Valuation Settings

The Valuation Settings tab allows you to set pricing rules and parameters that determine the trade-in value of vehicles based on specific dealership guidelines. You can adjust the valuation rule, apply price adjustments, and define terms and conditions based on your dealership’s needs.

Valuation Rule Group

The Valuation Rule Group can be selected via the dropdown. Please note this is an admin-only feature.

Dealership Valuation Rules

Dealership Valuation Rules are custom pricing guidelines that allow a dealership to automatically set the trade-in value of vehicles based on specific factors. To add a new valuation rule, click the + Rule icon in the Valuation Rules section.

This will direct you to the New Valuation Exclusion Rule page, where you’ll need to provide key details, including the manufacturer, min/max year, min/max kilometres, trade price, and any exclusions or price adjustments. Once you’ve entered the required information, simply click Save to apply the rule. This will update your valuation settings and help tailor your pricing and exclusions accordingly.

Once the rule is saved, it will appear under the Dealership Valuation Rules section. From there, they can be viewed, edited or deleted as required.

Price Adjustment Questions

The Price Adjustment feature allows you to set specific conditions that will automatically adjust the value of a vehicle based on certain criteria. To add a new valuation pricing adjustment, click the + New Valuation Pricing Adjustment icon in the Price Adjustment section.

When adding a price adjustment, you'll be asked to specify a question, set a min/max year range (e.g., 2010–2020), choose manufacturers or classifications, and decide whether the adjustment applies to them. You’ll then select the adjustment type (e.g., static) and enter the adjustment amount or percentage before clicking Add to save the rule.

Once the question is saved, it will appear under the Price Adjustment Questions section. From there, they can be viewed, edited or deleted as required.

Terms and Conditions

Terms and conditions can be added in Valuation Settings. Upload a file containing the terms, and then choose whether to apply the valuation range.