Admin

The Admin module is the control center of the DMS (Dealership

Management System). It gives administrators a clear dashboard to
monitor key business metrics in real time—like sales, revenue, leads,
inventory, services, and regional performance. Admins can quickly switch
views between timeframes (last day, week, month, or year) and track
trends using graphs and statistics.
It also supports:
 Sales analytics over 5 years
 Inventory tracking by variant
 Lead status breakdown
 Service progress
 Sales by geographical area
Overall, the Admin module helps businesses make smarter decisions by
showing everything important in one easy-to-use dashboard.

1. Dashboard
The DMS Dashboard is your all-in-one view for tracking dealership
performance in real time. Once logged in as an admin, you can instantly
see key business metrics like total sales, revenue, leads, inventory,
service activity, and area-wise performance.
You can filter data by timeframes (last day, week, month, or year) and
view trends with visual graphs, including 5-year sales analysis. It also
breaks down your data by lead status, vehicle stock levels, service
progress, and even shows which areas are driving the most sales. With
this module, you get a clear snapshot of your dealership’s health—helping
you make faster, smarter business decisions.

1.1 Key Features

What the DMS Admin Dashboard Shows
Once you log in as an administrator to the DMS, you'll be presented with
the dashboard. This powerful tool provides a quick and comprehensive
look at your key business metrics.
You can easily adjust the timeframe for the displayed information by
clicking on dedicated buttons:
 Last 24 Hours: See your business performance for the past day.
 Last Week: View how much business you've conducted over the
last seven days.
 Last Month: Get insights into your performance for the previous
month.
 Last Year: Understand your business trends over the past year.
A. Key Business Metrics
The dashboard features dedicated widgets for tracking crucial business
metrics, presented with clear numbers and insights into growth or decline:
 Total Revenue: The total income generated.
 Total Sales: The total number of sales made.
 Total Leads: The total number of potential customers.
 Total Variant in Number: The total count of different vehicle
configurations.
For each of these metrics, you can see:
 Business growth or decline by percentage: A clear indication of
how much your business has grown or shrunk within the selected
timeframe (last 24 hours, last week, last month, or last year).
 Total amount gained: The actual monetary or numerical gain
within the selected timeframe.

B. Sales Over the Last 5 Years

This is a powerful visual analytics tool that allows you to track your
dealership's sales performance over a five-year period. It's presented as a
graph, making it easy to identify:
 Trends: Long-term patterns in your sales.
 Seasonal patterns: How sales fluctuate throughout the year.
 Growth opportunities: Areas where you can potentially increase
sales.
You have control over the data displayed:
 A dropdown menu allows you to select specific years.
 Choose "Show All" to view the sales graph for all five years
simultaneously.
 Select individual years (e.g. 2021, 2022, 2023, 2024) from the
dropdown to focus on that particular year's sales performance.

C. Total Leads
This section provides a quick overview of your sales pipeline, focusing on
the number of potential customers. It breaks down your leads into distinct
categories:
 Total Leads: The overall number of potential customers.
 New Leads: Recently acquired potential customers.
 Ongoing Leads: Potential customers currently being nurtured
through the sales process.
 Closed Leads: Leads that have either resulted in a sale or have
been deemed no longer viable.
D. Logistics
This widget gives you a quick overview of your vehicle inventory and
movement:
 Total Sold: The total number of vehicles that have been sold.
 Total Purchased: The total number of vehicles acquired by the
dealership.
 In-Stock: The current number of vehicles available for sale.
 Out of Stock: The number of vehicles that are currently
unavailable.

E. Variant
This section categorizes inventory by model variants such as trim levels,
engines, or features offering insights into which configurations are selling
well, underperforming, or need promotion. It displays the total number of:
 Ordered Vehicles: Vehicles that have been ordered from the
manufacturer.
 Delivered Vehicles: Vehicles that have arrived at the dealership.
 Pending Vehicles: Vehicles that are on order but not yet delivered.
 Out of Stock: Specific variants that are currently unavailable.
F. Service
This section is designed to help you streamline workflows, track
performance, and improve customer satisfaction within your service
department. It displays the number of:
 New Services: New service requests or appointments.
 Service Completed: Services that have been successfully finished.
 Pending Service: Services that are currently in progress or
awaiting completion.
 Total Services: The overall number of services handled.
G. Sales by Area
This metric provides a geographical breakdown of your vehicle sales
performance. It allows you to analyze sales by regions, ZIP codes, or
specific market areas. This information is invaluable for identifying:
 High-performing regions: Areas where your sales are strongest.
 Untapped markets: Regions with potential for growth that you
haven't fully explored.
 Local demand trends: What types of vehicles are popular in
specific locations.
The dashboard visually represents these areas in different colors. You can
control the level of detail displayed through a dropdown menu:
 Show All: Displays sales for all available areas.
 50, 100, 150: These numbers indicate the number of vehicle sales
displayed in different areas, allowing you to focus on top-performing
locations or a broader overview.

2. Onboard Management
The Onboard Management section in the Quantique DMS is where
authorized Admin users (Quantique representatives) can register new
business partners either Customers (OEMs) or Agents onto the platform.
Instead of adding each user manually in different places, this central
process lets you easily input key partner details, upload necessary
documents, and assign access modules like Sales or Service.

2.1 Onboard
The Onboarding section within the Quantique DMS (Dealership
Management System) is a privileged area, strictly reserved for Quantique
Administrators.
To access this section, a Quantique Administrator must log in using their
admin credentials. The Administrator is a designated Quantique
representative who holds the responsibility for onboarding new OEMs
(Original Equipment Manufacturers) as customers and Agents onto
the Quantique DMS platform.
A. Accessing the Onboarding Section
1. Sign in to the Quantique DMS using your Administrator
credentials.
2. From the Onboarding Management menu, select Onboarding.
3. The Onboarding Management page opens.
4. Click the Add Partner button to begin the onboarding process.

B. Add New Business Partner

The Add New Business Partner page allows you to onboard either a
Customer (OEM) or an Agent. The page includes two options:
 Customer
 Agent
By default, the Customer option is selected.
Note: -When logged in as an admin, the Business Partner Type
field is auto-populated as OEM and cannot be changed.

1. Fill in the required details:

 Business Partner Name
 Contact Number
 Email Address
 Business Partner Address
 PIN Code (City, State, and Country fields auto-populate based on
PIN)
 GST Number
 Status (Active/Inactive)

Note: - The Action field defaults to New.

 2. Click Submit.
3. A confirmation dialog appears: "Do you want to create this
record?"
 Click Yes to proceed.
 Click No to cancel.
4. Upon successful submission, a confirmation message appears. Click
OK.
5. The newly added customer will now appear in the Customer List
under Onboarding Management.
C. Adding an Agent
1. On the Add New Business Partner page, select the Agent option.
2. Fill in the required details:
 Business Partner Name
 Contact Number
 Email Address
 Business Partner Address
 PIN Code (City, State, and Country fields auto-populate based on
PIN)
 GST Number
 Status (Active/Inactive)
Note: - The Action field defaults to New.

3. Click Submit.
A confirmation dialog appears: "Do you want to create this
record?"
 Click Yes to proceed.
 Click No to cancel.
4. Upon successful submission, a confirmation message appears. Click
OK.
5. The newly added Agent will now appear in the Customer List under
Onboarding Management.

D. Approving and Configuring the Customer (OEM)

Once a Customer or Agent has been added, follow the steps below to
configure their access and approve their account.
Configure Details
1. In the Customer List, locate the added record and click the Edit
button under the Action column.
2. The Update Business Partner page opens.
3. Scroll down to the Configuration section, enter details into the
following fields:
  Max Hierarchy Level (e.g., 5)
 Total Users (e.g., 5)
 User Prefix (e.g., QTM)
4. Scroll to Upload Document and Details section, upload the
following required documents:
 Aadhaar Card
 PAN Card
 Cancelled Cheque
 Agreement Copy
 Business License & Permits
 Environment Policy
Note: -The file must be in JPG, PNG, or PDF format and have a maximum size of 2MB.

5. From the Action dropdown, select Update.

6. Under Access Module, assign required modules (e.g., Admin, Pre-
Sales, Sales, Service, MIS Report, Logistics).
Note: -The OEM will only have access to the modules assigned
here.

7. Enter a Remark if necessary.

8. Click Submit.
A confirmation dialog appears: "Are you sure you want to
update?"
 Click Yes to confirm.
 Click No to cancel.
9. A success message appears. Click OK.
10. The updated customer will now appear in the Onboarding Approval
section.

2.2 Onboarding Approval

A. Steps to Approve an Onboarded Customer
1. In the Onboarding Management menu, select Onboarding Approval.
2. The Onboarding Approval page opens with a list of pending approvals.
3. Locate the Customer to be approved and click the Edit button under the Action
column.
4. Review and update any required fields.
5. Scroll to the Action dropdown and select Approve.
6. Click Submit.
 A confirmation dialog appears: "Are you sure you want to
update?"
 Click Yes to approve.
 Click No to cancel.

B. Email Notification to OEM

Once approved, an automated email is sent to the newly onboarded OEM.
The email contains the following message:

Subject: Welcome to DMS Portal

Body:
Dear [OEM Name],
Welcome to the DMS portal. Your account has been registered successfully.
Please click the link below to complete your profile details.
[Click Here]

When the OEM clicks the Click Here link, they are redirected to their
profile form. After verifying the information and clicking Submit, the
onboarding process is completed.

3. User Management
The User Management section in the Quantique DMS platform allows
Admins to manage user access, roles, and designations efficiently. It’s
divided into three main areas:
 Roles: Define what users can see and do. You can create roles like
Admin, Sales Executive, or Service Manager, assign them to specific
business partners (OEMs or dealers), and activate or deactivate
them as needed.
 Designations: Set up job titles and hierarchy levels (like Manager
or Area Head) for users within your organization.
 Users: Add individual user profiles by entering basic details like
name, contact, address, role, and designation. You can manage user
status, view all users, and search/filter them easily.
Together, these tools help you maintain proper access control and user
structure across your dealership network with just a few clicks.

3.1 Role
Roles define what permissions and access levels users have in the system
A. To add a new role:
1. In the User Management menu, select Role. The Role Management page appears.
2. On the Role Management page, select Add Role. The Add New Role page opens.
3. Enter the role details:
 Role Name: Type a descriptive name for the role.
  Description: Provide a brief explanation of what this role entails.
 Business Partner: From the dropdown menu, choose the relevant
business partner. This list includes all onboarded Original Equipment
Manufacturers (OEMs) and dealers.
 Status: Select Active or Inactive to set the role's current status.
4. Select Submit.
5. A confirmation dialog appears: "Are you sure you want to update?"
 Click Yes to approve.
 Click No to cancel.
6. If you select Yes, a "Role added successfully" message appears. Select OK.
The new role is now listed on the Role Management page and is
included in the All Roles, Active Roles, and Inactive Roles counts.

B. View and Search Roles

1. All created roles appear in the Role Management list.
2. You can filter roles by:
 All Roles
 Active Roles
 Inactive Roles

C. To search for a specific role:

1. Enter the role name in the Search bar.
2. Click Search.
3. Click Clear to reset the search.

3.2 User Designation

User designations define the hierarchical levels and job titles within your
organization.
A. To add a new user designation:
1. Go to the User Management menu and select User Designation.
2. On the Designation Management page, click Add Designation.
3. Fill in the following details:
 Business Partner: Select the appropriate business partner from
the dropdown.
 Designation Level: Choose a level from the available options (e.g.,
1 to 5).
 Designation Name: Enter the title or designation name.
 Description: Provide a short description of the designation.
 Status: Choose Active or Inactive.
4. Click Submit.
5. A confirmation dialog appears: Do you want to add this designation?
  Click Yes to create the designation.
 Click No to cancel.
6. If successful, a message appears: Designation added successfully. Click OK to
finish.

