# Carlio Docs

> Guides for Carlio, car exporting software for dealerships: inventory, deals, shipment tracking, invoices and finance.


- **Get Started**
- [Introduction](https://docs.carlio.app/docs.md): Guides for Carlio car exporting software, from the first car to the final payment
- Dashboard
  - [Introduction](https://docs.carlio.app/docs/overview.md): The start page of the dashboard, the menu and the notifications
  - [Getting Started Checklist](https://docs.carlio.app/docs/overview/complete-the-getting-started-checklist.md): Follow the four setup steps that the Overview page offers to a new dealership
  - [Navigation](https://docs.carlio.app/docs/overview/find-the-way-around-the-dashboard.md): The sidebar, the header, the breadcrumb and the account menu
  - [Overview Page](https://docs.carlio.app/docs/overview/read-the-overview-page.md): The greeting, the reporting period and the four headline figures
  - [Widgets](https://docs.carlio.app/docs/overview/read-the-overview-widgets.md): The cards below the headline figures and the permission that each one needs
  - [Quick Actions](https://docs.carlio.app/docs/overview/create-records-with-quick-actions.md): Open the form for a new car, task, deal, customer or partner from the Overview page
  - [Notifications](https://docs.carlio.app/docs/overview/read-notifications.md): Open the notification feed, mark entries as read and follow a record

- **Dealership**
- Inventory
  - [Introduction](https://docs.carlio.app/docs/inventory.md): The cars of the dealership and their records
  - [Add Cars](https://docs.carlio.app/docs/inventory/add-a-car.md): Record a new car with its identity, specification and prices
  - [VIN Decoding](https://docs.carlio.app/docs/inventory/decode-a-vin.md): Fill the details of a car from its VIN in the car form
  - [VIN Extract](https://docs.carlio.app/docs/inventory/add-a-car-from-a-label-photo.md): Read the VIN from a photo of a vehicle label and open the form with the car details filled in
  - [Search and Filters](https://docs.carlio.app/docs/inventory/find-and-filter-cars.md): Search, filter, sort and page through the cars of the dealership
  - [Sorting and Columns](https://docs.carlio.app/docs/inventory/sort-the-list-and-choose-columns.md): Change the order of the inventory list and the columns that it shows
  - [Edit Cars](https://docs.carlio.app/docs/inventory/edit-a-car.md): Change the details of a car with the edit form or in place on the car page
  - [Car Stages](https://docs.carlio.app/docs/inventory/move-a-car-through-the-lifecycle.md): Change the stage of a car and read the history of its stages
  - [Photos and Documents](https://docs.carlio.app/docs/inventory/upload-photos-and-documents.md): Attach photos, videos and documents to a car and set its cover photo
  - [File Sharing](https://docs.carlio.app/docs/inventory/share-files-with-a-buyer.md): Release photos, videos and documents of a car on the customer portal
  - [Archive and Delete](https://docs.carlio.app/docs/inventory/archive-or-delete-a-car.md): Remove a car from the working inventory by deleting it or by archiving it
- Exports
  - [Introduction](https://docs.carlio.app/docs/exports.md): Car export shipments, container loading and the shipment map
  - [Record Shipments](https://docs.carlio.app/docs/exports/record-a-shipment.md): Enter the carrier, the shipping references, the route and the dates of a car
  - [Exports List](https://docs.carlio.app/docs/exports/find-shipments.md): Search, filter, sort and arrange the columns of the exports list
  - [Live Tracking](https://docs.carlio.app/docs/exports/track-a-shipment.md): Switch on shipment tracking so the carrier updates the vessel, the route and the arrival date
  - [Load Containers](https://docs.carlio.app/docs/exports/load-cars-into-a-container.md): Assign cars to a container, arrange them in slots and remove them
  - [Manage Containers](https://docs.carlio.app/docs/exports/manage-containers.md): Create, edit, archive, restore and delete containers in the yard
  - [Shipment Map](https://docs.carlio.app/docs/exports/read-the-shipment-map.md): View tracked shipments on the map and read the voyage of a single car
