Add a subsidy to a sale booking
How to add a subsidy to a sale booking in Gain DMS: A Step-by-Step Guide
In many vehicle sales scenarios, customers may be eligible for government or dealer-supported subsidies. Identifying this eligibility and applying the subsidy at the right stage is crucial, as it directly impacts the final payable amount and overall deal structure.
Gain DMS Subsidy addition Tutorial Video
π§ Step 1: Navigate to
Vehicle Sales
- Go to Sales
- Click on Vehicle Sales
- You will reach the Product Sales Worksheet
π Step 2: Open Subsidy
Screen
You can access the subsidy stage in two ways:
Option 1:
- Click on βSubsidy Checkβ link against the booking
Option 2:
- Click on the Sale Code / Booking Number
- You will reach the Customer Centre Screen
- System will suggest next action as Subsidy Check
β οΈ Step 3: Check Eligibility
(Pre-Requirement)
- Subsidy eligibility is verified manually by the dealer
- Only eligible bookings should proceed for subsidy
π Step 4: Upload
Mandatory Documents
To apply subsidy, 3 documents are compulsory:
- PAN Card
- Aadhaar Card (Front Copy)
- Aadhaar Card (Rear Copy)
π You can upload these
documents:
- During Booking Entry, OR
- In the File Upload Screen
β
Step 5: Confirm Document Upload
- Once uploaded successfully:
- A Green Tick (β) will appear for all 3 documents in the subsidy screen
π Step 6: Verify
Documents
Uploading alone is not enough β verification is mandatory
How to Verify:
- Go to File Upload Option
- Open Document Verification Screen
- For each document:
- Mark as βOKβ or βNot OKβ
- Add Remarks if needed
β
Step 7: Confirm Document
Verification
- After verification:
- All 3 documents should show Green Tick (β)
β οΈ Important:
- If even one document is not verified,π Subsidy cannot be applied
π° Step 8: Apply Subsidy
- Once all documents are:
- Uploaded β
- Verified β
π You can proceed to apply
subsidy
π Step 9: Impact of
Subsidy
- After applying subsidy:
- Total Payable Amount is reduced
- Reduction is based on defined subsidy value in masters
π Step 10: Next Action
- After subsidy is applied:
- System suggests next step β Add Services to Sale
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