B. View and Search Designations

1. All designations are listed on the Designation Management page.
2. You can filter designations by:
 All Designations
 Active Designations
 Inactive Designations

C. To search for a designation:

1. Enter the designation name in the Search bar.
2. Click Search.
3. Click Clear to reset the search.

3.3 User
The User section allows you to create and manage individual user
accounts with their personal information and system access.
A. To add a new user profile:
1. Go to the User Management menu and select User.
2. On the User Management page, click Add User.
3. Complete the user details form:
 Business Partner: Select from the list of onboarded OEMs and
dealers.
 First Name and Last Name
 Email ID
 Date of Birth: Select from the calendar widget.
 Joining Date: Select from the calendar widget.
 Contact Number
 Address
 PIN Code: Enter the PIN code. The City, State, and Country fields
auto-populate based on the PIN code.
 Designation: Enter the user’s designation.
 Role: Select an appropriate role from the dropdown list.
 Status: Choose either Active or Inactive.
4. Click Submit.
5. A confirmation dialog appears: Do you want to add this user?
  Click Yes to confirm.
 Click No to cancel.
6. If successful, a message appears: User added successfully. Click OK to proceed.
B. View and Search Users
1. All users are listed on the User Management page.
2. You can filter users by:
 All Users
 Active Users
 Inactive Users
C. To search for a user:
1. Enter the designation or name in the Search bar.
2. Click Search.
3. Click Clear to reset the search

4. Dealer Management
The Dealer Management section in the Quantique DMS helps you
manage all dealer-related information in one place. It allows you to add
and maintain dealer profiles, map them with sales personnel, and
organize dealer branches, departments, business partner types, and RTO
(Regional Transport Office) details.
You can:
 Add dealers and link them to salespeople with key details like
contact info, GST, PAN, and credit status.
 Create departments such as Sales or Service to organize internal
teams.
 Manage dealer branches, including their contact details, location,
and tax information.
 Define business partner types (like Retail, Wholesale) to
categorize your network.
 Set up RTO offices relevant to vehicle registration and
compliance.
All lists are searchable and filterable by name, city, date, or status,
making it easy to find and manage records. This ensures a well-structured
dealer ecosystem and helps streamline operations across your dealership
network.

4.1 Dealer
This section allows you to add and manage individual dealer profiles,
including mapping sales personnel to specific dealers.
A. Adding a New Dealer
To add a new dealer:
1. In the Dealer Management menu, select Dealer. The Dealer
Management page appears.
2. Select Add Sales Person. The Add New Sales Person Master page
appears.
 3. Enter the following details:
 Dealer Code: The unique code provided by the dealer's
organization.
 Dealer Name: The name of the dealer.
 Sales Person Name: The name of the sales person to associate
with this dealer.
 Contact No.: The dealer's contact number.
 Dealer Address: The full address of the dealer.
 Email ID: The dealer's email address.
 Password: A password for the dealer's account.
 PAN No.: The dealer's Permanent Account Number.
 GST No.: The dealer's Goods and Services Tax number.
 Pin Code: The postal code. Entering a valid pin code will
automatically populate the City, State, and Country fields.
 Status: Select the radio button to set the dealer's status as Enabled
or Disabled.
 Credit Status: Select the checkbox if the dealer operates On Credit
or Partially Credit.
4. Select Submit.
The newly added dealer now appears in the Dealers List on the Dealer
Management page.

B. To view and search dealers

 The Dealer Management page displays the total number of dealers
under All Dealers, Active Dealers, and Inactive Dealers.
 To view dealers added within specific dates, select the From Date
and To Date using the calendar, then select Search. To clear the
date filter, select Clear.
 To search for dealers by city, select the city from the dropdown
menu and select Search. To clear the city filter, select Clear.
 To find a specific dealer, enter the dealer's name or any other detail
in the search bar and select Search.

4.2 Department
This section allows you to define and manage different departments
within your organization that interact with dealers.
A. To add a new department
1. In the Dealer Management menu, select Department. The
Department Management page appears.
2. Select Add Department. The Add New Department page appears.
3. Enter the following details:
 Department Name: A descriptive name for the department (e.g.,
"Sales," "Service," "Finance").
  Description: A brief explanation of the department's function.
 Status: Choose Active or Inactive to enable or disable the
department.
4. Select Submit. A confirmation message appears: "Are you sure you
want to create Department?"
5. To create the department, select Yes. To cancel, select No.
6. If you select Yes, a "Department added successfully" message
appears. Select OK.
The new department now appears in the Department list on the
Department Management page.

B. To view and search departments:

 The Department Management page displays key metrics for all
departments, including All Departments, Unit Sold, Revenue,
and Annual Revenue.
 To find a specific department, enter the department name in the
search bar and select Search. To clear the search, select Clear.

4.3 Dealer Branch

This section allows you to add and manage different branches associated
with your dealers.
A. To add a new dealer branch:
1. In the Dealer Management menu, select Dealer Branch. The
Dealer Branch Management page appears.
2. Select Add Dealer Branch. The Add New Dealer Branch page
appears.
3. Enter the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 Dealer Name: Choose the associated dealer from the dropdown
menu.
 Branch Name: The name of the dealer's branch.
 Dealer Branch Description: A brief description of the branch.
 Contact No.: The branch's contact number.
 Pin Code: The postal code. Entering a valid pin code will
automatically populate the Country, State, and City fields.
 Branch Address: The full address of the branch.
 Email Address: The branch's email address.
 TIN NO: The branch's Taxpayer Identification Number.
 PAN No.: The branch's Permanent Account Number.
 GST No.: The branch's Goods and Services Tax number.
 Status: Choose Active or Inactive to enable or disable the branch.
 4. Select Submit. A confirmation message appears: "Are you sure you
want to create Dealer Branch?"
5. To create the dealer branch, select Yes. To cancel, select No.
6. If you select Yes, a "Dealer Branch added successfully" message
appears. Select OK.
The new dealer branch now appears in the Dealer Branch list on the
Dealer Branch Management page.
B. To view and search dealer branches:
 The Dealer Branch Management page displays the total number of
branches under All Dealer Branches, Active Branches, and
Inactive Branches.
 To view branches added within specific dates, select the From Date
and To Date using the calendar, then select Search. To clear the
date filter, select Clear.
 To search for branches by city, select the city from the dropdown
menu and select Search. To clear the city filter, select Clear.
 To find a specific dealer branch, enter the branch name or any other
detail in the search bar and select Search. To clear the search,
select Clear.

4.4 Business Partner Type

This section allows you to categorize different types of business partners
within your system.
A. To add a new business partner type:
1. In the Dealer Management menu, select Business Partner Type.
The Business Partner Type Management page appears.
2. Select Add Business Partner Type. The Add New Business Partner
Type page appears.
3. Enter the following details:
 Business Partner Type Name: A descriptive name for the
business partner type (e.g., "Wholesale," "Retail," "Service
Provider").
 Description: A brief explanation of this business partner type.
 Status: Choose Active or Inactive to enable or disable the
business partner type.
4. Select Submit. A confirmation message appears: "Are you sure you
want to add Business Partner Type?"
5. To create the business partner type, select Yes. To cancel, select No.
6. If you select Yes, a "Business Partner Type added successfully"
message appears. Select OK.
The new business partner type now appears in the Business Partner Type
list on the Business Partner Type Management page.

B. To view and search business partner types:

 The Business Partner Type Management page displays metrics for
all business partner types, including All Business Partner Types,
Unit Sold, Revenue, and Annual Revenue.
 To find a specific business partner type, enter the type name in the
search bar and select Search. To clear the search, select Clear.
4.5 RTO
This section allows you to manage RTO details relevant to vehicle
registrations and other regional transport operations.
A. To add a new RTO:
1. In the Dealer Management menu, select RTO. The RTO
Management page appears.
2. Select Add RTO. The Add New RTO page appears.
3. Enter the following details:
 RTO Code: The unique code for the RTO.
 RTO Label: A descriptive label for the RTO.
 Group Code: The associated group code, if applicable.
 RTO City: The city where the RTO is located.
 State: Choose the State from the dropdown menu.
 City: Choose the City from the dropdown menu.
 Status: Choose Active or Inactive to enable or disable the RTO.
4. Select Submit. A confirmation message appears: "Are you sure you
want to add RTO?"
5. To create the RTO, select Yes. To cancel, select No.
6. If you select Yes, an "RTO added successfully" message appears.
Select OK.
The new RTO now appears in the RTO list on the RTO Management page.

B. To view and search RTOs:

 The RTO Management page displays the total number of RTOs
under All RTO, Active RTO, and Inactive RTO.
 To find a specific RTO, enter the RTO code or label in the search bar
and select Search. To clear the search, select Clear.

5. Campaign Management
The Campaign Management module helps you organize and track your
marketing efforts by allowing you to manage three key components:
Sources, Publishers, and Campaigns.
 Sources represent where your campaigns start (like Email, Social
Media, or Google Ads).
 Publishers are the platforms or partners (like Facebook or Google)
that run your campaigns within those sources.
 Campaigns are your actual marketing initiatives—like a festive sale
or new product launch that combine both source and publisher
information.
You can easily add, edit, activate/deactivate, and search these entries
from their respective sections. Each entry is linked to a business partner
(like an OEM or dealer), and the system provides filters and search tools
to manage everything efficiently.
This module ensures that your marketing activities are clearly
categorized, easy to monitor, and aligned with your business goals.

5.1 Source
Sources represent the origin or channel through which your campaigns
are initiated (e.g., "Social Media," "Email Marketing").
A. To add a new source:
1. In the Campaign Management menu, select Source. The Source
Management page appears.
2. Select Add New Source. The Add New Source page appears.
3. Enter the following details:
 Business Partner: Select the relevant business partner from the
dropdown menu.
 Source Name: A descriptive name for the source (e.g., "Google
Ads," "Facebook Organic").
 Description: A brief explanation of the source.
 Status: Choose Active or Inactive to enable or disable the source.
4. Select Submit. A confirmation message appears: "Are you sure you
want to add Source?"
5. To create the source, select Yes. To cancel, select No.
6. If you select Yes, a "Source added successfully" message appears.
Select OK.
The new source now appears in the Source list on the Source Management
page.
B. To view and search sources:
 The Source Management page displays the total number of sources
under All Sources, Active Sources, and Inactive Sources.
 To find a specific source, enter its name in the search bar and select
Search.
 To clear the search results, select Clear.

5.2 Publisher
Publishers are the entities or platforms that host your campaigns within a
given source (e.g., "Google," "Facebook" under the "Social Media" source).
A. To add a new publisher:
1. In the Campaign Management menu, select Publisher. The
Publisher Management page appears.
2. Select Add New Publisher. The Add New Publisher page appears.
3. Enter the following details:
 Publisher Name (Dropdown): Choose the publisher name from
the dropdown menu.
 Business Partner: Select the relevant business partner from the
dropdown menu.

 Source Name: Enter the name of the source associated with this
publisher.
 Publisher Name (Text Field): Enter the name of the publisher
(e.g., "Google," "Meta").
 Description: A brief explanation of the publisher.
 Status: Choose Active or Inactive to enable or disable the
publisher.
4. Select Submit. A confirmation message appears: "Are you sure you
want to add Publisher?"
5. To create the publisher, select Yes. To cancel, select No.
6. If you select Yes, a "Publisher added successfully" message appears.
Select OK.
The new publisher now appears in the Publisher list on the Publisher
Management page.
B. To view and search publishers:
 The Publisher Management page displays the total number of
publishers under All Publishers, Active Publishers, and Inactive
Publishers.
 To find a specific publisher, enter its name in the search bar and
select Search.
 To clear the search results, select Clear.

5.3 Campaign
Campaigns are specific marketing initiatives that combine a source and a
publisher to achieve a particular goal.