- Tasks
  - [Introduction](https://docs.carlio.app/docs/tasks.md): Work assigned to the members of the team and to outside assignees
  - [Create Tasks](https://docs.carlio.app/docs/tasks/create-a-task.md): Record a job with a type, a priority, a due date and a checklist
  - [Task List](https://docs.carlio.app/docs/tasks/find-and-filter-tasks.md): Search, filter, sort and arrange the columns of the task list, and change several tasks at once
  - [Assign Tasks](https://docs.carlio.app/docs/tasks/assign-a-task.md): Give a task to one or more team members, or to one outside assignee
  - [Outside Assignees](https://docs.carlio.app/docs/tasks/share-a-task-with-an-outside-assignee.md): Create, send, change and delete the link that opens a task without an account
  - [Task Statuses](https://docs.carlio.app/docs/tasks/change-task-status.md): Advance, cancel or reopen a task and read its status history
  - [Checklists](https://docs.carlio.app/docs/tasks/work-a-task-checklist.md): Answer each checklist line of a task and add a note
  - [Linked Records](https://docs.carlio.app/docs/tasks/link-a-task-to-records.md): Connect a task to a car, a deal, a customer or a partner, or add the car from the task
  - [Task Costs](https://docs.carlio.app/docs/tasks/record-a-task-cost.md): Record a payment against a task and read the payments of the task

- **Sales**
- Deals
  - [Introduction](https://docs.carlio.app/docs/deals.md): The sales deals of the dealership, from the first request to the closed sale
  - [Create Deals](https://docs.carlio.app/docs/deals/open-a-deal.md): Record a sale to a customer, with or without a car
  - [Deal List](https://docs.carlio.app/docs/deals/find-and-filter-deals.md): Search, filter, sort and arrange the columns of the deals list
  - [Deal Statuses](https://docs.carlio.app/docs/deals/change-the-status-of-a-deal.md): Mark a deal won, lost or cancelled, or reopen it
  - [Attach Cars](https://docs.carlio.app/docs/deals/attach-a-car-to-a-deal.md): Add a car to a deal opened without one, or replace the car of a deal
  - [Commission Terms](https://docs.carlio.app/docs/deals/set-commission-terms-on-a-deal.md): Record what a sales partner earns on one deal
  - [Deal Payments](https://docs.carlio.app/docs/deals/track-payments-on-a-deal.md): Read what a customer has paid and record a payment against a deal
  - [Edit and Delete](https://docs.carlio.app/docs/deals/edit-or-delete-a-deal.md): Correct the details of a deal or remove a deal created by mistake
- Partners
  - [Introduction](https://docs.carlio.app/docs/partners.md): The sales partners who bring buyers to the dealership
  - [Add Partners](https://docs.carlio.app/docs/partners/add-a-partner.md): Create a sales partner record with contact details and standing commission terms
  - [Partner List](https://docs.carlio.app/docs/partners/find-and-filter-partners.md): Search, sort and arrange the columns of the partner list
  - [Commissions](https://docs.carlio.app/docs/partners/review-partner-commissions.md): See what a partner earned, what the dealership paid and what remains outstanding
  - [Portal Links](https://docs.carlio.app/docs/partners/issue-a-partner-portal-link.md): Give a partner a private link to a statement of deals and commissions, with an optional password
  - [Notes and Messages](https://docs.carlio.app/docs/partners/keep-partner-notes-documents-and-messages.md): Record internal notes, file paperwork and answer messages on the partner page
  - [Archive and Delete](https://docs.carlio.app/docs/partners/archive-or-delete-a-partner.md): Remove a partner from the active list or delete a record created by mistake
- Customers
  - [Introduction](https://docs.carlio.app/docs/customers.md): The buyers of the dealership and their purchase history
  - [Add Customers](https://docs.carlio.app/docs/customers/add-a-customer.md): Create a customer record and correct its details later
  - [Customer List](https://docs.carlio.app/docs/customers/find-and-filter-customers.md): Search, filter and sort the customer list, and find customers with a follow-up due
  - [Customer Deals](https://docs.carlio.app/docs/customers/review-customer-deals.md): Read the purchase history of a customer and the cars linked to the customer
