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Vehicle Trade Management
Vehicle Trade Management System simplifies the complete vehicle trading process from lead creation to final sale and delivery It allows users to manage vehicle records including specifications images service history and insurance details in one centralized platform The system supports buyer and seller management with accurate contact tracking and transaction visibility Integrated CRM features enable lead tracking email communication and customer follow ups directly from the application Automated billing invoicing down payment tracking and profit calculation improve financial accuracy and controlPrintable PDF reports and document management ensure professional documentation compliance and easy sharing
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Features
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Features
Vehicle Records & Specifications
Centralizes complete vehicle profiles including brand, model, fuel type, and technical specifications. Supports image galleries and structured attributes to improve visibility and identification accuracy. Ensures standardized data management for consistent evaluation and reporting.
Buyer & Seller Management
Maintains verified profiles for dealers, private sellers, and customers with complete contact details. Links buyers and sellers directly to vehicle transactions for seamless traceability and accountability. Improves communication efficiency and relationship management across the trading lifecycle.
Service, Insurance & History Tracking
Captures maintenance records, service logs, and warranty information for long-term asset visibility. Manages insurance policies with active, expired, and upcoming status tracking. Provides transparent historical insights to strengthen buyer confidence and compliance.
Expert Inspections & Condition Reports
Applies standardized inspection templates to assess vehicle condition across multiple components. Records percentage-based condition metrics for consistent evaluation and validation. Delivers structured inspection reports to support quality assurance and credibility.
Digital Documents & Attachments
Store and organize all related documents titles, contracts, tax invoices, and warranty papers in one place. Attach image galleries and scanned files directly to vehicle records. Provide easy upload, download, and retrieval for smooth audits.
Billing, Invoicing & Sales Tracking
Automates transaction flow from listing to finalized sale with financial visibility. Generates vendor bills, manages down payments, and creates buyer invoices seamlessly. Provides profit and loss tracking to support accurate reconciliation and reporting.
CRM Lead, Communication & Reporting
Manages sales leads through structured stages to track progress and conversion status efficiently. Enables direct email communication with customers and stakeholders while maintaining activity history. Generates printable PDF reports and documents for sharing, auditing, and record preservation.
Screenshot
1.) Vehicle Brand List View
Displays a list of all vehicle brands configured in the system. Users can create new brands, search existing entries, and manage brand records efficiently. This screen helps maintain standardized brand data for accurate vehicle management.
Navigation : Vehicle Trade → Configuration → Brand
2.) Vehicle Brand Form View
Displays the detailed form view of a selected vehicle brand. Users can enter or update the brand name and upload a brand logo image. Ensures consistent branding and accurate identification across vehicle records.
Navigation : Vehicle Trade → Configuration → Brand
3.) Vehicle Models List View
Displays a list of all vehicle models available in the system along with their associated brands. Users can search, sort, and filter models to quickly locate specific vehicle entries. This screen helps ensure accurate model selection when creating or managing vehicle records.
Navigation : Vehicle Trade → Configuration → Models
4.) Vehicle Fuel Types List View
Displays a list of all fuel types such as Diesel, Gasoline, Hybrid, Electric, and more. Users can add, edit, or manage fuel categories used for vehicle classification. Ensures consistent fuel type selection when creating or updating vehicle records.
Navigation : Vehicle Trade → Configuration → Fuels
5.) Vehicle Specifications List View
Displays a list of all vehicle specifications such as power, torque, dimensions, color, and capacity. Users can create, edit, and manage specification parameters used across vehicle records. Ensures standardized and accurate technical data for consistent vehicle information management.
Navigation : Vehicle Trade → Configuration → Specifications
6.) Vehicle Insurance Types List View
Displays a list of available insurance types such as liability, collision, comprehensive, and protection covers. Users can create, edit, and manage insurance categories used for vehicle insurance tracking. Supports accurate insurance assignment and transparency during vehicle sales.
Navigation : Vehicle Trade → Configuration → Insurances
7.) Vehicle Document Types List View
Displays a list of document categories such as registration, bill of sale, warranty, and service records. Users can create and manage document types used to organize vehicle documentation. Helps maintain structured document storage for easy retrieval and compliance.