A. To add a new campaign:

1. In the Campaign Management menu, select Campaign. The
Campaign Management page appears.
2. Select Add New Campaign. The Add New Campaign page appears.
3. Enter the following details:

 Business Partner: Choose the relevant business partner from the

dropdown menu.
 Campaign Name: A unique and descriptive name for the campaign
(e.g., "Summer Sales 2025," "New Product Launch - Q3").
 Campaign Description: A brief explanation of the campaign's
objective and content.
 Source Name: Enter the name of the source for this campaign.
 Publisher Name: Enter the name of the publisher for this
campaign.
 Status: Choose Active or Inactive to enable or disable the
campaign.
4. Select Submit. A confirmation message appears: "Are you sure you
want to add Campaign?"
5. To create the campaign, select Yes. To cancel, select No.
6. If you select Yes, a "Campaign added successfully" message appears.
Select OK.
The new campaign now appears in the Campaign list on the Campaign
Management page.
B. To view and search campaigns:
 The Campaign Management page displays the total number of
campaigns under All Campaigns, Active Campaigns, and
Inactive Campaigns.
 To find a specific campaign, enter its name in the search bar and
select Search.
 To clear the search results, select Clear.

6. Product Management
The Product Management module allows you to create, organize, and
manage all the essential details about your products and their variations.
It covers everything from defining main products, sub-products, and
models to specifying attributes like fuel type, color, variant, seating
capacity, and even wheel configurations.
Here’s what you can do in this module:
 Add and manage Products with brochures, descriptions, and
active status.
 Define Sub-Products under main products for better
categorization.
 Assign Colors, Fuel Types, and Makes to each product.
 Create Models and Variants including pricing, images, and taxes.
 Set Discounts, upload details for related Items, and manage
Financers.

 Configure specifications such as Seating Capacity and Wheels for

every business partner’s product lineup.
Every section provides easy options to add, edit, search, filter, and
export data, making it user-friendly and efficient for handling a wide
range of product information in one place.

6.1 Product
The Product option is where you define your main products.
A. Adding a New Product
To add a new product:
1. Go to the Product Management menu and select the Product option.
The Product Management page will open.
2. Click on the Add Product button.
3. Fill in the following details:
 Product Name: The official name of your product.
 Description: Provide a detailed description of the product.
 Status: Choose Active or Inactive using the radio buttons to enable
or disable the product.
  Product Brochure: Upload a brochure for the product.
Note: -The file must be in JPG, PNG, PDF, or CSV format and have a
maximum size of 2MB.

4. Once done, click the Submit button.

B. Viewing and Searching for Products

After adding products, you can easily view and search for them:
 You'll see a count of All Products, Active Products, and Inactive
Products.
 To find a specific product, type its name into the search bar and
click Search. Click Clear to reset the search.
C. Editing an Existing Product
To make changes to an already added product:
 Find the product in the list and click the edit icon located under the
Action column.

6.2 Sub-Products
The Sub Product option lets you categorize products further by adding
sub-products.
A. Adding a New Sub-Product
To add a new sub-product:
1. From the Product Management menu, select the Sub Product option.
The Sub Product Management page will open.
2. Click on the Add Sub Product button.
3. Enter the following details:
 Choose Product Name: Select the main product this sub-product
belongs to from the dropdown menu.
 Name: The name of the sub-product.
 Description: A brief description of the sub-product.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button to save.

B. Viewing, Searching, and Exporting Sub-Products

You can manage your sub-products as follows:
 View a count of All Sub Products, Active Sub Products, and Inactive
Sub Products.
 To export a list of all added sub-products, click the Export button.
The list will download in .xlsx format.
 To search for a specific sub-product, type its name into the search
bar and click Search. Click Clear to clear the search.
C. Editing an Existing Sub-Product
To modify an existing sub-product:
 Locate the sub-product in the list and click the edit icon under the
Action column.

6.3 Colors
The Color option allows you to add and manage different colors for your
products.
A. Adding a New Product Color
To add a new product color:
1. From the Product Management menu, select the Colors option. The
Colors page will open.
2. Click on the Add Product Colors button.
3. Enter the following details:
 Product Color Name: The name of the color (e.g., "Red," "Midnight
Black").
 Description: A brief description if needed.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.
B. Viewing, Searching, and Exporting Product Colors
Manage your product colors:

 View a count of All Product Colors, Active Product Colors, and

Inactive Product Colors.
 To export the list of colors, click the Export button. The list will
download in .xlsx format.
 To search for a specific color, type its name into the search bar and
click Search. Click Clear to clear the search.

C. Editing an Existing Product Color

To edit an existing product color:
 Find the color in the list and click the edit icon under the Action
column.
6.4 Fuel Type
The Fuel Type option under the Product Management module allows you
to add, manage, and edit different types of fuels associated with vehicles
or machinery in your system.
A. Adding a New Fuel Type
To add a new fuel type:
1. From the Product Management menu, select Fuel Type. The Fuel Type
Management page opens.
2. Click the Add Fuel Type button.

3. Enter the following details:

 Business Partner: Select a business partner from the dropdown
menu.
 Fuel Name: Enter the name of the fuel type (e.g., Petrol, Diesel,
Electric).
 Description: Provide a short description of the fuel type.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.
Once submitted, a confirmation message appears and the new fuel type is
added to the system.

B. Viewing and Searching Fuel Types

You can view and manage all fuel types from the Fuel Type Management
page.
View a count of:
 All Fuel Types
 Active Fuel Types
 Inactive Fuel Types
To find a specific fuel type:
1. Enter the name of the fuel type in the Search bar.
2. Click Search.
3. Click Clear to remove the search filter and view the full list again.

C. Editing an Existing Fuel Type

To edit an existing fuel type:
1. Locate the fuel type in the list on the Fuel Type Management page.
2. Click the Edit icon under the Action column.
3. Update the necessary fields.
 4. Click Submit to save your changes.

6.5 Makes
The Make (manufacturer or brand) option is for adding and organizing
product manufacturers or brands.
A. Adding a New Make
To add a new make:
1. From the Product Management menu, select the Make (manufacturer
or brand) option. The Make Management page will open.
2. Click on the Add Product Make button.

3. Enter the following details:

 Choose Product Name: Select the main product this make is
associated with from the dropdown menu.
 Sub Product Name: Enter the name of the sub-product.
 Make Name: The name of the manufacturer or brand.
 Description: A description of the make.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.

B. Viewing, Searching, and Exporting Makes

Manage your product makes:
 View a count of All Makes, Active Makes, and Inactive Makes.
 To export the list of makes, click the Export button. The list will
download in .xlsx format.
 To search for a specific make, type its name into the search bar and
click Search. Click Clear to clear the search.
C. Editing an Existing Make
To edit an existing make:
 Find the make in the list and click the edit icon under the Action
column.

6.6 Models
The Model option lets you define specific models for your products.
A. Adding a New Model
To add a new model:
1. From the Product Management menu, select the Model option. The
Model Management page will open.
2. Click on the Add Model button.
3. Enter the following details:
 Choose Product Name: Select the main product from the dropdown
menu.
 Sub Product Name: Enter the name of the sub-product.
 Make Name: Enter the name of the manufacturer or brand.
 Model Name: The specific model name.
 Description: A description of the model.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.

B. Viewing, Searching, and Exporting Models

Manage your product models:
 View a count of All Models, Active Models, and Inactive Models.
 To export the list of models, click the Export button. The list will
download in .xlsx format.
 To search for a specific model, type its name into the search bar and
click Search. Click Clear to clear the search.
C. Editing an Existing Model
To edit an existing model:
 Find the model in the list and click the edit icon under the Action
column.

6.7 Variants
The Variant option is where you define specific versions or configurations
of your products.
A. Adding a New Variant
To add a new variant:
1. From the Product Management menu, select the Variant option. The
Variant Management page will open.
2. Click on the Add Variant button.
3. Enter the following details:
 Choose Product: Select the main product from the dropdown menu.
 Model: Select the model from the dropdown menu.
 Battery Variant: Enter details about the battery variant, if
applicable.
 Model Color: Choose the color of the model from the dropdown
menu.
 State: Enter the state (likely referring to a regional setting or
specific state for pricing).
 Price: The selling price of this variant.
 Dealer Price: The price for dealers.
 Tax ID: Select the appropriate tax ID from the dropdown menu.

 Variant Description: A detailed description of this specific variant.

 Warranty: Choose the warranty period from the dropdown menu.
 Product Image: Upload an image for the variant.
Note: - The file must be in JPG, PNG, or PDF format and have a
maximum size of 2MB.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.

B. Viewing, Searching, and Exporting Variants

Manage your product variants:
 View a count of All Variants, Active Variants, and Inactive Variants.
 To export the list of variants, click the Export button. The list will
download in .xlsx format.
 To search for a specific variant, type its details into the search bar
and click Search. Click Clear to clear the search.
C. Editing an Existing Variant
To edit an existing variant:
 Find the variant in the list and click the edit icon under the Action
column.

6.8 Discounts
The Discount option allows you to set up and manage discounts for your
products.
A. Adding a New Discount
To add a new discount:
1. From the Product Management menu, select the Discount option. The
Discount Management page will open.
2. Click on the Add Discount button.
3. Enter the following details:
 Product Name: Choose the product from the dropdown menu.
 Variant Name: Select the variant name from the dropdown menu.
Note: - When you select the variant, related details like Sub-product
Name, Make Name, Model, Fuel, Vehicle Color, and Ex-Showroom
Price will automatically appear.

 Discount Type: Choose the type of discount from the dropdown

menu (e.g., percentage, fixed amount).
 Discount: Enter the discount value.
 Discount from Date: Select the start date for the discount.
 Discount to Date: Select the end date for the discount.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.

B. Viewing, Searching, and Exporting Discounts

Manage your product discounts:
 View a count of All Product Discounts, Active Product Discounts, and
Inactive Product Discounts.

 To export the list of discounts, click the Export button. The list will
download in .xlsx format.
 To search for a specific discount, type its details into the search bar
and click Search. Click Clear to clear the search.
C. Editing an Existing Discount
To edit an existing discount:
 Find the discount in the list and click the edit icon under the Action
column.

6.9 Items
The Item option is for adding and managing individual items related to
your products, such as accessories or specific components.
A. Adding a New Item
To add a new item:
1. From the Product Management menu, select the Item option. The
Item Management page will open.
2. Click on the Add Item button.
3. Enter the following details:
 Model: Choose the relevant model from the dropdown menu.
 Variant Name: Select the variant name from the dropdown menu.
 Color: Choose the color from the dropdown menu.
 Item Name: The name of the item.
 Item Type: Select the item type from the dropdown menu.
 Item Code: A unique code for the item.
 Purchase Price: The price at which you purchase the item.
 Selling Price: The price at which you sell the item.
 Warranty: Choose the warranty period from the dropdown menu.
 Item Category: Select the item category from the dropdown menu.
 Tax ID: Choose the appropriate tax ID from the dropdown menu.
 HSN Code: Choose the HSN Code from the dropdown menu.
 Unit: Select the unit of measurement from the dropdown menu.
 Upload a file: Upload a file related to the item.
Note: - The file must be in JPG, PNG, or PDF format and have a
maximum size of 2MB.

 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.
B. Viewing, Searching, and Exporting Items
Manage your product items:
 View a count of All Product Items, Active Product Items, and Inactive
Product Items.
 To export the list of items, click the Export button. The list will
download in .xlsx format.
 To search for a specific item, type its details into the search bar and
click Search. Click Clear to clear the search.

C. Editing an Existing Item

To edit an existing item:
 Find the item in the list and click the edit icon under the Action
column.

6.10 Financer
The Financer option in the Product Management module allows
administrators to add, manage, and organize product financing partners
(financiers) associated with various business partners.
A. Adding a New Financer
To add a new financer:
1. From the Product Management menu, select Financer. The Financer
Management page opens.
2. Click the Add Financer button.
3. Enter the following details:
 Business Partner: Select a business partner from the dropdown
list.
 Financer Name: Enter the name of the financer.
 Description: Provide a brief description of the financer.
 Status: Set the status to Active or Inactive using the radio buttons.
4. Click the Submit button.

