Help ADMINISTER SITE OFFERINGS

Maintain Site Offering Types

The Site Offerings are arranged into 2 Levels:

  • Site Offering Types - These are Categories or Headings.
  • Site Offering Options - Each Site Offering Type can have one or more Site Offering Options.
  • The TSA Administrator can configure which Site Offerings can be selected by Dealerships.
    To navigate to the Maintain Site Offerings Screen, use the following keystrokes: Maintain/Maintain Site Offerings.

    Maintain Site Offerings

    Figure 1: Maintain Site Offerings Screen

    To ADD A Site Offering Type

    To Create or Add a new site offering type to the Card MIS, use the following keystrokes: Maintain/Maintain Site Offerings.
    Click the Add button.

    Maintain Site Offerings

    Figure 2: Add Site Offering Type Screen

    On the Add Site Offering Type screen you can enter the name and description of the site offering in the "Site Offering Type Name" and "Description" fields, respectively.
    The "Max Selections" drop-down box allows you to restrict the Dealer to how many Site Offering Options he/she is allowed to choose for this Site Offering Type.
    In order to have this Site Offering Type active, the "Active" check-box must be checked.

    Once you are done entering and selecting the relevent details, click the Ok button.
    The Card MIS will create the new Site Offering Type and display a confirmation message.

    Maintain Site Offerings

    Figure 3: Confirmation Message

    Possible Problems:

    • Error message: Site Offering Type Name / Description is Required. This indicates that you have not completed one of the mandatory fields.
    • Error message: Cannot Insert a Duplicate. This indicates that you have entered a "Site Offering Type Name" that already exists.

    To SEARCH For A Site Offering Type

    To Search for a site offering type on the Card MIS, use the following keystrokes: Maintain/Maintain Site Offerings.
    Click the Search button.

    This is an "open" search. Card MIS displays a list of all the relevant site offering types in the Card MIS, on the Site Offering Type Search Results screen.
    To refine your search you can enter specific search criteria on the Maintain Company screen.

    You can enter the name of the site offering type or part thereof in the "Name" field.
    If you are looking for a De-Activated site offering type, click the "Show De-Activated" check-box.
    One or all of these entries will limit the list of companies that the system displays on the Company Search Results screen.

    Maintain Site Offerings

    Figure 4: Site Offering Type Search Results Screen

    Possible Problems:

    • Error message: There is no data available. This indicates that the search criteria were not valid. Try and make your search wider, by entering/selecting less search criteria.

    To EDIT A Site Offering Type

    To Edit a site offering type on the Card MIS, use the following keystrokes: Maintain/Maintain Site Offerings.

    To find a specific site offering type that you would like to Edit, refer to the To SEARCH For A Site Offering Type section.

    Once you have found the specific site offering type, click the "Edit" link next to that site offering type's "Site Offering Type Name".

    Maintain Site Offerings

    Figure 5: Edit Site Offering Type Screen

    On the Edit Site Offering Type screen, you can edit the relevant Site Offering Type details.

    Once you are done editing, click the Ok button to save the changes.

    Possible Problems:

    • Error message: Site Offering Type Name / Description is Required. This indicates that you have not completed one of the mandatory fields.
    • Error message: Cannot Insert a Duplicate. This indicates that you have entered a "Site Offering Type Name" that already exists.

    To DE-ACTIVATE A Site Offering Type

    To De-Activate a site offering type on the Card MIS, use the following keystrokes: Maintain/Maintain Site Offerings.

    To find a specific site offering type that you would like to De-Activate, refer to the To SEARCH For A Site Offering Type section.

    Once you have found the specific site offering type, click the "Edit" link next to that site offering type's "Site Offering Type Name".
    On the Edit Site Offering Type screen, un-check the "Active" check-box.
    Click the Ok button.

    The Card MIS will de-activate the Site Offering Type and display a confirmation message.

    Maintain Site Offerings

    Figure 6: Successful De-Activation

    To ACTIVATE A Site Offering Type

    To Activate a site offering type on the Card MIS, use the following keystrokes: Maintain/Maintain Site Offerings.

    To find a specific site offering type that you would like to Activate, firstly you must click the "Show De-Activated" check-box, as you can only Activate site sffering types that have been De-Activated.

    To find a specific site offering type that you would like to Activate, refer to the To SEARCH For A Site Offering Type section.

    Once you have found the specific site offering type, click the "Edit" link next to that site offering type's "Site Offering Type Name".
    On the Edit Site Offering Type screen, check the "Active" check-box.
    Click the Ok button.

    The Card MIS will activate the Site Offering Type and display a confirmation message.

    Maintain Site Offerings

    Figure 7: Successful Activation

    To DOWNLOAD A List Of Site Offering Types

    To download a list of site offering types, use the following keystrokes: Maintain/Maintain Site Offerings.

    To find a specific list of site offering types that you would like to Download, refer to the To SEARCH For A Site Offering Type section.
    If the site offering type has been De-Activated then you must click the "Show De-Activated" check-box, before you start the search.

    Once you have found the list of site offering types you wish to Download, depending on which format you prefer, click the Download to Csv and/or Download to Pdf button.
    Please Note: PDF format is Non-Editable, whereas CSV format is Editable.

    Maintain Site Offering Options

    Navigate to Maintain/Maintain Site Offerings.

    Maintain Site Offerings

    Figure 8: Maintain Site Offering Type Screen

    Site Offering Types have one or more Site Offering Options.
    If you wish to maintain existing site offering options, click on one of the "Maintain Site Offering Options" links. The link will take you to the Site Offering Option screen, for that specific Site Offering Type.

    Maintain Site Offerings

    Figure 9: Maintain Site Offering Option Screen

    The procedure of Adding, Editing, Activating, De-Activating, and Downloading Site Offering Options is similar to that of the Site Offering Types.

    To add a new option, click the Add button.
    To edit an option, click the Edit hyperlink.
    To download a list of options, click the Download to Csv or the Download to Pdf button.