Adding a vehicle
Add a vehicle to your inventory with its specification and insurance details.
The first step in a vehicle's journey is adding it to your inventory. At this stage you record what the vehicle is — its specification and insurance — not yet what you paid for it.
Complete setup first
You need Merchant Settings configured, and your master data (makes, models, colours, etc.) added, before creating a vehicle.
How to add a vehicle
- Go to Vehicles and tap Add Vehicle.
- Enter the vehicle number (registration number). This must be unique within your dealership.
- Choose the make, model, and version.
- Select the specification: colour, body type, fuel, transmission, and number of previous owners.
- Enter insurance details: the policy, policy company, and policy date.
- If there's a loan on the vehicle, choose the loan provider.
- Tap Save.
TODO: screenshot — Add Vehicle form
The vehicle now appears in your inventory list. Open it to reach the Vehicle Detail page, where all the following stages happen.
What's next
The vehicle exists, but it has no financial information yet. The next step is to record the purchase.
Tip
If a make, model, colour, or other option is missing from the dropdowns, add it in Master data first, then come back.