B. Viewing and Searching Financers

Manage and search financers efficiently:
View the total number of:
 All Product Financers
 Active Product Financers
 Inactive Product Financers
To search for a specific financer:
 Enter the Financer Name into the search bar and click Search.
 To reset the search, click Clear.
C. Editing an Existing Financer
To edit an existing financer:
 Locate the financer in the list on the Financer Management page.
 Click the Edit icon in the Action column.
 Update the necessary fields and click Submit to save changes.

6.11 Seating Capacity

The Seating Capacity section allows you to define, manage, and
categorize seating capacity options associated with different business
partners and products.
A. Adding a New Seating Capacity
To add a new seating capacity:
1. From the Product Management menu, select Seating Capacity. The
Seating Capacity Management page will open.
2. Click the Add Seating Capacity button.
3. On the Add New Seating Capacity form, enter the following details:
 Business Partner: Select the relevant business partner from the
dropdown list.
 Seating Capacity: Enter the number of seats (for example, 2, 5, 7,
etc.).
 Description: Provide a short description (optional).
 Status: Select Active or Inactive by using the radio button.
4. Click the Submit button.
Once submitted, a confirmation message appears, and the seating
capacity is added to the list.

B. Viewing and Searching Seating Capacities

Manage your seating capacity entries easily:
View totals for:
 All Seating Capacities
 Active Seating Capacities
 Inactive Seating Capacities
To search for a specific entry:
5. Type the Seating Capacity value (e.g., 5 Seater) in the search bar.
6. Click Search to view results.
7. Click Clear to reset the search filter.

C. Editing an Existing Seating Capacity

To update an existing seating capacity entry:
1. On the Seating Capacity Management page, locate the entry in the
list.
 2. Click the Edit icon under the Action column.
3. Modify the required fields.
4. Click Submit to save your changes.
A confirmation message will appear once the update is successful.

6.12 Wheels
The Wheels section under Product Management allows you to add,
view, manage, and update the number of wheels associated with a
product configuration for a selected business partner.
A. Adding New Wheels
To add new wheel details:
1. From the Product Management menu, select Wheels.
The Wheels Management page opens.
2. Click the Add Wheels button.
3. On the Add Wheels page, enter the following information:
 Business Partner: Select the appropriate business partner from
the dropdown menu.
 No. of Wheels: Enter the number of wheels (e.g., 2, 4, 6).
 Description: Provide a brief description of the wheel configuration.
 Status: Select Active or Inactive using the radio buttons.
4. Click the Submit button to save the new entry.
A success message will confirm that the new wheel entry has been added.

B. Viewing and Searching Wheels

Manage and view your wheel entries:
View total counts for:
 All Wheels
 Active Wheels
 Inactive Wheels
To search for a specific wheel configuration:
1. Enter the wheel description or name into the Search bar.
2. Click Search.
3. To reset the search and view all entries, click Clear.

C. Editing an Existing Wheel Entry

To edit wheel information:
1. Locate the wheel entry you want to update in the list on the Wheels
Management page.
2. Click the Edit icon under the Action column.
 3. Update the required details.
4. Click Submit to save changes.
A confirmation message will appear once the wheel details have been
successfully updated.

7. Bulk
The Bulk Upload feature allows you to quickly add multiple records to
the system using an Excel template. This is useful when importing large
sets of master data, such as products or models.
A. Preparing Your Data for Bulk Upload
To prepare your data for bulk upload, follow these steps:
1. In the navigation menu, select Bulk. The Bulk Management page
opens.
2. On the Bulk Management page, specify the type of data you want
to upload:
 From the Master Parent dropdown menu, select the main category
(e.g., Product Management).
 From the Child Master dropdown menu, select the specific sub-
category within the parent (e.g., Model).
3. Select Download File Sample. This will download an Excel template
to your computer.
4. Open the downloaded Excel file.
5. Enter the data you want to upload into the corresponding columns in
the Excel file. For example, if you're uploading models, you might
enter model numbers like "50," "60," "70," and so on.
6. Save the Excel file to your computer.

B. Uploading Your Data

After preparing your Excel file, you can upload your data:
1. Return to the Bulk Management page.
2. In the Bulk Upload section, select the option to upload your saved
Excel file.
3. Select Submit.

C. Verifying Your Upload

To verify that your data has been successfully uploaded:
1. Navigate to the relevant section where your data should appear (e.g.,
if you uploaded models under Product Management, go to Product
Management).
2. Select the corresponding option (e.g., Model).
3. You should now see the information from your uploaded Excel file
added to the list.
8. Lead Management
The Lead Management module helps you organize and track sales leads
efficiently by setting up key attributes like Lead Priority, Lead Status,
Actions Taken, and Actions To Be Taken. You can define how
important a lead is, monitor its current stage, log completed actions (like
calls or emails), and plan future steps (like follow-ups or meetings). This
setup helps teams stay on top of every lead and ensures a smooth sales
journey from start to finish.

8.1 Lead Priority

A. Add a Lead Priority
1. In the Lead Management menu, select Lead Priority. The Lead
Priority Management page appears.
2. Select Add Lead Priority. The Add Lead Priority page appears.
3. Fill in the following details:
 Business Partner: Choose a business partner from the dropdown
menu.
 Lead Priority Name: Enter a descriptive name for the lead priority
(e.g., "High," "Medium," "Low").
 Description: Provide a brief explanation of this priority.
 Status: Select Active or Inactive.
4. Select Submit. A confirmation message, "Are you sure you want to
Add Lead Priority?" appears.
5. To create the lead priority, select Yes. A "Lead Priority added
successfully" message appears. Select OK. To cancel, select No.

B. View and Manage Lead Priorities

After adding, the new lead priority appears in the Lead Priority list on
the Lead Priority Management page. You can view:
 All Lead Priority: The total number of lead priorities.
 Active Lead Priority: The number of active lead priorities.
 Inactive Lead Priority: The number of inactive lead priorities.

C. Search for a Lead Priority

1. In the search bar, enter the Lead Priority Name you want to find.
2. Select the Search button.
3. To clear the search results, select the Clear button.

D. Edit a Lead Priority

1. To edit an existing lead priority, select the Edit icon in the Action
column.
8.2 Lead Status
The Lead Status feature helps track the current state or stage of a lead
(e.g., New, Contacted, Qualified).
A. Add a Lead Status
1. In the Lead Management menu, select Lead Status. The Lead
Status Management page appears.
2. Select Add Lead Status. The Add Lead Status page appears.
3. Fill in the following details:
 Business Partner: Choose a business partner from the dropdown
menu.
 Name: Enter a descriptive name for the lead status (e.g., "New,"
"Contacted," "Qualified," "Closed Won").
 Description: Provide a brief explanation of this status.
 Status: Select Active or Inactive.
4. Select Submit. A confirmation message, "Are you sure you want to
Add Lead Status?" appears.
5. To create the lead status, select Yes. A "Lead Status added
successfully" message appears. Select OK. To cancel, select No.

B. View and Manage Lead Statuses

After adding, the new lead status appears in the Lead Status list on the
Lead Status Management page. You can view:
 All Lead Status: The total number of lead statuses.
 Active Lead Status: The number of active lead statuses.
 Inactive Lead Status: The number of inactive lead statuses.

C. Search for a Lead Status

1. In the search bar, enter the Lead Status you want to find.
2. Select the Search button.
3. To clear the search results, select the Clear button.

D. Edit a Lead Status

1. To edit an existing lead status, select the Edit icon in the Action
column.
8.3 Action Taken
Record actions already performed on a lead using the "Action Taken"
feature.
A. Add an Action Taken
1. In the Lead Management menu, select Action Taken. The Action
Taken Management page appears.
2. Select Add Action Taken. The Add Action Taken page appears.
3. Fill in the following details:
 Business Partner: Choose a business partner from the dropdown
menu.
 Name: Enter a descriptive name for the action (e.g., "Initial Call,"
"Email Sent," "Demo Scheduled").
 Description: Provide a brief explanation of this action.
 Status: Select Active or Inactive.
4. Select Submit. A confirmation message, "Are you sure you want to
Add Lead Priority?" appears.
5. To create the action, select Yes. An "Action Taken added
successfully" message appears. Select OK. To cancel, select No.

B. View and Manage Actions Taken

After adding, the new action appears in the Action Taken list on the
Action Taken Management page. You can view:
 All Records: The total number of actions taken.
 Active Records: The number of active actions taken.
 Inactive Records: The number of inactive actions taken.

C. Search for an Action Taken

1. In the search bar, enter the Action Taken you want to find.
2. Select the Search button.
3. To clear the search results, select the Clear button.

D. Edit an Action Taken

1. To edit an existing action taken, select the Edit icon in the Action
column.

8.4 Action to Be Taken

Plan future actions for a lead using the "Action to Be Taken" feature.
A. Add an Action to Be Taken
1. In the Lead Management menu, select Action to Be Taken. The
Action to Be Taken Management page appears.
2. Select Add Action to Be Taken. The Add Action to Be Taken
page appears.
 3. Fill in the following details:
 Business Partner: Choose a business partner from the dropdown
menu.
 Name: Enter a descriptive name for the action (e.g., "Follow-up
Call," "Send Proposal," "Schedule Meeting").
 Description: Provide a brief explanation of this action.
 Status: Select Active or Inactive.
4. Select Submit. A confirmation message, "Are you sure you want to
Add Action to Be Taken?" appears.
5. To create the action, select Yes. An "Action to Be Taken added
successfully" message appears. Select OK. To cancel, select No.

B. View and Manage Actions to Be Taken

After adding, the new action appears in the Action to Be Taken list on
the Action to Be Taken Management page. You can view:
 All Records: The total number of actions to be taken.
 Active Records: The number of active actions to be taken.
 Inactive Records: The number of inactive actions to be taken.

C. Search for an Action to Be Taken

1. In the search bar, enter the Action to Be Taken you want to find.
2. Select the Search button.
3. To clear the search results, select the Clear button.

D. Edit an Action to Be Taken

1. To edit an existing action to be taken, select the Edit icon in the
Action column.

9. Logistic Management
The Logistic Management module helps you organize and maintain key
backend settings that support your business operations. It allows you to
set up and manage details like supported languages, tax rates, units of
measurement, vendor types, payment terms, warranties, HSN codes, and
vendors. These settings ensure that your logistics processes like inventory
handling, vendor onboarding, and payment configurations run smoothly
and accurately. By defining all these components in one place, businesses
can streamline operations and maintain consistent data across the
system.
9.1 Languages
Manage the languages supported within your system.
A. Add a Language
1. From the Logistic Management menu, select Languages. The
Languages Management page opens.
2. Select Add Languages.
3. Enter the Language name (e.g., "English," "Spanish").
4. Enter a Description for the language.
5. Select the Active or Inactive radio button to set the status.
6. Select Submit.
B. View and Manage Languages
On the Languages Management page, you can see a summary of your
languages:
 All Languages: Total number of languages.
 Active Languages: Number of active languages.
 Inactive Languages: Number of inactive languages.
C. Search for a Language
1. In the search bar, enter the Language you want to find.
2. Select Search.
3. To clear the search, select Clear.
D. Edit a Language
1. To edit an existing language, select the Edit icon in the Action
column.

9.2 Taxes
Configure tax rates applicable to your logistics operations.
A. Add a Tax
1. From the Logistic Management menu, select Taxes. The Taxes
Management page opens.
2. Select Add Taxes.
3. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 Tax Name: Enter the name of the tax (e.g., "GST," "VAT").
 Tax Percentage: Enter the tax rate as a percentage.
 Outside: Choose Yes or No from the dropdown menu to indicate if
the tax applies to external transactions.
 Status: Select Active or Inactive.
4. Select Submit.
B. View and Manage Taxes
On the Taxes Management page, you can see a summary of your taxes:
 All Taxes: Total number of tax configurations.
 Active Taxes: Number of active tax configurations.
 Inactive Taxes: Number of inactive tax configurations.

