Summary

This document sets out the functionality of the Pricing Matrix application which has the purpose of defining pricing, schedules, promotions for vehicles of different brands which are available for after sales at dealerships.

Data Definitions

Users

Users are managed through the Konnect Live user management and permissions system.  There are two user roles in the Pricing Matrix:

1. Ordinary users can view data and e.g. look up the next service for a vehicle.
2. Administrator users can view, create, edit and delete data.  Only Head Office users can setup these new roles.
3. System Integration accounts for 3rd party integrations using the API.  These accounts have the same access as Ordinary Users.

Note: Unless specified explicitly the remainder of the document describes functionality in terms of Administrator Users.

Brands

A user of the system can create, edit, delete and view a brand.  A brand name must relate to a singular brand in the real world and not have composite names e.g. 'Citroen' and 'DS' would be two different brands and not 'Citroen DS' as a single brand.

A brand has the following fields:

• Name

NOTE: Additional non-franchise brands can bee added when managing brands.

Dealers

A user of the system can create, edit, delete and view a dealer.  A dealer can be related to one or more brands which determines which vehicles can be worked on by that dealer.

A dealer has the following fields:

• Name
• Code
• Collection Area
• Max Weight
• Max Height
• Max Width
• Class 4 MOT
• Class 5 MOT
• Class 7 MOT
• Notes
• Brands (List)
• Drop Types (List) (see below)

NOTE: This data initially is initially imported as text for agents to read.  A future development will allow validation against these fields e.g. collection areas need to be defined as explicit postcodes in order for the validation to work.

Drop Types (Customer Mobility Options)

A drop type represents the different ways a customer can get their vehicle to a dealer.  A user can only view a drop type and they cannot be created, edited or deleted.

A drop type has the following fields:

• Name
• Code

The provided Drop types are:

• Drop Off
• Collection / Delivery
• Wait
• Courtesy Car

The available drop types are configured for each dealer along with the following additional fields:

• Capacity
• Price

This allows e.g. a given dealer to have two courtesy cars and charge £15 for them or a different dealer to have 5 courtesy cars and not charge anything.

NOTE: The price of a Courtesy Car (and others) can be chargeable or free based on the type of work being carried out e.g. standard Service / MOT is chargeable but recalls or warranty repairs are not.  The base rules system should do this but the agents need to be able to override it (based on the conversation).  This is a future development.  The agent override process needs to be audited and controlled.

Vehicle Types

A user of the system can create, edit, delete and view a vehicle for a specific brand.

A vehicle has the following fields:

• Brand
• Model
• Year of Manufacture
• Fuel Type

NOTE: Some vehicles (typically high performance) don't have a price in the matrix but use 'menu pricing' instead (found on a web page).  If we don't find a vehicle in the matrix we redirect the agent to menu pricing.

NOTE: We need to capture whether the vehicle is high mileage (>14000 per year) in which case we redirect the agent to menu pricing.

NOTE: A future development may link to 'Service Box' (which feeds menu pricing) to shortcut this 'unknown price' problem.

NOTE: When the booking is created in CDK and (manually or automatically) added back into CJM., we still run the 'rules engine' and log the results against the booking.  Agents have to comment as to why they overrode the rules.

Pricing Groups

A pricing group allows one or more dealers to be in a group where one or more bookable items can be defined with a given price. 

Standard Pricing Groups can be created, edited, deleted and viewed and for example comprise the following groups:

• Tier 1
• Tier 2
• Tier 3
• Electric

A dealer-brand must be in at least one of the Standard Pricing Groups.

Custom Pricing Groups can be created, edited, deleted and viewed and also have a date range defined for when they are active.  An example of using a custom pricing group would be to create a Black Friday MOT offer for one or more dealers.

A Custom Pricing Group has the following fields:

• Name
• Start Date
• End Date
• Dealer-Brands (List)

Bookable Items

A bookable item is something (other than a Drop Type) that can be booked as part of a vehicle booking.  Examples include: Service, MOT, Air Con Regas and Brake Fluid Change.  Bookable Items can be created, edited, deleted and viewed.

A Bookable Item has the following fields:

• Name
• Code
• Category (One of: Service, MOT, Duty of Care, Upsell, General)
• Friendly Name (for use on limited displays e.g. chat bots)
• Interval Years (for use with e.g. Brake Fluid Change to be relevant every two years).

Service

A service is a special type of Bookable Item as it has a additional fields associated with it.  A Service can be created, edited, deleted and viewed.  Services can be grouped into schedules which allows one or more vehicles to share the same servicing schedule e.g. 'Small Petrol Cars' may all have the same servicing schedule.

A Service has the following fields:

• Age
• Mileage
• Schedule

A future development would allow a mapping between VHC data (fetched via an API) and the Pricing Matrix so e.g. 'Brake Pads were 60% worn last time' from VHC automatically presents Brake Pads from the Pricing Matrix with the correct code.

Prices

A Price is assigned to the configuration of a Pricing Group, Bookable Item and Vehicle.  This allows simpler configuration without repeating definitions.

A Price has the following fields:

• Bookable Item
• Pricing Group
• Vehicle
• Price

API Access

Summary

External systems can access the Pricing Matrix via the API.  

