Car Sales

About the System

Proactive cars sales system fully automates the purchasing, free zone, sales, customer accounting and customer care functions required for cars retail companies in their day to day operations.

The cars sales module is fully integrated with Proactive Automotive ERP system that extends the automation to the workshop management system, stock control management system and other back and front office modules.

The system supports multi-brands and multi-branches automation and provides our customers with the latest technology that helps them get the best performance with real-time information needed for the different levels of managements.

The system setups and identifies all cars stores/branches of the company and its users privileges to use different system functions as per company policy.

The system also allows the users to setup all car models, types, colour codes, accessories, customers’ data, suppliers, and other basic data required for the system workflow.

The system has three main sub-systems:

  • Cars purchasing and pricing sub-system
  • Cars Inventory sub-system
  • Cars Sales sub-system

Proactive Cars Sales work flow handles all activities related to cars retail business in respect to agencies or distributers starting from purchase orders, receiving cars in free zones, all through reservations and sales activities and ends with customers’ accounts and financial statements with the integration to proactive general ledger system.

The system provides the management with a unique tool for better servicing your customers with real-time information for pre-sales and after sales activities.

Car Sales Workflow

Proactive Car Sales System Features

Vehicle Information

  • Country of origin, location and showrooms
  • Defining Brands, (Makes)
  • Defining Models, sub-models (Vehicle Codes)
  • Defining Colors body and Interior
  • Defining Options, standard and additional. Compatibility options
  • Recording all specifications details like Chassis, engine, key, radio, etc.
  • Controlling Data related to warranty in mileage or and in years and coverage
  • Detailed Data related to purchases
  • Categorizing Data related to sales
  • Data related to PDI orders history

Purchasing

  • Ability to define multiple Vendor Groups
  • Ability to classify Vendors
  • Ability to make a RFP
  • Ability to make a purchase request
  • Ability to approve purchase request
  • ability to make PO from Purchase request
  • Ability to Add Vendor Invoice
  • Ability to Add Import Cost & distribute it on vehicles
  • Ability to Approve the final cost of vehicles
  • Ability to add extra charges to selected vehicle
  • Ability to Custom Release or Sell vehicle direct from free zone
  • Ability to make vehicle inspection in all receiving processes

Pricing

  • Ability to set sales prices for all vehicle models
  • Ability to define custom sales price for specific vehicle with discount percentage range or max. amount
  • Ability to define custom sales price per model/Interior colors
  • Ability to define custom sales price per model/Accessories
  • Ability to define custom sales price per model/colors
  • Ability to add extra charges by vehicle code

Transactions

  • Ability to receive vehicles from vendor invoice
  • Ability to deliver vehicles for one customer with multiple vehicles (Sale orders)
  • Ability to make a return order for multiple vehicles for one vendor
  • Ability to make transfer order from store to store
  • Ability to approve transfer after vehicle receipt
  • Ability to make vehicle inspection in all receiving processes

Vehicle Sales

  • Ability to make sale order to book the vehicle
  • Ability to Reserve a vehicle type (without chassis) for customer if the vehicle not available yet
  • Ability to make sale order for a specific vehicle (Available chassis)
  • Ability to Add secondary customer with the primary one on sale order
  • Ability to make sale order with direct installment option
  • Ability to make sale order with bank option
  • Ability to make quotation for individual or corporate or bank
  • Ability to search for a vehicle by make , model , code , out color, in color , chassis , engine , year model or by vehicle status

Accounting

  • Ability to make a payment receipt for multiple vehicles
  • Ability to make a refund receipt for multiple vehicles
  • Ability to make a customer invoice for multiple vehicles
  • Ability to make a return invoice for multiple vehicles
  • Ability to approve to debit a vehicle without full payment
  • Ability to approve the Performa invoice to final invoice
  • Ability to issue the "Traffic Letter"
  • Ability to follow up the incoming checks
  • Ability to follow up the outgoing checks
  • Ability to follow up installments payment
  • Ability to enter petty cash transactions
  • Ability to make Refund Request & approve it.
  • Ability to make Withdraw Request & approve it.
  • Ability to Review Transaction entries & post it to General Ledger
  • Ability to Define Questions of Questionnaire
  • Ability to track customer & record his answers on the Questionnaire
  • Ability to record customer requests before sales & track it

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