Vehicle register

The Vehicle Register gives you a monthly view of vehicles on deals, based on their estimated delivery date. Use it to see what is expected in a month and review the customer, vehicle and progress details in one place.

This short video shows where to find the Vehicle Register and scrolls across its columns.

Open the Vehicle Register

You can open the register from either of these places, wherever you are in the workspace:

• Workspace navigation: open the Sales log menu—the table/grid icon on the left—then select Vehicle Register.
• Command Center: select the Autopilot icon in the bottom-right corner, search for Vehicle Register, then select it.

Use the month selector at the top to choose the month you want to review. A deal appears in the month of its estimated delivery date; this is different from viewing deals by the date they were sold or invoiced.

Find the vehicles you need

Use Search customer, vehicle… to narrow the list. On smaller screens, search is also available inside Filter.

• Group organises the register by salesperson, sales channel or department. Choose no grouping to see a single list.
• Filter narrows the list by salesperson, sales channel or department.
• Use Clear filters to remove the search and filters and return to the month’s full list.

The vehicle count and GP total at the top reflect the displayed list. GP is shown excluding GST, where your access allows it.

Read the register

Each row brings together the customer, salesperson, business manager, vehicle details and estimated delivery date. Stock status, Deal progress and Pipeline stage help you review where the vehicle and deal stand.

Select a column heading to sort the rows. Scroll horizontally to see the remaining columns, including pricing and other operational details. The columns you can see depend on your access.

Open or update a deal

Select the customer name to open the deal page.

Where your access allows editing, use the available field or dropdown controls to update information directly in the register. If you need more detail, open the deal page and work in the relevant section.

If a deal is missing

Check the selected month and clear any search or filters. Then check the deal’s estimated delivery date. A deal without an estimated delivery date will not appear in a monthly register.

Your access also determines which deals are visible.