C. Search for a Tax

1. In the search bar, enter the Tax Name you want to find.
2. Select Search.
3. To clear the search, select Clear.

D. Edit a Tax
1. To edit an existing tax, select the Edit icon in the Action column.

9.3 HSN Code

Manage Harmonized System of Nomenclature (HSN) codes for goods.
A. Add an HSN Code
1. From the Logistic Management menu, select HSN Code. The HSN
Code Management page opens.
2. Select Add HSN Code.
3. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 HSN Code Name: Enter the HSN code.
 Description: Provide a description for the HSN code.
 Status: Select Active or Inactive.
4. Select Submit.

B. View and Manage HSN Codes

On the HSN Code Management page, you can see a summary of your HSN
codes:
 All HSN Code: Total number of HSN codes.
 Active HSN Code: Number of active HSN codes.
 Inactive HSN Code: Number of inactive HSN codes.
C. Search for an HSN Code
1. In the search bar, enter the HSN Code name you want to find.
2. Select Search.
3. To clear the search, select Clear.

D. Edit an HSN Code

1. To edit an existing HSN code, select the Edit icon in the Action
column.
9.4 Units
Define the units of measurement used for inventory and other items.
A. Add a Unit
2. From the Logistic Management menu, select Unit. The Unit
Management page opens.
3. Select Add Unit.
4. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 Unit Name: Enter the name of the unit (e.g., "Pieces," "Kilograms,"
"Liters").
 Description: Provide a description for the unit.
 Status: Select Active or Inactive.
5. Select Submit.

B. View and Manage Units

On the Unit Management page, you can see a summary of your units:
 All Unit: Total number of units.
 Active Unit: Number of active units.
 Inactive Unit: Number of inactive units.

C. Search for a Unit

1. In the search bar, enter the Unit name you want to find.
2. Select Search.
3. To clear the search, select Clear.

D. Edit a Unit
1. To edit an existing unit, select the Edit icon in the Action column.

9.5 Vendor Type

Categorize your vendors based on their type.
A. Add a Vendor Type
1. From the Logistic Management menu, select Vendor Type. The
Vendor Type Management page opens.
2. Select Add Vendor Type.
3. Fill in the following details:
  Business Partner: Choose the relevant business partner from the
dropdown menu.
 Name: Enter the name for the vendor type (e.g., "Supplier,"
"Manufacturer," "Service Provider").
 Description: Provide a description for the vendor type.
 Status: Select Active or Inactive.
4. Select Submit.

B. View and Manage Vendor Types

On the Vendor Type Management page, you can see a summary of your
vendor types:
 All Vendor Type: Total number of vendor types.
 Active Vendor Type: Number of active vendor types.
 Inactive Vendor Type: Number of inactive vendor types.

C. Search for a Vendor Type

1. In the search bar, enter the Vendor Type you want to find.
2. Select Search.
3. To clear the search, select Clear.

D. Edit a Vendor Type

1. To edit an existing vendor type, select the Edit icon in the Action
column.

9.6 Payment Term

Define various payment terms for your business transactions.
A. Add a Payment Term
1. From the Logistic Management menu, select Payment Term. The
Payment Term Management page opens.
2. Select Add Payment Term.
3. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.

 Name: Enter the name for the payment term (e.g., "Net 30," "Due
on Receipt").
 Description: Provide a description for the payment term.
 Status: Select Active or Inactive.
4. Select Submit.
B. View and Manage Payment Terms
On the Payment Term Management page, you can see a summary of your
payment terms:
 All Payment Term: Total number of payment terms.
 Active Payment Term: Number of active payment terms.
 Inactive Payment Term: Number of inactive payment terms.

C. Search for a Payment Term

1. In the search bar, enter the Payment Term you want to find.
2. Select Search.
3. To clear the search, select Clear.

D. Edit a Payment Term

1. To edit an existing payment term, select the Edit icon in the Action
column.

9.7 Part Category

Organize your inventory by categorizing parts.
A. Add a Part Category
1. From the Logistic Management menu, select Part Category. The
Part Category Management page opens.
2. Select Add Part Category.
3. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 Name: Enter the name for the part category (e.g., "Electronics,"
"Hardware").
 Description: Provide a description for the part category.
 Status: Select Active or Inactive.
4. Select Submit.

B. View and Manage Part Categories

On the Part Category Management page, you can see a summary of your
part categories:
 All Part Category: Total number of part categories.
 Active Part Category: Number of active part categories.
 Inactive Part Category: Number of inactive part categories.

C. Search for a Part Category

1. In the search bar, enter the Part Category you want to find.
2. Select Search.
3. To clear the search, select Clear.
D. Edit a Part Category
1. To edit an existing part category, select the Edit icon in the Action
column.

9.8 Warranty
Define and manage various warranty details for products or services.
A. Add a Warranty
1. From the Logistic Management menu, select Warranty. The
Warranty Management page opens.
2. Select Add Warranty.
3. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 Warranty: Enter the warranty name or identifier.
 Warranty Type: Enter the type of warranty (e.g., "Limited," "Full").
 Warranty Value: Enter the value associated with the warranty
(e.g., duration in months/years, or monetary value).
 Warranty from Date: Select the start date of the warranty.
 Discount to Date: Select the end date of any associated discount
period.
 Warranty Description: Provide a detailed description of the
warranty.
 Status: Select Active or Inactive.
4. Select Submit.

B. View and Manage Warranties

On the Warranty Management page, you can see a summary of your
warranties:
 All Warranty: Total number of warranties.
 Active Warranty: Number of active warranties.
 Inactive Warranty: Number of inactive warranties.

C. Search for a Warranty

1. In the search bar, enter the Warranty you want to find.
2. Select Search.
3. To clear the search, select Clear.
D. Edit a Warranty
1. To edit an existing warranty, select the Edit icon in the Action
column.

9.9 Vendor Master

Maintain a comprehensive database of your vendors.

A. Add a Vendor
1. From the Logistic Management menu, select Vendor Master. The
Vendor Master Management page opens.
2. Select Add Vendor.
3. Fill in the following details:
 Business Partner: Choose the relevant business partner from the
dropdown menu.
 Vendor Type: Choose the vendor type from the dropdown menu.
 Vendor Name: Enter the vendor's full name.
 Contact No: Enter the vendor's contact number.
 Email Address: Enter the vendor's email address.
 Pin Code: Enter the postal code.
 Country: The country will auto-populate based on the pin code.
 State: The state will auto-populate based on the pin code.
 City: The city will auto-populate based on the pin code.
 Address: Enter the vendor's full address.
 PAN No: Enter the vendor's Permanent Account Number (PAN).
 GST No: Enter the vendor's Goods and Services Tax (GST) number.
 Aadhaar No: Enter the vendor's Aadhaar number.
 Tin No: Enter the vendor's Taxpayer Identification Number (TIN).
 Payment Terms: Choose the payment terms from the dropdown
menu.
 Bank Name: Enter the vendor's bank name.
 IFSC Code: Enter the bank's Indian Financial System Code (IFSC).
 Account Number: Enter the vendor's bank account number.
 Status: Select Active or Inactive.
4. Select Submit.

B. View and Manage Vendors

On the Vendor Master Management page, you can see a summary of your
vendors:
 All Data: Total number of vendor records.
 Active Data: Number of active vendor records.
 Inactive Data: Number of inactive vendor records.
C. Search for a Vendor
1. In the search bar, enter the Vendor name you want to find.
2. Select Search.
3. To clear the search, select Clear.
D. Edit a Vendor
1. To edit an existing vendor, select the Edit icon in the Action column.

10. Termset
The Termset module allows you to create and manage terms and
conditions for each Business Partner. You can add detailed content using
rich text formatting like bold, headings, bullet points, and even embed
images or videos. This helps present the information clearly and
professionally. Once created, term sets can be easily searched, viewed, or
edited at any time, making it simple to keep your legal and business
communication well-organized and up to date.
A. Adding a New Termset
To add a new termset, follow these steps:
2. In the navigation menu, select Termset.
3. On the Termset Management page, select Add Termset.
4. On the Add Termset page, provide the following details:
 Business Partner: Select the relevant business partner from the
dropdown menu.
 Termset Name: Enter a descriptive name for the termset.
 Status: Choose Active or Inactive to define the termset's current
status.
 Description: In the dedicated description field, enter a detailed
explanation of the termset. You can format this text using the
available options:
o Font Styles: Apply bold, italic, underline, or strikethrough.
o Headings: Use Heading 1 or Heading 2 for structure.
o Font Type: Select from Sans Serif, Serif, or Monospace fonts.
o Font Size: Adjust the text size to Small, Normal, Large, or Huge.
o Lists: Create bulleted or numbered lists.
o Media: Embed hyperlinks, images, or video URLs.
5. After entering all the details, select Submit.
6. A confirmation message, "Are you sure you want to Add Termset?",
will appear.
 To proceed with creating the termset, select Yes.
 To cancel the operation, select No.
7. Upon successful creation, a "Termset added successfully" message
will appear. Select OK to close the message.
The new termset will now appear in the Termset list on the Termset
Management page.
B. Searching for a Termset
To find a specific termset:
1. On the Termset Management page, enter the Termset Name into the
search bar.

2. Select Search.
3. To clear the search results and view all termsets, select Clear.

C. Editing an Existing Termset

To modify an existing termset:
1. On the Termset Management page, locate the termset you wish to
edit.
2. In the Action column, select the Edit icon (represented by a pencil).
3. Make the necessary changes on the Edit Termset page.
4. Select Submit to save your changes.

Pre-Sales
The Pre-Sales module is a comprehensive suite of tools designed to
manage and optimize all activities that occur before a sales conversion.
Its overarching purpose is to streamline lead generation, nurturing, and
allocation processes, ensuring that potential customer inquiries are
effectively managed from initial contact through to the point of being
ready for a sales closure

1. Dashboard
The Pre-Sales Dashboard module serves as a centralized interface that
provides real-time visibility into a dealer’s sales performance and lead
management activities. This module is essential for sales managers, team
leaders, and executives to monitor, analyze, and improve the pre-sales
process across various dealers.

1.1 Overview
A. Accessing Dealer Information
To view specific dealer data:
1. View by Dealer: Select a dealer from the dropdown menu to see their
pre-sales details for a specific month or year.
2. View by Month: Choose a month from the dropdown menu to view the
selected dealer's pre-sales details.
3. View by Year: Select a year from the dropdown menu to view the
selected dealer's pre-sales details.
B. Lead Calling Metrics
The dashboard displays four key performance indicators that help you
understand your sales team's effectiveness:
1) Follow-Up Calls
Definition: Scheduled or unscheduled phone calls made by sales
representatives to reconnect with leads after initial contact.
Purpose:
 Remind customers about current offers, test drives, or quotes.
 Address customer objections and answer questions.

 Build rapport and establish trust with potential buyers.

 Maintain customer interest throughout the purchase journey.

2) Leads Converted
Definition: The total number of leads that successfully completed a sale
or booking.
Purpose:
 Measure the effectiveness of your pre-sale’s activities.
 Monitor your sales funnel's success rate.
 Establish performance benchmarks for your team.

3) Leads Contacted
Definition: The number of leads your sales team has successfully
reached through phone, email, SMS, or in-person meetings.
Purpose:
 Track your team's outreach activities.
 Measure engagement efforts across all communication channels.
 Move leads from "new" status to "active" or "qualified" stages.

4) Task Completion
Definition: The number of pre-sales tasks completed by sales executives,
including follow-ups, meetings, calls, quotes, and documentation.
Purpose:
 Monitor individual and team productivity levels.
 Ensure all planned activities are executed on schedule.
 Identify task delays or missed actions that need attention.
C. Lead Status Analytics (Graph View)
The dashboard categorizes leads into three types based on their purchase
readiness:
1) Hot Leads
Definition: Highly interested prospects ready to purchase soon.
Characteristics:
 Actively requesting quotes, demos, or test drives.
 Have a defined budget and timeline.
 Need minimal persuasion.
 Likely to book or purchase within days.

2) Warm Leads
Definition: Interested prospects considering a purchase but still
comparing options.
Characteristics:
 Engaged but may need more information.
 Comparing offers or waiting for the right opportunity.
 Require nurturing to move toward conversion.