Navigation : Vehicle Trade → Configuration → Document Types
8.) Vehicle Inspection Templates List View
Displays a list of predefined inspection templates used to standardize vehicle inspections. Templates such as Vehicle Inspection, Battery Inspection, Interior Inspection, and Exterior Inspection allow users to define structured checklists for consistent evaluation of vehicles. Users can create new templates or manage existing ones to ensure quality control and inspection compliance.
Navigation : Vehicle Trade → Configuration → Inspection Templates
9.) Vehicle Inspection Template Configuration
Allows users to create and manage inspection checklist items within a selected vehicle inspection template. Each line captures an inspection item name and its description, such as engine condition, brake system, and suspension checks. Users can add new inspection lines, edit existing ones, or delete items to customize the inspection process.
Navigation : Vehicle Trade → Configuration → Inspection Templates
10.) Vendor List View
Displays all vendors in a card-based layout with profile images and key contact details such as name, role, company, location, and email address. Users can quickly search, filter by vendor, switch between list and kanban/card views, and view vendor activity indicators. The New button allows users to create and register a new vendor in the system.
Navigation : Vehicle Trade → Vendor
11.) Vendor Profile Details
Displays complete vendor information including contact details, address, job position, phone number, email, and tax ID. Users can mark a contact as a vendor, manage related activities such as meetings, opportunities, and invoices, and upload a profile image. Additional tabs allow users to maintain contacts & addresses, sales and purchase information, invoicing data, and internal notes.
Navigation : Vehicle Trade → Vendor
12.) Customer List View
Displays all customers in a card-based layout with profile images and key business or personal details such as name, company, location, and email address. Users can search, apply filters, switch between list and card views, and quickly identify customer categories and ratings. The New button allows users to create and manage new customer records in the system.
Navigation : Vehicle Trade → Customer
13.) Leads Pipeline Dashboard
Displays all sales leads in a kanban-style pipeline categorized by stages such as New, Qualified, Proposition, and Won. Each card shows the opportunity name, expected revenue, customer, lead type, priority rating, and communication status for quick decision-making. Users can drag and drop leads between stages, generate new leads, and track sales progress visually.
Navigation : Vehicle Trade → Leads
14.) Lead Opportunity Details
Displays detailed information for a selected lead including expected revenue, probability, customer contact details, assigned salesperson, and tags. Users can update the lead stage (New, Qualified, Proposition, Won), mark the opportunity as won or lost, and add internal notes or extra information. Activity tracking allows users to send messages, log notes, schedule follow-ups, and monitor planned activities related to the opportunity.
Navigation : Vehicle Trade → Pipeline
15.) Create Vehicle from Lead
Allows users to create a vehicle record directly from a selected lead or opportunity. Users can enter vehicle details such as brand, model, fuel type, manufacturing year, license plate, odometer reading, and vehicle condition. Seller and buyer information including vendor and customer details are captured to complete the vehicle creation process.
Navigation : Vehicle Trade → Pipeline
16.) Confirm Vehicle Creation
Displays the completed vehicle information including brand, model, fuel type, manufacturing year, license plate number, odometer reading, and current market value. Seller and buyer details such as vendor name, customer name, phone numbers, and email addresses are verified before final submission. Users can click Create Vehicle to save and generate the vehicle record or select Cancel to discard the entry.
Navigation : Vehicle Trade → Pipeline
17.) Lead Marked as Won
Displays a lead in the Won stage of the pipeline. The progress tracker confirms the flow through the stages: New, Qualified, Proposition, and Won, with the time spent in each stage displayed. The green Won ribbon indicates that the deal has been successfully completed. The expected revenue and probability are finalized, and the salesperson, contact information, and tags remain visible for reference.
Navigation : Vehicle Trade → Pipeline
18.) Vehicle Details Overview
Displays a card-based view of all available vehicles with image previews and key summary information. Users can quickly identify vehicle availability status, pricing, and basic vehicle information at a glance. The screen supports quick access to individual vehicle records for review and management.
