If the quote is not showing financing options, there are a few areas to check:
Financing Setup
The setup of your Financing in your Sera Admin Portal will be the first place you will want to check as there are a few pieces that could cause quotes to not show financing options.
Status
Verify that there are active loan programs
Min Financed Amt vs. Prefer Min Amt
Ensure that the quote that you are working on fits within the guidelines of the minimum financed amounts.
Departments
Ensure that the job that you are working this quote on falls within a department that is selected to receive financing offers.
Job Date
In Sera, financing offers are only present on jobs that were created after the financing was activated.
Quote $ Amount
Ensure that the quote that you are working on fits within the guidelines of the minimum financed amounts.
If you are still not seeing expected financing offers after reviewing these steps, please reach out to us!