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            Set Up Appraisal Item Add-Ons for Vehicles

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            Set Up Appraisal Item Add-Ons for Vehicles

            Store a list of vehicle accessories that can impact the final valuation for an appraisal. Use the AppraisalManagementFetchItemAddOnInfo integration procedure to modify or add accessories based on your business requirements. The accessories specified in this integration procedure are shown to sales reps by default when they create an appraisal item.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To customize Flexcards and integration procedures: Omnistudio Admin

            Although this integration procedure helps to define the accessories, create and set up your own business logic to manage the pricing of these accessories and how they affect the valuation provided by the market sources.

            1. Create a version of the AppraisalManagementFetchItemAddOnInfo integration procedure.
              1. From the App Launcher, find and select OmniStudio.
              2. In the Omnistudio app, from the navigation bar, select Integration Procedures.
              3. Click AppraisalManagementFetchItemAddOnInfo, and select the first version of the procedure.
              4. Click Create Version.
              5. Save your changes.
              6. Activate the version.
                Only one version can be active at a time. You can't edit the active version.
            2. Update the appraisal item add-ons in the AppraisalManagementFetchItemAddOnInfo integration procedure:
              1. On the new version of the integration procedure, in the Structure section, click the SetValuesForAdditionalEquipments step.
              2. Click Edit as JSON.
                This integration procedure already lists a set of additional equipments by default. Based on your preferences, you can extend this list and add more equipments.
                Here's an example of a Dash Cam add-on added to the default list:
                {
    "addEquipments": [
        {
            "value": "Leather Upholstery",
            "label": "Leather Upholstery"
        },
        {
            "value": "Premium Paint",
            "label": "Premium Paint"
        },
        {
            "value": "Interior Protection Pack",
            "label": "Interior Protection Pack"
        },
        {
            "value": "Wheel Protection Pack",
            "label": "Wheel Protection Pack"
        },
        {
            "value": "Safety Lock",
            "label": "Safety Lock"
        },
        {
            "value": "Infotainment System",
            "label": "Infotainment System"
        },
        {
            "value": "Sunshades",
            "label": "Sunshades"
        },
        {
            "value": "Roof Racks",
            "label": "Roof Racks"
        },
        {
            "value": "Portable Tire Inflator",
            "label": "Portable Tire Inflator"
        },
        {
            "value": "Bluetooth Car Kit",
            "label": "Bluetooth Car Kit"
        }
        {
            "value": "Dash Cam",
            "label": "Dash Cam"
        }
    ]
}
              3. Save your changes.
              4. Activate the version.
            3. Clone the AppraisalManagementItemCustomizedOptions child Flexcard and the AppraisalManagementAdditionalAccessorySelection Flexcard.
              1. From the App Launcher, find and select OmniStudio.
              2. In the Omnistudio app, from the navigation bar, select Omnistudio Flexcards.
              3. Click AppraisalManagementItemCustomizedOptions and select the first version.
              4. Click Clone.
              5. Modify the name and other details as required, and click Clone.
              6. Click Activate.
              7. Repeat steps a-f for the AppraisalManagementAdditionalAccessorySelection Flexcard.
            4. Clone and update the AppraisalManagementIsItemCustomized Flexcard.
              1. From the App Launcher, find and select OmniStudio.
              2. In the Omnistudio app, from the navigation bar, select Omnistudio Flexcards.
              3. Click AppraisalManagementIsItemCustomized and select the first version.
              4. Click Clone.
              5. Modify the name and other details as required, and click Clone.
              6. In the Child Card Properties section, for Flexcard Name, select AppraisalManagementItemCustomizedOptions.
              7. Click Activate.
            5. Update the AppraisalManagementVehicleAppraisal Omniscript.
              1. From the App Launcher, find and select OmniStudio.
              2. In the Omnistudio app, from the navigation bar, select Omniscripts.
              3. Click AppraisalManagementVehicleAppraisal and select the first version of the omniscript.
              4. Click New Version.
              5. In the AdditionalInformation step, in the Properties section of the AreModificationsMade component, refer to the cloned version of the AppraisalManagementIsItemCustomized Flexcard.
              6. In the AdditionalInformation step, in the Properties section of the AreAdditionalEquipmentsInstalled component, refer to the cloned version of the AppraisalManagementAdditionalAccessorySelection Flexcard.
              7. Save your changes.
              8. Click Activate Version.
             
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