  - [Notes and Messages](https://docs.carlio.app/docs/customers/keep-customer-notes-documents-and-messages.md): Record internal notes with follow-up dates, file paperwork and answer customer messages
  - [Portal Links](https://docs.carlio.app/docs/customers/issue-a-customer-portal-link.md): Give a customer a private link to follow cars, payments and documents
  - [WhatsApp Updates](https://docs.carlio.app/docs/customers/send-whatsapp-updates.md): Record the consent of a customer and send vehicle updates on WhatsApp
  - [Archive and Delete](https://docs.carlio.app/docs/customers/archive-or-delete-a-customer.md): Remove a customer from the active list or delete a record created by mistake
- Invoices
  - [Introduction](https://docs.carlio.app/docs/invoices.md): The invoices that the dealership issues, with their documents and numbers
  - [Create Invoices](https://docs.carlio.app/docs/invoices/create-an-invoice.md): Raise an invoice for a customer, alone or from a deal, and generate its document
  - [Language and Formats](https://docs.carlio.app/docs/invoices/set-the-invoice-document.md): Choose the dates, the language, the currency, the formats, the printed texts and the custom fields of an invoice
  - [Payment Details](https://docs.carlio.app/docs/invoices/choose-payment-details.md): Select the saved bank, PayPal, cryptocurrency or other payment details that print on an invoice
  - [Invoice List](https://docs.carlio.app/docs/invoices/find-and-download-invoices.md): Search, filter and sort the invoice list, choose its columns and download an invoice document
  - [Edit and Delete](https://docs.carlio.app/docs/invoices/edit-or-delete-an-invoice.md): Correct the content of an invoice, generate its document again, or delete one invoice or several
  - [Share Invoices](https://docs.carlio.app/docs/invoices/share-an-invoice-with-the-customer.md): Show an invoice on the shared customer page or hide it again
- Shared Pages
  - [Introduction](https://docs.carlio.app/docs/portals.md): The customer, partner and task pages that are shared through a link
  - [Share Customer Pages](https://docs.carlio.app/docs/portals/share-a-customer-page.md): Create, copy, send, replace and delete the link to the page of a customer
  - [Customer Page](https://docs.carlio.app/docs/portals/review-the-customer-page.md): The tabs, the data and the actions of the shared customer page, and the dashboard switches that release data to it
  - [Share Partner Pages](https://docs.carlio.app/docs/portals/share-a-partner-page.md): Create, protect with a password, send, replace and delete the link to the page of a sales partner
  - [Partner Page](https://docs.carlio.app/docs/portals/review-the-partner-page.md): The tabs, the data and the actions of the shared partner page
  - [Share Task Links](https://docs.carlio.app/docs/portals/share-a-task-link.md): Create, send, replace and delete the link that gives an outside assignee access to one task
  - [Task Page](https://docs.carlio.app/docs/portals/review-the-task-page.md): The tabs, the data and the actions of the shared task page for an outside assignee

- **Finance**
- Transactions
  - [Introduction](https://docs.carlio.app/docs/transactions.md): The ledger of every payment received and every cost paid by the dealership
  - [Record Transactions](https://docs.carlio.app/docs/transactions/record-a-transaction.md): Add a payment received or a cost paid to the ledger
  - [Foreign Currencies](https://docs.carlio.app/docs/transactions/record-a-transaction-in-a-foreign-currency.md): Enter an amount in another currency and control the exchange rate that converts it
  - [Transaction List](https://docs.carlio.app/docs/transactions/find-transactions.md): Search, filter, sort and inspect entries in the ledger
  - [Edit and Delete](https://docs.carlio.app/docs/transactions/correct-or-delete-transactions.md): Edit an entry, refile entries under another category or remove entries from the ledger
  - [Attachments](https://docs.carlio.app/docs/transactions/attach-files-to-a-transaction.md): Store a bank slip, an invoice or a receipt with a ledger entry
- Awaiting Payments