Navigation : Vehicle Trade → Vehicle Details
19.) Vehicle Details List View
Displays vehicle records in a tabular list format for easy comparison and quick scanning. Users can view key fields such as vehicle reference, brand, model, customer, vendor, and status in a single row. The list view supports faster navigation, filtering, and bulk selection of vehicle records.
Navigation : Vehicle Trade → Vehicle Details
20.) Vehicle Details Calendar View
Displays vehicle-related records in a monthly calendar layout for better date-based tracking. Users can view scheduled entries directly on specific dates and switch between different time ranges using the calendar controls. This view helps in planning, monitoring activity distribution, and identifying upcoming or completed records visually.
Navigation : Vehicle Trade → Vehicle Details
21.) Vehicle Details Pivot View
Displays vehicle data in a pivot table format for analytical review and comparison. Users can group and summarize information by different categories and time periods using expandable rows and columns. The measures option allows users to switch between key metrics such as pricing and profitability for reporting purposes.
Navigation : Vehicle Trade → Vehicle Details
22.) Vehicle Details Graph View
Displays vehicle data in a graphical format for visual comparison and trend analysis. Users can select different measures such as price, profit, invoice amount, or count to update the chart dynamically. The chart supports multiple visualization types to help users interpret performance and distribution easily.
Navigation : Vehicle Trade → Vehicle Details
23.) Vehicle Details Activity View
Displays scheduled activities related to vehicle records in a timeline layout. Users can view and track actions such as emails, calls, meetings, and to-do tasks in one place. The screen allows users to quickly schedule new activities and monitor task completion status.
Navigation : Vehicle Trade → Vehicle Details
24.) Vehicle Detail Form View
This view consolidates lead linkage, vehicle specifications, seller and buyer information, and workflow status in a single operational workspace. It supports efficient review of asset details, stakeholder coordination, and transaction readiness. Integrated document access and history tabs enable structured storage and quick reference of supporting information.
Navigation : Vehicle Trade → Vehicle Details
25.) Vehicle Image Gallery
This view presents organized visual references associated with a vehicle to support inspection, verification, and documentation needs. It allows users to review multiple image categories for better understanding of physical condition and component visibility. Integrated upload functionality ensures that new visuals can be added and maintained efficiently.
Navigation : Vehicle Trade → Vehicle Details
26.) Previous Service History
This view captures historical maintenance and servicing information to support condition assessment and lifecycle tracking. It enables users to review service entries including dates, usage metrics, and performed activities. Structured records improve transparency, reliability, and informed decision-making.
Navigation : Vehicle Trade → Vehicle Details
27.) Vehicle Specification
This view organizes technical attributes and configuration details to provide a clear understanding of vehicle capabilities and features. It allows users to maintain structured entries for mechanical and functional specifications. Consistent specification management supports accuracy, comparison, and informed evaluation.
Navigation : Vehicle Trade → Vehicle Details
28.) Vehicle Condition
This view captures the operational status and wear level of major vehicle components. It enables structured assessment using percentage-based condition indicators for consistency and clarity. Accurate condition tracking supports maintenance planning and valuation decisions.
Navigation : Vehicle Trade → Vehicle Details
29.) Vehicle Condition Detail
This view allows entry and update of condition values for selected vehicle components. It supports standardized numeric input to ensure consistent evaluation and reporting accuracy. Changes can be saved or discarded to maintain data integrity.
Navigation : Vehicle Trade → Vehicle Details
30.) Validation Error
This message appears when a value entered for vehicle condition exceeds the permitted range. It enforces numeric limits between zero and one hundred percent to maintain data accuracy. The user must correct the input before continuing.
Navigation : Vehicle Trade → Vehicle Details
31.) Expert Inspection
This section provides a structured checklist for evaluating vehicle components and exterior quality. It allows users to review inspection items, define availability status, and maintain consistency across assessments. The standardized template supports accurate and repeatable inspection processes.
