Sale

The process for adding and editing a sale uses the same interface. The only difference is whether the form is opened empty or pre-filled with existing details.

• Click the + Sale button to open a blank sale entry form and record a new vehicle sale.
• Click the Edit icon on a sale card in the Sales list view to open the same form with all previously saved sale data pre-filled for editing.

This consistent experience allows you to easily manage both new sales and updates to existing ones.

The Dealer Buying Price is only visible to admin users. For non-admin users, this field is hidden to restrict access to sensitive financial details. Here's how it is calculated:

• If the Net Buying Price is entered (greater than zero) while recording a purchase for the selected vehicle, the system calculates the Dealer Buying Price as: Dealer Buying Price = Net Buying Price + Expenses

Expenses are the costs recorded in the Expense Grid during the purchase process.

The Trade-In Value input is only populated if a trade-in vehicle is selected during the sale process. This value is always equal to Net Buying Price. It does not include expenses recorded in the Expense Grid in the purchase window.

This ensures that the Trade-In Value reflects the base purchase price of the trade-in vehicle without additional adjustments.

Hello {{customer_name}},

Congratulations on your recent vehicle purchase! We are thrilled that you chose {{dealership_name}} for your automotive needs, and we hope you are enjoying your new ride.

Our team is dedicated to providing an exceptional experience for every guest, and your feedback is incredibly important to us. If you have a moment, we would greatly appreciate it if you could share your experience by leaving a review on our Google page.

Your feedback is important to us, and we’d love to hear how we did. Would you mind taking 30 seconds to leave us a quick review on Google?

Leave a Review

Thank you for your trust and support. It truly means a lot to us.

Wishing you many happy miles ahead,
The {{dealership_name}} Team
{{dealership_phone}}

Taxes are calculated on the Net Sale Amount (excluding the Trade-In Value) after deducting any discounts. The tax structure and calculations may vary depending on the country and region (province or state). Please contact your account manager to configure tax calculations according to your local tax requirements.

Special Case

If taxes are calculated on the margin, then entering the Net Buying Price is mandatory when recording a purchase. In this scenario:

• Dealer Buying Price can be determined through reverse calculations using the tax amount.
• If you prefer not to expose your buying price under any circumstances, you will need to forego profit tracking.
• For users who do not wish to track profits or taxes, the Dealer Buying Price can be set equal to the Sale Amount. This approach results in:
• A margin of zero.
• No taxes applied.

A Trade-In Vehicle refers to a vehicle that a customer sells to your dealership while purchasing another vehicle from you.

How It Works

• Enter the trade-in vehicle details in the Trade-In input field during the sale process.
• When a trade-in vehicle is selected, the software automatically fills in the seller details based on the original purchase record.
• The seller information is locked and cannot be edited manually in this case.
• The trade-in vehicle’s value is automatically deducted from the total gross amount (before taxes).

The Check List in the Sales module helps you to manage post-sale activities and ensure no step is missed during the sales process.

Use Case Example

• Create tasks for actions like collecting final payment, delivering the vehicle, or completing documentation.

Creating and Managing Check Items

Every individual task in check list is called a check item.

• Open the sale record in Add New mode.
• Click on the Manage Check List link at the bottom of list to create or update tasks. Please note that Manage Task List option is not accessible when you open a sales entry in edit mode. In Edit mode Check List window shows this message "Managing check lists not allowed in edit mode."
• If the link is not visible, scroll down — it appears at the end of the task list.

We do not recommend removing sold vehicles from your website. Keeping sold vehicle listings online offers multiple benefits, both for SEO and for generating new leads. Here is why:

1. Preserve Search Engine Rankings: Search engines like Google and Bing index your vehicle listing pages and cache direct links to each vehicle's detail page. If you remove a sold vehicle, the link becomes broken. When users click on that link from search results, they will encounter an error. This is a leading cause of a negative impact on your website's search engine ranking.
2. Leverage Existing Traffic: Some of your vehicle detail pages may rank highly in search results. These sold vehicle listings are often a top source of traffic to your website. When a visitor lands on a sold vehicle's page, your website can display similar available vehicles below the details. This provides a valuable opportunity to showcase your current inventory to an interested prospect. Dealersip automatically shows similar vehicles on vehicle detail page.
3. Builds Buyer Trust: Displaying sold vehicles shows that vehicles on your portal are actively being sold. This builds credibility and reassures prospects that your website is trusted by real buyers. Do not overlook this; it's the primary reason that convinces users return to your website and directly enhances search engine rankings.
4. Improves User Engagement: Sold vehicles can act as reference points. Visitors may browse the details to compare pricing, mileage, or features, and then explore other available options on your portal.
5. Enhances SEO Signals: The longer pages remain active, the stronger their SEO value becomes. Removing them resets that value, but retaining them ensures long-term benefits from backlinks and accumulated search authority.

Some customers suggest moving sold inventory to the bottom of the main list or into a separate section. However, we do not recommend creating a separate "Sold" section, or moving sold inventory to the bottom of the main list unless you consistently have a very large inventory (e.g., over 100 vehicles in stock). For most dealers, we strongly advise showing sold vehicles at random places withing your active listings. Here’s why:

Key Benefits of Integrating Sold Inventory:

• Builds Social Proof & Trust: This is your most powerful advantage. A healthy mix of sold vehicles provides undeniable proof that your dealership is active and successful. It shows potential buyers that others have trusted you with their purchase, a powerful psychological trigger that builds credibility instantly.
• Creates a Sense of Urgency: Seeing that desirable models have recently sold encourages hesitant buyers to act more quickly on the next vehicle they like, fearing it might also be sold soon.
• Showcases Your Inventory Volume: It demonstrates the wide variety and volume of vehicles you handle. A customer might see a sold truck and think, "They get great inventory in here. I should keep watching their listings for what I want."

For the best results, use Dealersip to clearly mark sold vehicles with a "SOLD" badge while keeping them mixed into your main inventory. This strategy leverages all the benefits above without confusing shoppers.

Important Advisory: We strongly advise against removing sold vehicles from your website, as it can seriously impact your search engine rankings. This is especially critical for dealerships with fewer than 100 vehicles in stock.

Please review the following sections before proceeding with removal:

1. Should you remove sold vehicles from your website?
2. Should you show sold inventory in a separate section?

Our recommended best practice is to simply add a clear "SOLD" tag or badge to the vehicle's listing. This maintains your SEO value while accurately showcasing your inventory status to customers.

If You Still Wish to Remove Sold Vehicles

If you have decided to proceed with removal, please follow these steps:

1. From the main sidebar, navigate to Inventory and click on Purchase.
2. Locate the sold vehicle and change its status to "Inactive" or "Draft".
3. Save the changes. This will immediately remove the vehicle from the public-facing website.

The Stock List report displays all vehicles that are currently in stock. It functions similarly to the Purchase Register report, but with one key difference, it includes only those vehicles that are still unsold and available in inventory.

Understanding Stock Value in the Stock List Report

At the bottom of the Stock List report, you’ll see the total Stock Value, which gives you an overview of your inventory's worth. The stock value is calculated based on the filters currently applied to the report (e.g., vehicle type, date range).

Types of Stock Values

1. Cost-Based Stock Value: This is calculated by adding all expenses (like repair costs, transport, etc.) to the buying price of each vehicle.
2. Selling Price-Based Stock Value: This is calculated by taking the average of the minimum and maximum selling price for each vehicle.
   Formula: (Minimum Selling Price + Maximum Selling Price) / 2

Filtered Stock Value

The displayed stock value dynamically changes based on the filters you apply. For example, if you filter by vehicle type as Used and select a specific date range, the report will show stock value only for used vehicles added within that range.

Why is Selling Price-Based Stock Value Calculated Using the Average?

When both a minimum and maximum selling price are entered for a vehicle, the exact final selling price is not yet known. Some vehicles may sell at the minimum price, some at the maximum, and many somewhere in between. To fairly estimate the potential selling-price-based-stock-value from unsold stock, the system takes the average of the minimum and maximum values.

This approach provides a balanced and realistic projection of what your inventory might earn, without overestimating or underestimating its value.