The cars of the dealership and their records
The inventory holds every car that the dealership tracks. Each car has a record with its identity, specification, prices, photos, documents and lifecycle stage.
Some buttons in the dashboard use the word vehicle. In these guides, a vehicle is a car.
Select a car in the list to open its page. The page shows the car name, the stage, the plate and the VIN. A summary column shows the cover photo, the lifecycle, the shipping record and the valuation. The remaining content sits in tabs.
| Tab | Content | Shown when |
|---|---|---|
| Overview | Open tasks, money and shipping summary, the buyer card, Vehicle Specifications and Acquisition | Always |
| Shipment | The live voyage of the car | The shipment of the car is under live tracking |
| Deal | The deal that holds the car | The team member can read deals, customers and partners |
| Payments | Profit, expected payments and transactions of the car | The team member can read transactions |
| Files | Photos and video, From Tasks, Documents and invoices | Always. Documents needs Car Documents Access. Invoices need invoice access |
| Tasks | The tasks linked to the car | Always |
The Status column of the list shows one badge for each car. The badge shows Reserved when a car in stage In Inventory has an open deal. The badge shows Unallocated when a car in stage Sold has no active deal. Every other car shows its stage.
Every team member can open the inventory and the car pages. Changes depend on the role and on two rights that the dealership assigns.
| Action | Requirement |
|---|---|
| Add a car, use VIN Extract | Owner or Manager |
| Edit a car, change the stage, upload, remove or share files | Owner or Manager |
| Archive, return or delete a car | Owner or Manager |
| See purchase and asking prices, the Price column, price filters and price sorting | Car Financial Access |
| See and open car documents | Car Documents Access |
The Staff role has none of the change actions. A dealership grants Car Financial Access and Car Documents Access for each role. See the Settings guides.
Without Car Financial Access, the dashboard hides every price of a car. The server also refuses price filters and price sorting for that team member. Without Car Documents Access, the Documents section does not appear, and the file count on the Files tab excludes documents.