Deliver a deal
Prepare for handover, mark a deal Delivered and check its delivery date.
Mark a deal Delivered when the customer has received the vehicle and the handover is complete. This records the deal’s delivered status and delivery date.
Open the deal
Open Sales log or Vehicle Register through the workspace navigation, or search for either page in the Command Center. To open the Command Center, select the Autopilot icon in the bottom-right corner.
Both navigation routes are available wherever you are in the workspace. Select the customer name in the list to open the deal page.
Prepare for delivery
Review the deal’s details and complete the work your dealership requires before handover. Use the relevant sections on the deal page, including Documents, Shipping, Invoicing and Compliance.
In Shipping, the Delivery timing area includes Estimated delivery. Keep this date up to date while arranging handover; it determines the month in which the deal appears in the Vehicle register.
An estimated delivery date is a plan. Entering or changing it does not mark the deal Delivered.
Mark the deal Delivered
- Open the deal page once the customer has received the vehicle.
- Select the Status field near the top of the page.
- Choose Delivered.
- Check that the deal’s status updates to Delivered.
Your access determines whether you can change the status. Manager approval and your dealership’s Delivered requirements still apply. If you cannot complete the change, ask an authorised manager for help.
This tutorial shows how to mark a deal Delivered.
If required information is missing
Your dealership can require information before a deal becomes Delivered. If Autopilot identifies missing details, complete the listed information, save the changes and try again.
Read Approval rules for how these requirements work. Don’t record a delivery before the handover has actually happened.
Check the delivery date
Changing the status to Delivered records the delivered date. Open Shipping and look under Delivery timing for Delivered on to check it.
If the deal was handed over earlier and someone recorded Delivered later, correct Delivered on to the actual date where your access allows it. Follow the Override delivered date confirmation. This date can only be set while the deal is Delivered.
Review the record
Use Deal history to review the recorded changes after delivery. The deal page remains available for reviewing the customer, vehicle and supporting documents.