  - [Introduction](https://docs.carlio.app/docs/awaiting.md): The amounts the dealership expects to receive or to pay and has not yet settled
  - [Review Payments](https://docs.carlio.app/docs/awaiting/review-awaiting-payments.md): Filter and sort the worklist and read the totals of what is still outstanding
  - [Complete Payments](https://docs.carlio.app/docs/awaiting/complete-an-awaiting-payment.md): Record that an awaited amount has moved and write the matching ledger entry
  - [Add Amounts](https://docs.carlio.app/docs/awaiting/add-an-awaiting-amount.md): Record an amount that a car or a deal is waiting to receive or to pay
  - [Edit, Cancel and Delete](https://docs.carlio.app/docs/awaiting/edit-cancel-or-delete-an-awaiting-amount.md): Correct an awaiting amount, withdraw it with a record or remove it entirely
- Profit & Loss
  - [Introduction](https://docs.carlio.app/docs/profit-and-loss.md): Revenue, costs and net profit of the dealership over a chosen period, counted on the day the money moved
  - [Profit and Loss Report](https://docs.carlio.app/docs/profit-and-loss/read-the-profit-and-loss-report.md): Understand the four headline figures, the margin and the category breakdowns
  - [Period Comparison](https://docs.carlio.app/docs/profit-and-loss/compare-periods.md): Change the reporting period and read the movement against the previous period
  - [Cash Flow Chart](https://docs.carlio.app/docs/profit-and-loss/read-the-cash-flow-chart.md): Read money in, money out and the net result across the reporting period
- Expenses
  - [Introduction](https://docs.carlio.app/docs/expenses.md): The costs of operating the business and of buying and preparing cars
  - [Record Expenses](https://docs.carlio.app/docs/expenses/record-an-expense.md): Add a cost paid by the dealership to the ledger from the Expenses page
  - [Expense Categories](https://docs.carlio.app/docs/expenses/review-expenses-by-category.md): Choose a period, read the cost cards and filter the expense table by category
  - [Correct and Delete](https://docs.carlio.app/docs/expenses/correct-or-delete-an-expense.md): Change the details of a recorded expense or remove it from the ledger

- **Administration**
- Settings
  - [Introduction](https://docs.carlio.app/docs/settings.md): The personal and organization settings of the dealership
  - [Profile](https://docs.carlio.app/docs/settings/profile.md): Change the name, photo and phone number of the signed-in account
  - [Notifications](https://docs.carlio.app/docs/settings/notifications.md): Choose which events reach the account by email, browser or Telegram
  - [Company](https://docs.carlio.app/docs/settings/company.md): Change the name, logo, country, currency and time zone of the dealership
  - [Team](https://docs.carlio.app/docs/settings/team.md): Invite team members, change roles, cancel invitations and remove members
  - [Billing](https://docs.carlio.app/docs/settings/billing.md): Check plan usage, change the plan, download invoices and cancel the subscription
  - [Permissions](https://docs.carlio.app/docs/settings/permissions.md): Decide which business capabilities managers and staff members hold
  - [Integrations](https://docs.carlio.app/docs/settings/integrations.md): Connect Telegram groups for the team and switch on WhatsApp updates for customers
  - [Storage](https://docs.carlio.app/docs/settings/storage.md): Read the storage meter, understand what counts toward the allowance and respond when space runs low
  - [Watermark](https://docs.carlio.app/docs/settings/watermark.md): Draw the company logo over car photos on the customer and partner portals
  - [Invoice Defaults](https://docs.carlio.app/docs/settings/invoice-settings.md): Configure the company details, signature, defaults, payment details and number format that apply to every invoice
  - [Transaction Templates](https://docs.carlio.app/docs/settings/transaction-templates.md): Save the usual amounts of a sale as a template, edit and delete templates, and apply a template to a car or a deal
  - [Task Checklists](https://docs.carlio.app/docs/settings/task-checklists.md): Edit, order and restore the checklist that new tasks of each type start with