Sales reps can specify the modifications and customizations done on a vehicle to get precise valuations. Create appraisal item add-ons to list and store all necessary details.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create Appraisal Item Add-On records: | Manage Appraisals and Valuations |
When you create an appraisal item using the guided flow, if you have added additional accessories, for each add-on you select, an appraisal item add-on record is created. You can find these records on the appraisal item add-on related list on the Related tab of an appraisal item record.
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To create an add-on that wasn't specified while creating the appraisal item record, create
an appraisal item add on record.
- From the Appraisal Item Add On related list, click New.
- Enter a name.
- Enter the unit price.
- Save your changes.
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To modify the details of an add-on that was specified while creating the appraisal item
record, edit the relevant appraisal item add on record.
- Select a record from the Appraisal Item Add On related list.
- Modify the unit price and type, if required.
- Save your changes.