3) Cold Leads
Definition: Low-interest prospects with minimal recent engagement.
Characteristics:
 No recent activity or response.
 Vague interest or just browsing.
 No clear buying intent or timeline.
 May require remarketing or follow-up campaigns.

D. Lead Source Analysis

You can view the number of dealers leads based on their origin:
 Organic: Leads acquired naturally, for example, through search
engine results or direct website visits.
 Social Media: Leads generated from social media platforms.
 From Ads: Leads obtained through paid advertising campaigns.
 Other: Leads from sources not covered by the above categories.
For each of these lead sources (Organic, Social Media, From Ads,
Other), you can also see a breakdown of Hot Leads, Cold Leads, and
Warm Leads within that specific category.
E. Lead Management Actions
Add a New Lead
1. Click the Add Lead button on the dashboard.
2. Complete the Lead Details form with all required information.
3. Click Submit to save the new lead to your system.

F. Bulk Lead Upload

To upload multiple leads simultaneously:
1. Click the Upload Lead button on the dashboard.
2. Download the sample file template.
3. Enter your lead information using the provided format.
4. Upload the completed file.
5. Click Submit to process all leads.

1.2 Lead Calling List

The Lead Calling List section displays a detailed list of all leads and their
associated information. This allows pre-sales representatives to efficiently
view, filter, and manage leads for follow-up or action.
A. Lead Information Displayed
The list displays the following key details for each lead:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Product Name: The main product the lead is interested in.
 Lead Priority: The assigned priority level of the lead (e.g., Hot,
Warm, Cold).
 SubProduct Name: Any specific sub-product or variant of interest.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline (e.g.,
New, Contacted, Qualified).
 Source: How the lead was generated (e.g., Organic, Social Media,
From Ads).
 Created Date: The date when the lead was added to the system.
 Status: The current status of the lead (e.g., Open, Closed,
Converted).
 Action: Options to perform actions on the lead, such as editing
details or updating status.
B. Searching and Filtering Leads
The Lead Calling List offers robust search and filter capabilities to help you
quickly find and focus on specific leads:
Search for a Specific Lead:
1. Enter the lead detail (e.g., Lead Code, Lead Name, Mobile No) into the
search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.
2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.

After applying your desired filters, click the Search button to view the
filtered results.
To clear all applied search and filter criteria, click the Clear button.

2. Advance Search
The Advance Search module is designed to help users quickly locate,
manage, and update lead records with precision and ease. It provides a
centralized interface that consolidates all existing lead data and enables
users to perform targeted searches using key lead details such as name,
mobile number, or lead code.

A. Accessing Advance Search

1. Navigate to the Pre-Sales page.
2. Click the Advance Search option.
3. The Advance Search page will open, displaying a search bar and the
lead record table.

B. Searching for a Specific Lead

To find a particular lead record:
1. Enter the lead detail (e.g., Lead Code, Lead Name, Mobile No) into the
search bar.
2. Click the Search button.
C. Lead Record Table
The table on the Advance Search page displays all added leads with the
following information:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Email: The email address of the lead.
 Product Name: The main product the lead is interested in.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Lead Priority: The assigned priority level of the lead (e.g., Hot,
Warm, Cold).
 Source: How the lead was generated (e.g., Organic, Social Media,
From Ads).
 Stage: The current stage of the lead in the sales pipeline.
 Status: The current status of the lead (e.g., Active, Inactive).
 Action: A column containing actionable options for each lead.
D. Actions
Under the Action column, you have three primary options for each lead:
 Edit: Modify the details of an existing lead.
 Add: Create a new follow-up or record for the lead. (Note: Once a
lead has been "added" or processed in a specific way, the "Add"
icon for that lead becomes disabled to prevent duplicate actions.)
 View: See a detailed overview of the lead's information and history.

E. Editing Lead Details

To update a lead's information:
1. Click the Edit action (pencil icon) next to the desired lead in the
Action column.
2. The Update Lead page will open.
3. Verify or edit any of the existing details as required.
4. You can also enable the following radio buttons to indicate specific
requirements:
 Finance Required
 Vehicle Demo Required
 Would You Want to Buy Back
 Exchange
5. Assign Lead Executive: Choose the appropriate sales executive
from the dropdown menu.
6. Assign Lead Priority: Select the lead's priority level from the
dropdown menu.
7. Choose Preferred Language: Select the customer's preferred
language from the dropdown menu.
8. Choose Branch City: Select the relevant branch city from the
dropdown menu.
9. Enter Remark: Add any necessary remarks or notes in the provided
text field.
10. Assign Branch Center: Choose the appropriate branch center
from the dropdown menu.
11. Choose Status: Select the lead's status (Active or Inactive) from
the dropdown menu.
12. Click the Submit button to save your changes.
13. To return to the previous page, scroll up and click the back-arrow
button located before the "Add Lead" heading.
F. Viewing Lead Details
To view a comprehensive overview of a lead:
1. Click the View action (eye icon) under the Action column for the
desired lead.
2. The Lead Detail page will open, displaying a dashboard specific to
that lead's statistics.
3. Under the dashboard, you will find the Lead Detail section, which
includes:
 Personal Details:
o Lead Code
o Customer Name
o Phone No
o Email Address
o Address
o Inquiry Date
o Lead Status
o Sales Manager
 Product Details:
o Product Name
o Make
o Model
o Variant
o Color
G. Updating Follow-Up Information
On the Lead Detail page, you can also manage follow-up activities:
1. Choose Call Disposition: Select the outcome of the call from the
dropdown menu (e.g., New Lead Generated, Not Interested, Call Back
Later).
2. Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option.
3. Choose Status: Select the lead's status (Active or Inactive) from
the dropdown menu.
4. Enter Remark: Add any required remarks.
5. Click the Update button to save your follow-up details.
H. Viewing Follow-Up Details
The Follow-Up Detail section provides a historical record of all interactions,
including:
 Tele Caller Name: The name of the tele caller (e.g., Kia
Automobiles).
 Call Disposition: The outcome of the call (e.g., New Lead
Generated).

 Action To Be Taken Date: The date when the next action is

scheduled.
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of the follow-up.
 Remark: Any notes or comments added during the follow-up.

3. Today's Follow-Up
The Today's Follow-Up module plays a vital role in the Pre-Sales process
by helping sales teams manage and execute timely follow-ups on leads
that are scheduled for the current day. This module ensures that no sales
opportunity is missed by providing a real-time, organized, and actionable
view of follow-up tasks for each lead.

A. Accessing Today's Follow-Up

1. Navigate to the Pre-Sales page.
2. Click the Today's Follow-Up option.
3. The Today's Follow-Up page will open, displaying a list of leads
scheduled for today.

1) Dealer-Specific View
You can customize the dashboard view based on dealer selection:
 Use the dropdown menu to select a specific dealer
 The dashboard automatically updates to display only follow-ups for
the selected dealer.
B. Today's Follow-Up Record Table
The table on this page lists all leads due for follow-up today, including the
following information:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Product Name: The main product the lead is interested in.
 Lead Priority: The assigned priority level of the lead (e.g., Hot,
Warm, Cold).
 Subproduct Name: Any specific sub-product or variant of interest.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline.
 Source: How the lead was generated.
 Create Date: The date when the lead was added to the system.
 Status: The current status of the lead (e.g., Open, Closed,
Converted).
 Action: Options to perform actions on the lead.

1) Searching and Filtering Today's Follow-Up Leads

You can quickly find specific leads within the Today's Follow-Up list using
the following search and filter options:
Search for a Specific Lead:
1. Enter the Today's Follow-Up lead detail (e.g., Lead Code, Lead Name,
Mobile No) into the search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.
2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.
After applying your desired filters, click the Search button to view the
filtered results. To clear all applied search and filter criteria, click the Clear
button.
C. Actions for Today's Follow-Up
Under the Action column for each lead, click the three vertical dots
(...) option to reveal a menu with the following choices:
 Assign Telecaller: Assign the current follow-up lead to a specific
telecaller.
 View Details: Access a comprehensive overview of the lead's
information and history.
 Call Now: Initiate a call to the lead directly.

Assigning a Telecaller
To assign a lead to a telecaller for today's follow-up:
1. Click Assign Telecaller from the action menu.
2. The Select Telecaller dialog box will open.
3. Enter the name to search for the desired telecaller.
4. Click the Assign button.
5. To cancel the assignment, click the Cancel button. The telecaller is
now assigned to today's follow-up for that lead.

Viewing Lead Details

To view comprehensive details for a Today's Follow-Up lead:
1. Click View Details from the action menu.
2. You will be redirected to the Lead Detail page. This page displays a
dashboard with statistics specific to that Today's Follow-Up lead.
3. Below the dashboard, the Today's Follow-Up Lead Detail section
includes:
 Personal Details: Lead Code, Customer Name, Phone No, Email
Address, Address, Inquiry Date, Lead Status, Sales Manager.
 Product Details: Product Name, Make, Model, Variant, Color.

On this page, you can also update follow-up information:

1. Choose Call Disposition: Select the outcome of the call from the
dropdown menu.
2. Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option.
3. Choose Status: Select the lead's status (Active or Inactive) from
the dropdown menu.
4. Enter Remark: Add any necessary remarks.
5. Click the Update button to save your follow-up details.
The Follow-Up Detail section below provides a historical record of all
interactions, including:
 Tele Caller Name: For example, Kia Automobiles.
 Call Disposition: For example, New Lead Generated.
 Action To Be Taken Date: The date when the next action is
scheduled.
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of the follow-up.
 Remark: Any notes or comments added during the follow-up.

Initiating a Call
To directly call a Today's Follow-Up lead:
 Click the Call Now option from the action menu. The call will be
initiated to the lead.

4. Lead Calling
The Lead Calling module is a critical feature within the Pre-Sales section
designed to streamline, manage, and optimize telecalling activities for
sales leads. It provides a centralized interface where sales teams and
telecallers can track, follow up, and interact with prospective customers,
thereby increasing the chances of lead conversion.

A. Accessing Lead Calling

1. Navigate to the Pre-Sales page.
2. Click the Lead Calling option.
3. The Lead Calling page will open, displaying a comprehensive list of
leads designated for calling.

1) Dealer-Specific View
You can customize the dashboard view based on dealer selection:
 Select a dealer from the dropdown menu to update the Lead
Calling dashboard, showing only the leads relevant to your chosen
dealer.
B. Lead Calling Record Table
The table on this page presents all leads available for calling, providing
the following essential information for each:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Product Name: The main product the lead is interested in.
 Lead Priority: The assigned priority level of the lead (e.g., Hot,
Warm, Cold).
 Subproduct Name: Any specific sub-product or variant of interest.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline.
 Source: How the lead was generated.
 Create Date: The date when the lead was added to the system.
 Status: The current status of the lead (e.g., Open, Closed,
Converted).
 Action: Options to perform actions on the lead.

1) Searching and Filtering Lead Calling List

To efficiently locate and manage specific leads within the Lead Calling
list, use the following search and filter options:

Search for a Specific Lead:

1. Enter the relevant lead detail (e.g., Lead Code, Lead Name, Mobile
No) into the search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.
2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.
After applying your desired filters, click the Search button to view the
filtered results. To clear all applied search and filter criteria, click the
Clear button.
C. Actions for Lead Calling
Under the Action column for each lead, click the three vertical dots (...)
option to reveal a menu with the following choices:
 Assign Telecaller: Assign this lead to a specific telecaller for
outreach.
 View Details: Access a comprehensive overview of the lead's
information and interaction history.
 Call Now: Initiate a call to the lead directly from the system.

Assigning a Telecaller
To assign a lead from the Lead Calling list to a telecaller:
1. Click Assign Telecaller from the action menu.
2. The Select Telecaller dialog box will open.
3. Enter the name to search for the desired telecaller.
4. Click the Assign button.
5. To cancel the assignment, click the Cancel button. The telecaller is
now assigned to this lead for calling.

