FAQ
This Frequently Asked Questions (FAQ) section is designed to provide quick, clear answers to common questions about using the Dealersip dealership management software. The FAQ covers frequently asked questions related to CRM usage, inventory management, sales processes, user roles and permissions, invoice settings, reports, and system configuration. These questions are based on real user behavior and common support requests, making this section a practical reference for both new users and experienced dealership staff.
How can I switch between dealerships?
If your subscription includes multiple dealerships, you have the convenience of managing them all with a single login. You can seamlessly switch between dealerships by clicking on the dealership name located in the sidebar header.
Auto Switching
Upon logging in, the system can automatically switch to the dealership you last accessed. To enable this feature, simply check the "Auto select on login" option in the dealership switch window.
Is there an RC verification or RC report option available in Dealersip?
Yes, RC Verification is available, but it is currently offered only in India. RC verification helps automatically fetch vehicle details or view a full RC report during purchase and sale processes.
Where You Can See the RC Number
- Purchase List (Inventory → Purchase): The RC number is displayed on every vehicle card.
- Purchase Entry/Edit Window: The RC number input appears above the Model & Trim/Variant list. Two links—Fill and Rpt—appear next to it. Clicking:
- Fill will auto-fill the purchase form with vehicle details from the government database.
- Rpt will open the complete RC report for verification.
- Sales List (Inventory → Sales): The RC number is displayed on each vehicle card alongside other vehicle details.
Important Note
RC verification services can only be used if there is sufficient balance in your software wallet. Please ensure your wallet is funded before attempting to use Fill or Rpt functions.
What is a List Page or List View?
A List View is a screen that displays multiple records in a structured format, either as a table or as cards. It allows you to quickly view, edit, or delete entries across modules such as CRM, Inventory, Sales, Purchase, and Leads. List Views help you manage large amounts of data efficiently from a single screen. For more information please refer to this link.
How to remove sold vehicles from front website?
To remove a sold vehicle from your dealership website, update the vehicle’s status to Inactive or Draft in the Purchase List.
To do this, expand Inventory from the sidebar, click Purchase, locate the vehicle you want to remove, and click the Edit icon in the toolbar that appears when you hover over the vehicle card. Changing the status will immediately prevent the vehicle from appearing on your website.
Before removing a sold vehicle, it is important to consider the impact on search engine visibility. Removing vehicle pages too quickly can negatively affect your dealership’s search engine rankings. In many cases, keeping sold vehicle pages published with a clear “Sold” status can help maintain SEO value.
For detailed guidance on how sold inventory affects search engine optimization, please review the following sections before proceeding with removal:
How to Search Sales Records in Dealersip?
To find a vehicle sale record in Dealersip, expand Inventory from the sidebar and click Sales. This will open the Sales List view.
Once the Sales List page is open, click Search in the sidebar. You can start typing in the search box to quickly locate a sale, or use advanced filters to narrow results by vehicle details such as make, model, color, or other available criteria. This helps you find specific sales records quickly, even when managing a large volume of transactions.
How to Find Purchase Records in Inventory?
To find a vehicle purchase entry in Dealersip, expand Inventory from the sidebar and click Purchase. This will open the Purchase List view.
Once the Purchase List page is open, click Search in the sidebar. You can start typing in the search box to quickly locate a purchase entry, or use advanced filters to narrow results by vehicle details such as make, model, color, or other available criteria. This allows you to find specific purchase records quickly, even when managing a large volume of inventory.