Sales: customers, enquiries and orders
Add a customer
A customer record holds the person or business you are dealing with: their contact details, their address for paperwork, their marketing preferences, ...
Create an enquiry
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...
Working an enquiry
The enquiry detail page is the deal. Everything you do with that customer happens here, and everything that has happened is on the page in order. This...
Invoices and payments
An invoice comes from an order. On the enquiry, find the order in the Orders panel, open its actions menu - the three dots at the end of the row - a...
Offers and orders
An offer is what you put to the customer: the vehicle price, what you will give for their part exchange, any products, and the finance figures. An ...
Part exchanges
A part exchange is the customer's car, taken against the deal. Vehiso tracks it in two places: on the enquiry, where its value comes off what the cust...
E-signatures and order packs
From the order on an enquiry: Download Order Pack gives you the paperwork as a PDF to print or save. Email documents sends it. In the Email order d...