Sales promotion claim submission use case

Use case scenarios demonstrate when and how to use the Dealer portal application to submit a sales promotion claim. It provides practical examples of common sales promotion management situations.

Scenario

Sophie, a dealer sales agent, must submit sales promotion claims for vehicles sold at the dealership. The claims include a Senior Citizen Promotion ($1,500) and a Trade-In Promotion ($2,500). Dealers submitting sales promotion claims might encounter some of the following challenges:

• Manual processes: Disconnected systems and scattered documentation cause delays and errors.
• Claim complexity: Single vehicles qualifying for multiple promotions requires careful tracking.
• Data quality: Missing or incorrect information leads to rejections and resubmissions.
• Lack of visibility: Limited access to claim status after submission.

Solution

Sophie uses the Manufacturing Commercial Operations (MCO) Dealer Portal to submit sales promotion claims efficiently:

1. Access: Opens the Dealer Portal and navigates to Sales Promotion Claims.
2. Upload: Downloads the bulk upload template (promotion ID, external ID, sale price, currency, asset serial number) and completes it with both vehicle details.
3. Review: Submits the file and reviews auto-filtered eligible promotions for each vehicle.
4. Select: Chooses Senior Citizen Promotion and Trade-In Promotion from eligible options.
5. Configure: Enters claim amounts within defined ranges ($2,500 for trade-in, $1,500 for senior citizen).
6. Complete: Fills structured questionnaires with auto-populated dealer information and required details using preconfigured drop-downs. Example: customer age and SSN for Senior Citizen; vehicle serial number, make, model, year, trim for Trade-In.
7. Document: Uploads required supporting documents (vehicle title) within the claim form.
8. Track: Submits the claim and monitors status in real-time, views OEM comments, or cancels if needed.

The Using dealer portal reduces manual effort and improves accuracy.

Benefits

Table 1. Sales promotion benefits

Without MCO	With MCO Sales Promotion
Manual claim submission for each vehicle	Bulk upload submits multiple claims in one action.
Uncertainty about eligible promotions	Auto-filtered promotions display only valid options.
Incomplete information causes rejections	Structured questionnaires and validation ensure complete data.
No visibility into claim status	Real-time tracking shows claim progress and OEM feedback.
Scattered documentation across systems	Centralized file uploads keep all documents with the claim.
Range and validation errors	Value-range validation prevents overages and data inconsistencies.

Outcome

Sophie submits a complete claim with two incentives. Bulk upload, automated filtering, and structured questionnaires reduce preparation time and rejection risk, enabling faster processing and reimbursement.