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Connecting Stripe lets you take card payments from customers on your website and inside the DMS: deposits on a vehicle, balances against an invoice, a...

An order is the sale itself: the vehicle, the price, the part exchange, any products, and what the customer still owes. It is created from the enquiry...

The invoice is the document the customer pays against, and the one your accounts need. It is raised from the enquiry once the sale exists. Open the en...

An enquiry is one customer's interest in one vehicle, tracked from first contact to a delivered order. It is where you log every call, note, appointme...

Notes are the memory of the deal: what was said on the call, what the customer cares about, what you promised. Anyone who picks the enquiry up later r...

A customer record holds the person or business you are dealing with: their contact details, their address for paperwork, their marketing preferences a...

A purchase order records what you paid for a car and who you bought it from, and produces a document you can sign and file. Go to Stock and open the...

Everything downstream depends on the stock record: your website listing, your adverts, the enquiry, the order, the invoice and your margin. There are ...

The vehicle checklist is a document generated against a car in your stock: the pre-delivery checks, signed and filed with the rest of the paperwork. G...