Deals & Enquiries Management

Deals & Enquiries Management

The Deals & Enquiries module manages the complete vehicle sales process from initial enquiry through to deal completion.

Creating Enquiries

When a customer shows interest in a vehicle:

1. Navigate to: Showroom / Enquiries
2. Click "New Enquiry"
3. Enter customer details (or select existing customer)
4. Select vehicle of interest
5. Add enquiry details:
   • Enquiry type (phone, email, walk-in, online)
   • Source (website, referral, walk-in, etc.)
   • Notes and requirements
   • Budget range
   • Preferred contact method
6. Assign to sales person
7. Set follow-up date
8. Save enquiry

Enquiry Status

Track enquiry progress:

• New: Initial enquiry received
• Contacted: Customer has been contacted
• Viewing: Customer viewing vehicle
• Negotiating: Price negotiations in progress
• Converted: Enquiry converted to deal
• Lost: Customer not proceeding

Creating Deals

Convert an enquiry to a deal:

1. Open the enquiry
2. Click "Convert to Deal"
3. Deal is created with enquiry information
4. Or create deal directly from vehicle listing

Deal Management

Manage the complete deal process:

• Vehicle Details: Vehicle being sold
• Customer Details: Buyer information
• Pricing: Agreed price, discounts, part exchange
• Finance: Finance options and applications
• Documents: Required paperwork
• Payments: Payment tracking
• Delivery: Delivery date and arrangements

Deal Status

Track deal progress:

• Draft: Deal being created
• Pending: Awaiting customer decision
• Agreed: Terms agreed, awaiting completion
• Finance Pending: Finance application in progress
• Ready for Collection: All paperwork complete
• Completed: Vehicle delivered, deal complete
• Cancelled: Deal cancelled

Part Exchange

Handle part exchange vehicles:

• Add part exchange vehicle details
• Set part exchange value
• Assess part exchange condition
• Calculate net deal value
• Track part exchange vehicle

Finance Management

Manage finance applications:

• Select finance provider
• Enter finance application details
• Track application status
• Record finance approval/rejection
• Link finance to deal

Sales Pipeline

View and manage sales pipeline:

• See all enquiries and deals
• Filter by status, sales person, date
• Track conversion rates
• Identify bottlenecks
• Forecast sales

Deal Documents

Manage deal paperwork:

• Sales contract
• Finance agreements
• Part exchange documentation
• Vehicle registration documents
• Customer identification

Reporting

Generate sales reports:

• Sales performance by sales person
• Conversion rates
• Average deal value
• Sales by vehicle make/model
• Finance penetration