Proweb – Refundable Deposit Rule

This document will show you how to set up a Refundable Deposit rule which can be used to increase or reduce the deposit depending on a vehicle group.

1. First you will need to navigate to the below:

1. 1. Tools > Setup > Display POL Rate Cards
      
      

2. From here you will need to select the ‘Rules’ section adjacent to the active Proweb Rate Card.

 

3. Next, from the Rules screen, you will need to click on ‘New Rule’ in the top right-hand side of the screen.

 

Details Tab
On the ‘Details’ tab you must provide a suitable name for the rule which gives you or another user an idea of what the rule is for.

You can also select or type to create a category from the dropdown menu highlighted on the right-hand side. You can use this to further filter the rules screen.

Trigger Tab

On the ‘Triggers’ tab is where we provide the criteria & conditions the rule must meet to successfully trigger.

In this scenario, I am setting up the rule to Increase the refundable deposit for the C02 Group by £500 and so I will add the ‘Group’ condition to the trigger. This is because I only want this rule to fire for the C02 Group.

Actions Tab

On the ‘Actions’ tab is where we set the action(s) to be applied if the rules criteria are met.

The action we want to use in this scenario is ‘Adjust Refundable Deposit’ and then select input the required adjustment amount. This will tell the system to increase the refundable deposit by £500 for the C02 group only, which we specified on the Triggers Tab. You can use a minus sign to reduce the refundable deposit too (-500).

Once finished, you can click ‘Create’ or ‘Update’ to save the rule.

When you are finished it should look similar to the below:

Running Proweb Quotes in Prohire Online

Once you have finished completing all of the above steps, you can test that the rules are firing correctly by running a quote within Prohire online.

To get to the quote section you can go to: Tools > Setup > Display POL Rate Cards > Quote.

Within the quote screen, you can enter some dates and select a group. Once you have hit search it will pull through the pricing and how it has been calculated. It will also show you which rule (if any) has fired alongside the quote.

As you can see from the above, group I have entered (C02), it is executing the ‘C02 – Refundable Deposit Increase’ rule and is increasing the deposit by £500. This means our rule is working as expected.

If the rule did not appear in the ‘Quote Rule Executions’, then the rule would not have been firing properly and could mean the rule was set up incorrectly.