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Excerpt

Status
subtletrue
colourGreen
titleBRV1.9
S-360 comes with a new post-selling option that will allow your customers to purchase services or cancellation insurance for previous orders.

Solution

Cancellation insurance and service now appears in Post-selling section with the following behaviors:

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Info

Cancellation insurance in post-selling is not always visible to user, it may not be proposed if:

  • All orders of the current files are already insured
  • Cancellation insurance is not authorized for the Products present in the orders (according to Cancellation Insurance configuration at back office)
  • Events are in the past

Getting started

Set-up the cancellation insurance 

Please follow the guide to configure (if not done yet) the cancellation insurance : How to configure a cancellation insurance

Set-up the post-selling proposition

When creating new cross-selling profiles or updating an existing one, you'll find a new parameter "Post selling location" offering three different options : After closing order, File details, Both places

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