Attach Cars

Attach a car to a deal after the dealership has sourced the car for the customer.

Requirements: The deal update permission, held by the Owner and Manager roles. The car must exist in the inventory.

Attach a car from the customer pageCopy Anchor Link

1. Select Customers in the sidebar and open the customer.
2. Open the Deals tab.
3. Find the deal that shows No car attached yet.
4. Select Attach car. The Attach a Vehicle dialog opens.
5. In Vehicle, search by car name, plate or VIN and select the car.
6. Select Attach.

The toast Vehicle attached confirms the change. The deal row now shows the car.

Attach or replace a car from the dealCopy Anchor Link

1. Open the deal.
2. Select Edit in the actions menu of the deal. The Edit Deal dialog opens.
3. In Vehicle, search for a car and select it.
4. Select Save Changes.

The Vehicle section of the deal page shows the stage of the car. A car with a shipment also shows the destination, the vessel and the arrival date.

NotesCopy Anchor Link

• A car can be on only one Open or Won deal. When another deal holds the car, the dashboard shows That car is already on deal # and the number. Select another car or change the status of the other deal.
• A deal cannot be marked Won without a car. See Change the status of a deal.
• The Attach a Vehicle dialog lists at most 100 cars of the inventory.
• The car can be replaced at any stage, including Won, provided that no other Open or Won deal holds the new car. Detaching a car from a Won deal is refused.
• The Edit action needs Deal Financial Access and Partner Commission Access in addition to the deal update permission. The Attach car button on the customer page does not need them.
• Attaching a car does not change the stage of the car. The car moves to Sold when the deal is marked Won.