We are excited to introduce a major workflow improvement to our platform! You can now automatically generate a stock number the moment a customer orders a unit.
Previously, a unit had to be physically in stock before it could be tracked. With this update, units can be formally tracked as "On Order" units from day one. This bridges the gap between sales, the service department, and accounting, allowing you to prep for the unit's arrival long before it hits your floor.
Why Use This Feature? (The Benefits)
Creating a stock number at the time of order unlocks several powerful capabilities for your dealership:
Pre-Entry Job Cards: You no longer have to wait for a unit to physically arrive to start planning. You can create service jobs, specify assembly requirements, or schedule detailing against the stock number ahead of time.
Accurate Expense Tracking: Instantly assign pre-delivery expenses, freight costs, or accessory additions directly to the specific unit. This ensures your final profit margins are perfectly accurate.
Complete Visibility: Track your pipeline effortlessly. These units are flagged in your system as "On Order," giving your sales and management teams clear visibility into what is sold and what is en route.
How It Works
Initiate the Order: Click the new customer order option in the unit allocate screen.
Choose Stock No option: you will see a new option to "Customer Order & Create Stock Number."
Confirm to create new stock number
Manage and Track: * This unit is now searchable in your inventory under the "On Order" filter.
You can immediately open Job Cards against this stock number.
Any purchase invoices or expenses related to this unit can be allocated directly to this stock number right away.
Best Practice Tip: Use this feature for all forward-ordered factory units or custom customer builds. It ensures that when the physical unit finally arrives at your dealership, all your costing, job scheduling, and paperwork are already organized and ready to go!