your Finance Leads, Proposals and Customers

From here, you can add any notes, edit the application and assign or unassign yourself from the lead or proposal. If the customer didn’t complete the application you can use the ‘Apply Prompt’ feature. Click on the button and it will email the customer reminding them to complete the application.

Amending Your Finance Leads And Proposal Quotes - Step 1

You can also edit the quote if the proposal hasn’t been submitted by clicking ‘Edit Quote’. This will take you into the quoting area. Here you can change the vehicle and amend the finance quote. Once you are happy with the quote click ‘Save’.

Amending Your Finance Leads And Proposal Quotes - Step 2

In the quoting area you can add any dealer accessories, view the cost breakdown and add any custom VAPs (Value Added Products, such as extended warranty, GAP or Tyre Care) or delivery costs. You can also print the quote, view details of the quote and start afresh with a new quote if needed. You can create as many quotes as you would like and these will be stored if you click save each time. To view your quote history click ‘Quote History’. Here you will be able to select your preferred quote, click ‘Confirm’ and then ‘Continue’ to action the quote.

Amending Your Finance Leads And Proposal Application

You will now be taken to the application area where you can edit and add any of the customer’s details within the proposal. Once you are happy with the application click ‘Continue to Review and Submit’.

Reviewing A Finance Proposal Application

When you are in the review area you can determine if your proposal was submitted or if it was accepted or it was unsuccessful. From here you can ‘Submit the Proposal’. The proposal will be automatically submitted to your chosen finance lender/lenders.

Reviewing The Status Of A Finance Proposal Application

You can review the status of your proposal in the Proposal Status area. The dashboard provides you with the status of the proposal, what stage the proposal is at and what documents are required. When the proposal is complete it will be situated in the ‘Completed’ column. All notes and dialogue will be situated on the right of the dashboard.

Managing Your Finance Leads & Proposals

You can access your leads and proposals and monitor the status at any point by simply clicking on the ‘Leads’ or ‘Proposals’ tabs within Showroom System. Here you will be able to search through your leads and proposals, filter by date, assign yourself to a lead or proposal and click into either one for further information so you can follow it up.

Creating Finance Quotes In Showroom System - Step 1

You don’t need to have existing quotes, you can create a quote at any time within Codeweavers Showroom System by simply clicking on the tab ‘Quick Quote’. Before you can create a finance quote you will need to select a vehicle. Once you have selected a vehicle you can then create a finance quote.

Creating Finance Quotes In Showroom System - Step 2

You can now create a finance quote that is associated with the vehicle selected. If you would like to create multiple quotes, click ‘Save’ every time you create a quote. Initially, you will be asked to name the quote so make sure you use a reference you will remember. You can then view your ‘Quote History’ and select your quote to take through to an application. If you would like to convert the quote into a proposal click the ‘Continue’ button. You can then fill in the finance application and submit it to your chosen finance lender/lenders for approval.

Managing Your Proposal Submissions

You can manage your proposal submissions at any point to determine if a proposal has been successfully automatically submitted to your chosen finance lender/lenders or if it required further information.

To do this select a proposal you would like to look into from the ‘Proposal’ tab. Then click into the ‘Status’ area. As previously mentioned if a proposal requires any further actions you can action it here.

You can do things like upload documents, add notes and resubmit a proposal if required.

Vehicle Search In Showroom System

If you have this module switched on, you will be able to access Vehicle Search through the navigation bar item labelled 'Vehicles'.

Here you can search through all of your stock within seconds. You can search by model, VRM, colour and location.

Once you have found the vehicle you are looking for you can create a finance quote for the vehicle or create an offer.

Contact us

If you have any further questions around Checkout, please get in touch with a member of our Platform Solutions team by emailing support@codeweavers.net or calling us on 0800 021 0888