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Company Configurations

The Company Configurations section allows you to manage the core settings that define your company’s structure, processes and key business parameters. This section includes the following sub-menus:

  • Company Profile: Manage essential company details, including Profile, Address, Personalization settings, Language preferences, Documents upload and Pricing.
  • Asset Setups: Configure asset-related options, such as defining Option Categories and OEM Options.
  • Deal Setups: Set parameters for deal management, including Contract Annual Mileage, Contract Term, Fees and Business Trading Age requirements.
  • General Setups: Manage various operational configurations, such as Integrations, Document Types, Decision Status, Stipulations, Other Costs and Templates for documents.
  • Program Setups: Define program-specific criteria, including Asset Catalogue, Asset Condition, Asset Usage, Annual Mileage, Term, Credit Score, Financed Amount and Business Unit details.
  • Financial Ratios: Configure financial ratio criteria, including Ratio Configurations and Ratio Thresholds used for evaluating financial performance.
OverviewCompany Profile