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.

Use case: Dealer sales promotion claim submission

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:

• Disconnected systems and manual processes cause delays and errors
• Single vehicles qualifying for multiple promotions creates complexity
• Data quality issues lead to claim rejections
• Identifying eligible incentives is difficult
• Inconsistent pricing across systems causes errors
• Missing information leads to rejections
• Required documents are scattered across systems
• Limited claim status visibility after submission

Solution

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

1. Uploads bulk claims via excel using the predefined template with promotion ID, external ID, sale price, currency, and asset serial number.
2. Selects a draft claim with auto-filled dealer information based on dealer login.
3. Enters vehicle sale price.
4. Reviews auto-filtered eligible promotions.
5. Selects Senior Citizen Promotion and Trade-In Promotion.
6. Enters claim amounts within defined ranges: $2,500 for trade-in and $1,500 for senior citizen discount.
7. Completes structured questionnaires with customer age and SSN for Senior Citizen Promotion, and vehicle details (serial number, make, model, year, trim) for Trade-In Promotion using preconfigured drop-downs.
8. Uploads required documents such as vehicle title.
9. Submits the claim and tracks status, views OEM comments, or cancels if needed.

The Dealer management reduces manual effort and improves accuracy.

Benefits

• Faster submissions: Bulk upload via excel significantly reduces intake time for multiple claims.
• Improved accuracy: Predefined templates and drop-down ensure data quality and consistency.
• Reduced complexity: Automatic filtering displays only eligible promotions.
• Lower rejection rates: Structured questionnaires verify complete information capture.
• Centralized documentation: Upload all required files within the claim.
• Real-time visibility: Track claim status and view OEM comments.
• Fewer errors: Value range validation avoid overages and manual mistakes.

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.