Navigation : Vehicle Trade → Vehicle Details
32.) Vehicle History
This section captures historical information related to past incidents, ownership usage, and registration status. It supports transparent evaluation by documenting reported thefts, accidents, and regional registrations. The information helps users assess overall reliability and compliance.
Navigation : Vehicle Trade → Vehicle Details
33.) Insurance History
This section maintains a timeline of insurance coverage with effective dates and current status. It supports monitoring of active, upcoming, and expired policies for compliance and continuity. The information enables clear visibility of coverage periods and renewal planning.
Navigation : Vehicle Trade → Vehicle Details
34.) Document
This option provides centralized access to all files associated with the transaction. It allows users to upload, review, and manage supporting materials for operational reference. The document counter indicates the total number of attached files.
Navigation : Vehicle Trade → Vehicle Details
35.) Vehicle Document List
This view displays all documents linked to the selected vehicle in a structured list format. It allows users to search, review, and manage uploaded files efficiently. Each entry shows the vehicle reference, document name, and file size for quick identification.
Navigation : Vehicle Trade → Vehicle Details →Document
36.) Vehicle Document Preview
This view allows users to preview the selected vehicle document directly within the system. Users can send the document by email, download it, or remove it when no longer required. Key details such as VIN, vehicle name, and document type are displayed for quick reference.
Navigation : Vehicle Trade → Vehicle Details →Document
37.) Compose Vehicle Document Email
This feature allows users to prepare and send vehicle-related documents directly to the selected recipient. The email content is automatically populated with customer details, vehicle reference, and attached document information to ensure accuracy and consistency. Users can review, edit, manage attachments, and securely send the communication.
Navigation : Vehicle Trade → Vehicle Details →Document
38.) Warranty Documents
Provides centralized access to warranty documents linked to a vehicle record. Allows users to review document details, preview attachments, and share documents through email. Ensures traceability by maintaining activity history and document status.
Navigation : Vehicle Trade → Vehicle Details →Document
39.) Vehicle Detail
Displays the complete vehicle record with key information, including identification, specifications, valuation, and lead reference. Enables users to track the transaction lifecycle through status stages and manage communication actions. Provides quick access to associated documents and invoices for efficient record handling.
Navigation : Vehicle Trade → Vehicle Details
40.) Vehicle Detail
Enables bill creation for the selected vehicle and updates the transaction to the In Discussion stage for active processing. Displays selling price, taxes, and customer invoice values to support accurate financial review. Consolidates vendor, customer, and trade information to streamline sales execution and follow-up.
Navigation : Vehicle Trade → Vehicle Details
41.) Vehicle Down Payment and Bill of Purchase
Records the customer down payment and generates the bill of purchase for the selected vehicle in the In Discussion stage. Displays vendor pricing, draft bill amount, buyer price, and payment values to ensure accurate financial tracking. Maintains visibility of vehicle, seller, and customer information for controlled transaction processing.
Navigation : Vehicle Trade → Vehicle Details
42.) Vendor Bill Draft Review and Confirmation
Presents the draft vendor bill linked to the vehicle trade for validation before posting. Allows verification of billing dates, payment terms, vendor information, and invoice line values. Supports confirmation to finalize the bill and move it into the accounting workflow.
Navigation : Vehicle Trade → Vehicle Details → Draft Bill
43.) Vendor Bill Posted and Payment Processing
Displays the posted vendor bill linked to the vehicle trade for finalized accounting records. Enables payment processing, credit note creation, and draft reset when adjustments are required. Provides clear visibility of vendor details, billing dates, payment terms, and invoice totals.
Navigation : Vehicle Trade → Vehicle Details → Vendor Bill
44.) Vehicle Detail Down Payment Recording
Captures and reflects the customer down payment against the active vehicle transaction. Updates the financial summary to show the adjusted payable amount and payment progress. Ensures consistency between buyer pricing, billing records, and transaction status for accurate tracking.
Navigation : Vehicle Trade → Vehicle Details
45.) Down Payment Invoice Reference
Displays and stores the reference number of the invoice generated for the customers down payment. This reference links the received down payment to the related vehicle trade and buyer invoice, ensuring accurate tracking, reconciliation, and audit of payments. It helps users quickly identify and verify the down payment transaction within the system.