Viewing Lead Details

To view comprehensive details for a Today's Follow-Up lead:
1. Click View Details from the action menu.
2. You will be redirected to the Lead Detail page. This page displays a
dashboard with statistics specific to that Today's Follow-Up lead.
3. Below the dashboard, the Today's Follow-Up Lead Detail section
includes:
 Personal Details: Lead Code, Customer Name, Phone No, Email
Address, Address, Inquiry Date, Lead Status, Sales Manager.
 Product Details: Product Name, Make, Model, Variant, Color.

On this page, you can also update follow-up information:

1. Choose Call Disposition: Select the outcome of the call from the
dropdown menu.
2. Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option.
3. Choose Status: Select the lead's status (Active or Inactive) from
the dropdown menu.
4. Enter Remark: Add any necessary remarks.
5. Click the Update button to save your follow-up details.
The Follow-Up Detail section below provides a historical record of all
interactions, including:
 Tele Caller Name: For example, Kia Automobiles.
 Call Disposition: For example, New Lead Generated.
 Action To Be Taken Date: The date when the next action is
scheduled.
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of the follow-up.
 Remark: Any notes or comments added during the follow-up.

Initiating a Call
To directly call a lead from the Lead Calling list:
 Click the Call Now option from the action menu. The call will be
automatically forwarded to the selected lead's contact number.

5. Follow up required
The Follow-Up Required module, located within the Pre-Sales section, is
a critical component for managing and ensuring timely engagement with
all leads that need subsequent attention. Unlike "Today's Follow-Up"
which is time-bound to the current day, this module serves as a
comprehensive list of all leads across various dates that necessitate
follow-up, helping sales teams to strategically plan and execute ongoing
lead nurturing activities.

A. Accessing Follow-Up Required

1. Navigate to the Pre-Sales page.
2. Click the Follow-Up Required option.
3. The Follow-Up Required page will open, displaying a list of leads
that need follow-up.

1) Dealer-Specific View
You can customize the dashboard to show leads for a specific dealer:
 Select a dealer from the dropdown menu to update the Follow-Up
Required dashboard, showing only the leads relevant to the selected
dealer.
B. Follow-Up Required Record Table
This table displays all leads currently requiring follow-up, with the
following information for each:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Product Name: The main product the lead is interested in.
 Lead Priority: The assigned priority level of the lead (e.g., Hot,
Warm, Cold).
 Subproduct Name: Any specific sub-product or variant of interest.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline.
 Source: How the lead was generated.
 Create Date: The date when the lead was added to the system.
 Status: The current status of the lead (e.g., Open, Closed,
Converted).
 Action: Options to perform actions on the lead.

1) Searching and Filtering Follow-Up Required Leads

You can quickly find specific leads within the Follow-Up Required list using
these search and filter options:

Search for a Specific Lead:

1. Enter the relevant lead detail (e.g., Lead Code, Lead Name, Mobile
No) into the search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.
2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.
After applying your filters, click the Search button to view the results. To
clear all applied search and filter criteria, click the Clear button.
C. Actions for Follow-Up Required
Under the Action column for each lead, click the three vertical dots (...)
option to reveal a menu with the following choices:
 Assign Telecaller: Assign this lead to a specific telecaller for
follow-up.
 View Details: Access a comprehensive overview of the lead's
information and interaction history.
 Call Now: Initiate a call to the lead directly from the system.

Assigning a Telecaller
To assign a lead from the Follow-Up Required list to a telecaller:
1. Click Assign Telecaller from the action menu.
2. The Select Telecaller dialog box will open.
3. Enter the name to search for the desired telecaller.
4. Click the Assign button.
5. To cancel the assignment, click the Cancel button. The telecaller is
now assigned to this lead for follow-up.

Viewing Lead Details

To view comprehensive details for a lead from the Follow-Up Required
list:
1. Click View Details from the action menu.
2. You will be redirected to the Lead Detail page. This page displays a
dashboard with statistics specific to that lead's activity.
3. Below the dashboard, the Follow-Up Required Lead Detail section
includes:
 Personal Details: Lead Code, Customer Name, Phone No, Email
Address, Address, Inquiry Date, Lead Status, Sales Manager.
 Product Details: Product Name, Make, Model, Variant, Color.

On this page, you can also update follow-up information:

1. Choose Call Disposition: Select the outcome of the call from the
dropdown menu (e.g., Answered, No Answer, Left Message).
2. Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option if further action is required.
3. Choose Status: Select the lead's current status (Active or Inactive)
from the dropdown menu.
4. Enter Remark: Add any necessary notes or comments about the
follow-up.
5. Click the Update button to save your changes.
The Follow-Up Detail section below provides a historical record of all
interactions, including:
 Tele Caller Name: For example, OEM.
 Call Disposition: The outcome of the call or interaction.
 Action To Be Taken Date: The date when the next action is
scheduled (if applicable).
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of any scheduled follow-up.
 Remark: Any notes or comments added during the interaction.

Initiating a Call
To directly call a lead from the Follow-Up Required list:
 Click the Call Now option from the action menu. The call will be
automatically forwarded to the selected lead's contact number.

6. Old Lead Calling

The Old Lead Calling module is designed to help sales and pre-sales
teams re-engage with previously contacted or inactive leads. Its core
objective is to revive potential opportunities that were not converted
earlier by organizing and managing systematic follow-up communication
efforts.

A. Accessing Old Lead Calling

1. Navigate to the Pre-Sales page.
2. Click the Old Lead Calling option.
3. The Old Lead Calling page will open, displaying a list of leads
categorized as "old" or requiring re-engagement.

1) Dealer-Specific View
You can refine the dashboard view to focus on leads for a particular
dealer:
 Select a dealer from the dropdown menu. The Old Lead Calling
dashboard will update to show only the leads relevant to your
selection.
B. Old Lead Calling Record Table
This table displays all leads designated for old lead calling, providing the
following essential information for each:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Product Name: The main product the lead was interested in.
 Lead Priority: The assigned priority level of the lead (e.g., Hot,
Warm, Cold).

 Subproduct Name: Any specific sub-product or variant of interest.

 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline.
 Source: How the lead was originally generated.
 Create Date: The date when the lead was initially added to the
system.
 Status: The current status of the lead (e.g., Open, Closed,
Converted, Inactive).
 Action: Options to perform actions on the lead.

1) Searching and Filtering Old Lead Calling Leads

To efficiently locate and manage specific leads within the Old Lead Calling
list, use the following search and filter options:

Search for a Specific Lead:

1. Enter the relevant lead detail (e.g., Lead Code, Lead Name, Mobile
No) into the search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.
2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.
After applying your filters, click the Search button to view the results. To
clear all applied search and filter criteria, click the Clear button.
C. Actions for Old Lead Calling
Under the Action column for each lead, click the three vertical dots (...)
option to reveal a menu with the following choices:
 Assign Telecaller: Assign this old lead to a specific telecaller for
re-engagement.
 View Details: Access a comprehensive overview of the lead's
information and historical interactions.
 Call Now: Initiate a call to the lead directly from the system.

Assigning a Telecaller
To assign an old lead to a telecaller for re-engagement:
1. Click Assign Telecaller from the action menu.
2. The Select Telecaller dialog box will open.
3. Enter the name to search for the desired telecaller.
4. Click the Assign button.
5. To cancel the assignment, click the Cancel button. The telecaller is
now assigned to this old lead for calling.

Viewing Lead Details

To view comprehensive details for an old lead:
1. Click View Details from the action menu.
2. You will be redirected to the Lead Detail page. This page displays a
dashboard with statistics specific to that lead's activity.
3. Below the dashboard, the Old Lead Calling Lead Detail section
includes:
 Personal Details: Lead Code, Customer Name, Phone No, Email
Address, Address, Inquiry Date, Lead Status, Sales Manager.
 Product Details: Product Name, Make, Model, Variant, Color.

On this page, you can also update call and follow-up information:
 Choose Call Disposition: Select the outcome of the call from the
dropdown menu (e.g., Re-engaged, Not Interested, No Contact).
 Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option if further action is required.
 Choose Status: Select the lead's current status (Active or
Inactive) from the dropdown menu.
 Enter Remark: Add any necessary notes or comments about the
call.
 Click the Update button to save your changes.
The Follow-Up Detail section below provides a historical record of all
interactions, including:
 Tele Caller Name: For example, OEM.
 Call Disposition: The outcome of the call or interaction.
 Action To Be Taken Date: The date when the next action is
scheduled (if applicable).
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of any scheduled follow-up.
 Remark: Any notes or comments added during the interaction.

Initiating a Call
To directly call an old lead from the Old Lead Calling list:
 Click the Call Now option from the action menu. The call will be
automatically forwarded to the selected lead's contact number.

7. Lead Upload
The Lead Upload module is designed to help sales and marketing teams
bulk upload multiple leads efficiently into the system using a
structured Excel file format. This functionality eliminates the need to
manually enter each lead individually, saving time and ensuring
consistency in lead data entry.

A. Downloading the Sample File

1. On the pre-sales page, navigate to and select the Lead Upload
option. The Lead Upload page will open.
2. On the Lead Upload page, you'll see two options: Download Sample
File and Lead Upload.
3. Select Download Sample File. An Excel file will download to your
computer.

B. Entering Lead Information

1. Open the downloaded Excel file.
2. Enter all the leads you want to add into the spreadsheet. For
example, you might add 40, 45, or 50 leads.
3. Save the updated file to your computer.

C. Uploading the Lead File

1. Navigate back to the Lead Upload page in your browser.
2. Select the Lead Upload option.
3. Browse and select the Excel file you saved with your lead information.
4. Select Submit to upload the leads.
8. Lead Allocation
The Lead Allocation module is designed to streamline the distribution
and reassignment of sales leads to appropriate sales executives. It
ensures that no lead goes unattended by allowing efficient manual
allocation, especially when a lead requires immediate attention,
reassignment due to availability constraints, or change in territory or
executive.
This module is primarily used by sales managers or pre-sales
administrators to manage lead ownership across different dealers,
branches, or executives. It plays a crucial role in lead nurturing, improving
conversion rates, and enhancing overall sales productivity.

A. Accessing Lead Allocation

1. On the pre-sales page, navigate to and select the Lead Allocation
option. The Lead Allocation page will open.
2. From this page, you can assign new executives to leads, especially if
an existing executive is unavailable or you need to reassign a lead.

1) Dealer-Specific View
You can customize the lead list to display leads from a specific dealer:
 Select a dealer from the dropdown menu to update the Lead
Allocation dashboard and table to show only leads relevant to that
dealer.

B. Leads Record Table

This table displays all leads currently in the system, providing the
following information for each:
 Lead Code: A unique identifier for the lead.
 Lead Type: The category or classification of the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline.
 Source: How the lead was generated.
 Create Date: The date when the lead was added to the system.
 Status: The current status of the lead (e.g., Active, Inactive).
 Allocation: Indicates if the lead is currently allocated, along with an
option to select for new allocation.
 Action: Options to perform actions on the lead.
1) Searching and Filtering Leads for Allocation
You can efficiently locate specific leads within the Lead Allocation list
using these search and filter options:

Search for a Specific Lead:

1. Enter the relevant lead detail (e.g., Lead Code, Lead Name, Mobile
No) into the search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.

2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.
After applying your filters, click the Search button to view the results. To
clear all applied search and filter criteria, click the Clear button.

C. Assigning Leads to Executives

To assign one or more leads to a sales executive:
1. In the Allocation column, select the checkbox next to each lead you
want to assign.
2. After selecting leads, a green Assign To button will appear in the
lower-right corner of the screen. Click this button.
3. The Select Lead Executive dialog box will open.
4. Enter the executive's name in the search field or choose the
executive from the dropdown menu.
5. Click the Assign Lead button.

D. Actions
Under the Action column for each lead, you have two primary options:
 Edit (Edit icon): Modify the details of an existing lead.
 View (eye icon): Access a comprehensive overview of the lead's
information and history.
Editing Lead Details
To update a lead's information:
1. Click the Edit action (pencil icon) next to the desired lead.
2. The Update Lead page will open.
3. Verify or edit any of the existing details as required.
4. You can also enable the following radio buttons to indicate specific
customer needs or preferences:
 Finance Required
 Vehicle Demo Required
 Would You Want to Buy Back
 Exchange
5. Assign Lead Executive: Choose the appropriate sales executive
from the dropdown menu.

