Vehicle deals & delivery

One dashboard for the cars and trucks sold or booked on the car and truck showroom POS: a period's deals by stage with their value, new against used, how buyers pay (cash, bank finance, in-house instalments, lease), the trade-ins taken, the down payments and the amount paid over months, the deliveries made and the days they took; and every open deal by delivery day with its VIN, payment and trade-in, the overdue ones, the next 14 days' deliveries and the balance still to collect after the deposits. Part of the Vehicle deals & delivery add-on.

Steps

  1. On the showroom POS, tap a new or used vehicle, type the agreed price and enter the buyer, the VIN, the payment, the down payment, the instalments, any trade-in and the delivery date. Take the deposit or the full amount as the payment.
  2. Open Sales → Vehicle deals and pick the period (the last 30 days at first). Change a deal's stage in the list, or on the POS Deals board, as it goes through finance and registration, is ready and is delivered.
  3. Chase the overdue deliveries at the top of the list, then the ones due this week, and collect the balance before handing over the keys.

Tips

  • The amount to finance is the price less the down payment and the trade-in, for deals paid by bank finance, in-house instalments or lease; per month is that divided by the instalments, before any profit rate.
  • Days to deliver run from the invoice day to the day the deal was marked Delivered, so mark each step on the day it happens. Cancelled deals are left out of the value.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Vehicle deals & delivery module. Learn more

Related guides

More guides in Sales

All guides

Still need help?

Our team answers in Arabic and English by email and phone.

Contacthello@starterp.org