Access

Access is provided via token authentication and is not publicly available.  Usernames and passwords are setup on request.

Functionality

A single method is provided to give the same functionality as the Vehicle Lookup page but with the results returned as data in JSON format.

Documentation

The API documentation is available via the standard Swagger interface. 

Application Pages

Summary

This section details the key pages in the system strictly with dummy data.  All schematics are provided to help visualise the functionality and data manipulation on that page.  The actual page will differ from the schematics.  Some pages capture data by presenting popups which are not detailed here.

Note: Images can be clicked to show the full size version.

Login Page

This will be a standard login page with reset password functionality.  If a user is already logged into Konnect Live they will not need to login a second time to use the Pricing Matrix.

Home Page

This is the first page displayed to an Administrator user after logging on.  From here the administrator can navigate to all other pages in the application.

An ordinary user will only be presented with the Vehicle Lookup page.

Example Schematic

Vehicle Lookup Page

A user can lookup for pricing details by selecting a Dealer and also enter either:

• A Registration Number
• Or the vehicle's Make, Model, Fuel Type and Year of Manufacture.

Example Schematic

There is typically a very large amount of Dealer Notes so this field will need to be large with scrolling.

BIG NOTE: We have missed a section of functionality here where a dealer user would want to be able to select the items in the booking and show a total price.

NOTE: Discounts can be applied by an agent in CJM with a code but only with manager approval.  A dealer could apply the same directly in the app. 

NOTE: Arduous pricing is covered off the same way as exceptional mileage and uses menu pricing.

Brands Page 

The Brands page allows brands to be Created, Edited, Deleted and Viewed.

Dealers Page 

The Brands page allows brands to be Created, Edited, Deleted and Viewed.  Selecting an individual dealer shows the Edit Dealer page which allows the user to edit the detailed configuration.

Example Edit Dealer Page Schematic

Prices Page 

View the prices for a given search filter.  The search can be one or more of: Brand, Dealer, Pricing Group or Booking Item Category.

Example Schematic

New Item Page 

The new item page is a five step wizard that captures the data required for a new item to be added to the pricing matrix.  The user can freely move between steps once the data is captured for each step.

Example Schematic Step 1 - Pricing Groups

Example Schematic Step 2 - Vehicles

Example Schematic Step 3 - Bookable Items

Example Schematic Step 4 - Prices

Example Schematic Step 5

NOTE: Need to be able to remove stuff as well.

Checking & Validation Page

A diagnostic page to find vehicles without prices and prices without vehicles.  The displayed results are very similar to the Prices page to allow the user to find anomalies in the data as there is so much configuration to manage.

Vehicle Lookup

For CJM and for dealers using the Pricing Matrix we should show what's due in one area of the page and allow the suggested items to be removed.  Additionally show all other items such that they can be added to the booking.

Discounts can be applied by clicking a button to calculate the new price and a 'bookable item' added to the booking to reflect that a discount has been applied so it can be reported on.

Scenarios

1. How do I add a new Vehicle?

• On the Home Page click the New Item button.
• You are presented with the New Item Wizard.
• On Step 1 select the Inside M25 and Outside M25 pricing groups.
• On Step 2 create the new vehicle.
• On Step 3 select the bookable items that relate to this vehicle & pricing group(s).
• On Step 4 set the prices for the bookable items.
• On Step 5 click Save.

2. How do I add a new bookable item to the standard pricing i.e. In/Out M25?

• On the Home Page click the New Item button.
• You are presented with the New Item Wizard.
• On Step 1 select the Inside M25 and Outside M25 pricing groups.
• On Step 2 select the relevant vehicles.
• On Step 3 create the new bookable item.
• On Step 4 set the prices for the bookable item.
• On Step 5 click Save.

3. How do I add a promotional offer?

• On the Home Page click the New Item button.
• You are presented with the New Item Wizard.
• On Step 1 create a new Pricing Group e.g. Black Friday Offer 2021.
• On Step 2 select the relevant vehicles.
• On Step 3 create the new promotional offer as a bookable item with a name & code.
• On Step 4 set the prices for the bookable item.
• On Step 5 click Save.

4. How do I manage Courtesy Cars?

• On the Home Page click the Dealers button.
• On the Dealers list page, edit the dealer in question.
• On the Edit Dealer page, manage the Courtesy Cars in the Drop Types section.
• Click Save

5. How do I manage brands? 

• On the Home Page click the Brands button.
• On the Brands list page, edit the brand in question.
• From here brands can be Created, Edited and Deleted.

6. How do I manage Dealers?

• On the Home Page click the Dealers button.
• On the Dealers list page, edit the dealer in question.
• On the Edit Dealer page, all dealer settings are available to edit.
• Click Save

7. How do I find out the service schedule for a vehicle / registration number?

• On the Home Page click the Lookup button.
• On the Lookup page select a Dealer and also enter either:
  • A Registration Number
  • Or the vehicle's Make, Model, Fuel Type and Year of Manufacture. 
• Click Lookup and all the of the details will be displayed for:
  • Service Schedules
  • MOT
  • Duty of Care items
  • Upsells
  • General Items
  • Promotions
  • Drop Off Options
  • Collection Areas
  • Dealer Notes