Navigation : Vehicle Trade → Vehicle Details
46.) Down Payment Invoice Reference
Displays the reference link between the down payment invoice and the related vehicle trade for tracking and verification purposes.
Navigation : Vehicle Trade → Vehicle Details → Down Payment
47.) Down Payment Invoice Reference
Shows the linkage between the customer invoice and the related vehicle trade record for tracking and validation purposes. This reference helps users identify the associated transaction without displaying sensitive record details or financial amounts.
Navigation : Vehicle Trade → Vehicle Details → Down Invoice
48.) Create Buyer Invoice
Generates a customer invoice linked to the selected vehicle trade record and buyer information. Automatically associates the transaction reference and prepares the invoice for validation and posting. Ensures accurate billing workflow integration without exposing internal record details.
Navigation : Vehicle Trade → Vehicle Details
49.) Finalize Sale and Financial Summary
Marks the vehicle transaction as completed and locks the record for further modifications. Displays the generated customer invoice with draft status and payable amount reference. Provides consolidated profit and loss visibility for financial validation and reporting.
Navigation : Vehicle Trade → Vehicle Details
50.) Draft Customer Invoice Creation
Automatically links the invoice to the originating vehicle transaction for traceability. Displays invoice status as draft, allowing validation before confirmation. Summarizes the payable total based on the configured invoice line items.
Navigation : Vehicle Trade → Vehicle Details
51.) Posted Customer Invoice with Trade Reference
Confirms the invoice has been validated and successfully posted. Maintains linkage to the associated vehicle transaction for tracking and reconciliation. Displays payable status and available credit adjustments for settlement processing.
Navigation : Vehicle Trade → Vehicle Details
52.) Invoice Access from Vehicle Trade
Enables direct access to related billing from the vehicle transaction workspace. Provides quick visibility of linked purchase and customer billing references. Supports seamless review and validation without leaving the workflow.
Navigation : Vehicle Trade → Vehicle Details → Invoice
53.) Invoice Listing for Vehicle Transaction
Displays all billing entries associated with the selected vehicle transaction in a consolidated list. Supports quick review of due status, timelines, and processing state for each entry. Enables creation and upload actions directly from the listing view.
Navigation : Vehicle Trade → Vehicle Details
54.) Send Mail Vehicle
Allows users to compose and send an email related to the selected vehicle transaction. Supports sharing transaction details, invoices, or documents with customers or internal stakeholders. Ensures communication is logged and traceable directly from the vehicle record.
Navigation : Vehicle Trade → Vehicle Details
55.) Compose Email Vehicle Details
Enables users to compose and send an email to the customer directly from the vehicle record. Automatically populates recipient, subject, and vehicle information for faster communication. Supports attaching vehicle documents (PDF) and maintains communication history.
Navigation : Vehicle Trade → Vehicle Details
56.) Vehicle Trade Report
Generates a printable report containing complete vehicle trade details including vehicle information, seller and buyer data, pricing, and transaction status. Allows users to quickly export or review trade information for auditing, documentation, and customer reference. Ensures accurate record-keeping and easy sharing of trade summaries.
Navigation : Vehicle Trade → Vehicle Details
57.) Vehicle Trade Report
Displays a downloadable report summarizing the complete vehicle trade details including reference, status, manager, and condition. Shows vehicle specifications such as brand, model, fuel type, manufacturing year, odometer, and market value. Includes customer and vendor contact information for documentation and record purposes.
58.) Vehicle Trade Report Pricing & Technical Details
Displays complete pricing information including vendor bill, customer invoice, down payment, total due, and net profit or loss. Shows service history, vehicle specifications, and component condition percentages for technical evaluation. Includes expert inspection section for verification and quality assurance records.
59.) Vehicle Inspection, History & Insurance Overview
Displays inspection checkpoints with availability status for physical and functional verification. Summarizes vehicle usage history, accident records, region registration, and risk indicators. Provides active and upcoming insurance coverage details along with reference vehicle images.
User Guide