6. Assign Lead Priority: Select the lead's priority level from the
dropdown menu.
7. Choose Preferred Language: Select the customer's preferred
language from the dropdown menu.
8. Choose Branch City: Select the relevant branch city from the
dropdown menu.
9. Enter Remark: Add any necessary remarks or notes in the provided
text field.
10. Assign Branch Center: Choose the appropriate branch center
from the dropdown menu.
11. Choose Status: Select the lead's status (Active or Inactive) from
the dropdown menu.
12. Click the Submit button to save your changes.
13. To return to the previous page, scroll up and click the back-arrow
button located before the "Add Lead" heading.

Viewing Lead Details

To view comprehensive details for a lead:
1. Click the View action (eye icon) for the desired lead.
2. You will be redirected to the Lead Detail page. This page displays a
dashboard with statistics specific to that lead.
3. Below the dashboard, the Lead Detail section includes:
 Personal Details: Lead Code, Customer Name, Phone No, Email
Address, Address, Inquiry Date, Lead Status, Sales Manager.
 Product Details: Product Name, Make, Model, Variant, Color.

On this page, you can also update call and follow-up information:
1. Choose Call Disposition: Select the outcome of the call from the
dropdown menu (e.g., Connected, No Answer, Left Voicemail).
 2. Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option if further action is required.
3. Choose Status: Select the lead's current status (Active or Inactive)
from the dropdown menu.
4. Enter Remark: Add any necessary notes or comments about the
interaction.
5. Click the Update button to save your changes.

The Follow-Up Detail section below provides a historical record of all

interactions, including:
 Tele Caller Name: For example, OEM.
 Call Disposition: The outcome of the call or interaction.
 Action To Be Taken Date: The date when the next action is
scheduled (if applicable).
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of any scheduled follow-up.
 Remark: Any notes or comments added during the interaction.

9. Appointment Reminder
The Appointment Reminder module is designed to streamline and
manage scheduled follow-ups with leads by providing real-time visibility
into upcoming appointments. It helps pre-sales and telecalling teams
ensure timely engagement with prospects, improving lead conversion
rates and maintaining consistent communication across the sales cycle.

A. Accessing Appointment Reminders

1. Navigate to the Pre-Sales page.
2. Click the Appointment Reminder option.
3. The Appointment Reminder page will open, displaying a list of
leads with upcoming appointments.
1) Dealer-Specific View
You can narrow down the list of appointment reminders by selecting a
specific dealer:
 Select a dealer from the dropdown menu. The Appointment
Reminder dashboard and list will update to show only leads
associated with the chosen dealer.
B. Appointment Reminder Record Table
This table displays all leads with scheduled appointments, providing the
following information for each:
 Lead Code: A unique identifier for the lead.
 Lead Name: The name of the prospect.
 Mobile No: The primary contact number for the lead.
 Subproduct Name: Any specific sub-product or variant of interest.
 Make: The manufacturer or make of the product.
 Model: The specific model of the product.
 Stage: The current stage of the lead in the sales pipeline.
 Source: How the lead was generated.
 Create Date: The date when the lead was added to the system.
 Status: The current status of the lead (e.g., Active, Inactive).

 Action: Options to perform actions on the lead.

2) Searching and Filtering Appointment Reminders

You can efficiently locate specific leads within the Appointment Reminder
list using these search and filter options:

Search for a Specific Lead:

1. Enter the relevant lead detail (e.g., Lead Code, Lead Name, Mobile
No) into the search bar.
2. Click the Search button.

Filter Leads by Date Range:

1. Select a From Date using the calendar option.
2. Select a To Date using the calendar option.

Filter Leads by Product, Make, or Model:

1. Choose a specific product from the dropdown menu.
2. Select a specific Make from the dropdown menu.
3. Choose a specific Model from the dropdown menu.
After applying your filters, click the Search button to view the results. To
clear all applied search and filter criteria, click the Clear button.
C. Actions for Appointment Reminders
Under the Action column for each lead, click the three dots (...) option to
reveal a menu with the following choices:
 Assign Telecaller: Assign this lead to a specific telecaller for
appointment-related communication.
 View Details: Access a comprehensive overview of the lead's
information and interaction history.
 Call Now: Initiate a call to the lead directly from the system.

Assigning a Telecaller
To assign a lead with an upcoming appointment to a telecaller:
1. Click Assign Telecaller from the action menu.
2. The Select Telecaller dialog box will open.
3. Enter the name to search for the desired telecaller.
4. Click the Assign button.
5. To cancel the assignment, click the Cancel button. The telecaller is
now assigned to this lead for appointment follow-up.

Viewing Lead Details

To view comprehensive details for a lead with an appointment reminder:
1. Click View Details from the action menu.
2. You will be redirected to the Lead Detail page. This page displays a
dashboard with statistics specific to that lead's activity.
3. Below the dashboard, the Lead Detail section includes:
 Personal Details: Lead Code, Customer Name, Phone No, Email
Address, Address, Inquiry Date, Lead Status, Sales Manager.
 Product Details: Product Name, Make, Model, Variant, Color.

On this page, you can also update call and follow-up information related to
the appointment:
1. Choose Call Disposition: Select the outcome of the call from the
dropdown menu (e.g., Confirmed, Rescheduled, No Answer).
2. Add Follow Up Date and Time: Select the next follow-up date and
time using the calendar option if further action is required.
3. Choose Status: Select the lead's current status (Active or Inactive)
from the dropdown menu.
4. Enter Remark: Add any necessary notes or comments about the
appointment confirmation or interaction.
5. Click the Update button to save your changes.
The Follow-Up Detail section below provides a historical record of all
interactions, including:
 Tele Caller Name: For example, Kia Automobiles.
 Call Disposition: The outcome of the call or interaction.
 Action To Be Taken Date: The date when the next action is
scheduled (if applicable).
 Action Taken: The date when the action was performed.
 Follow Up Date: The date of any scheduled follow-up.
 Remark: Any notes or comments added during the interaction.

Initiating a Call
To directly call a lead from the Appointment Reminder list:
 Click the Call Now option from the action menu. The call will be
automatically forwarded to the selected lead's contact number.

Sales
The Sales module is a comprehensive system designed to manage the
entire sales lifecycle from lead generation and customer visits to final
invoicing and vehicle dispatch. It serves as a centralized platform for
dealership and retail operations to track customer interactions, generate
quotations and proposals, handle stock allotments, and issue gate passes.
This module helps streamline workflows, improve customer engagement,
ensure accurate documentation, and optimize sales operations.

1. Dashboard
The Sales Dashboard provides a real-time overview of all sales
activities, performance metrics, and conversion tracking. It serves as the
central hub for sales teams to monitor KPIs and make data-driven
decisions.

Key Features & Benefits:

 Performance Tracking: Monitor total, pending, and completed
sales activities
 Visual Analytics: Graphical representation of sales trends and
patterns
 Quick Status Checks: Instant visibility into sales pipeline health
 Target Monitoring: Track progress against sales targets and
quotas
Primary Users: Sales managers, dealership principals, sales teams.

2. Customer visit
The Customer Visit module is a powerful feature designed to manage,
track, and streamline all customer interaction visits whether at a
showroom or at the customer's home. This module plays a critical role in
customer relationship management, sales conversion tracking, and visit
planning for dealership or retail operations.
A. Access the Customer List
1. On the Sales page, select Customer Visit.
2. The Customer List page opens, displaying a comprehensive list of
all current customers.

B. Add a New Customer and Visit

You can add a new customer and schedule their visit simultaneously.
1. On the Customer List page, select Add Customer. The Add New
Customer Visit page appears
2. To create a new customer entry, select the green plus button next
to the Customer Name field. A side panel, Add New Customer,
appears on the right side of your screen.
 3. In the Add New Customer panel, provide the following information:
 Title: Select from the dropdown menu (Miss, Mrs, Mr).
 Full Name: Enter the customer's complete name.
 Mobile Number: Enter the customer's mobile contact number.
 Email ID: Enter the customer's email address.
 Address: Enter the customer's street address.
 Pin Code: Enter the pin code. The City, State, and Country fields
will auto-populate based on the pin code.
 Lead Source: Select how the customer became aware of your
business from the dropdown menu.
 Lead Priority: Assign a priority level to this lead from the
dropdown menu.
 Variant: Select the relevant variant from the dropdown menu.
4. Once you've entered all the new customer details, the customer will
be added to the Customer Name dropdown menu on the Add New
Customer Visit page.
5. On the Add New Customer Visit page, complete the remaining
fields:
 Customer Name: Select the newly added customer from the
dropdown menu. After selecting the customer, the following details
will auto-populate: Lead No., Contact No., Address, Pin Code,
City, State, and Country.
 Customer Visit Type: Choose between Home visit or Showroom
visit.
 Visit Date: Select the date of the visit from the calendar.
6. After verifying all details, select Submit.

You can now view the newly added customer visit under the All
Customers list on the Customer List page.

C. View Customer Visit Summaries

The Customer List page provides a quick overview of your customer
visits:
 Total Customer Visit: Displays the total number of customer visits
recorded.
 Pending Visit: Shows the number of visits that are yet to occur.
 Completed Visit: Indicates the number of visits that have already
taken place.
D. Search for Specific Customers and Visits
To quickly find a customer or a visit:
Search by Customer Details:
1. Enter the customer's details (e.g., name, contact number) into the
search bar.
2. Click Search, to clear the search results, click Clear.

Search by Date Range:

1. Select the From Date and To Date from the calendar to specify the
desired date range.
2. Select Search, to clear the search results, select Clear.

E. Edit an Existing Customer Visit

You can modify the details of an existing customer visit.
1. On the Customer List page, locate the customer visit you want to
edit.
2. Under the Action column, select the Edit (pencil) icon next to the
customer's entry.
3. The Edit New Customer Visit page opens. Make the necessary
changes.
4. Select Submit to save your updates.

F. View Detailed Customer Information

To access comprehensive details about a customer:
1. On the Customer List page, locate the customer and select the
View (eye) icon under the Action column.
2. The Personal Details page opens, displaying information such as:
 Lead No.
 Customer Name
 Contact No.
 Customer Visit Type
 Visit Date & Time
 Transaction Code
 Address

 PIN Code
 City
 State
 Country
G. Add and Manage Vehicle Details
From the Personal Details page, you can also add and manage vehicle
information associated with a customer.
Add Vehicle Details
1. On the Personal Details page, select Add Vehicle Details.
2. A side panel, Add Vehicle Details, appears on the right side of your
screen.
3. Provide the following vehicle information:
 Vehicle: Select the vehicle from the dropdown menu.
 Model: The model will auto-populate based on the selected vehicle.
 Make: The make will auto-populate based on the selected vehicle.
 Subproduct Name: Select the subproduct name from the
dropdown menu.
 Product: Select the product from the dropdown menu.
 Color: Enter the vehicle's color.
 Fuel Type: Select the fuel type.
 Test Drive Required: If a test drive is required, select the
corresponding radio button.
4. Select Save. The vehicle details are now added.

Edit Vehicle Details

1. To modify existing vehicle details, select the Edit (pencil) icon next to
the vehicle entry.
2. Make the required changes in the Edit Vehicle Details panel.
3. Select Save to apply your updates.

Disable a Vehicle Entry

1. To disable a vehicle entry (e.g., if it's no longer relevant), select the
Disable (X) icon next to the vehicle entry.

3. Quotations
The Quotations module is designed to manage and streamline the
vehicle or service quotation process within the system. It serves as a
centralized location to create, manage, search, filter, download, and
track quotations related to leads, customers, and vehicles. This module
is critical for sales and customer engagement workflows, providing
transparency, consistency, and efficiency across the quotation lifecycle
The Quotations Page
To access quotations, navigate to the Sales page and select the
Quotations option. This opens the Quotations page, where you'll see a
list of your customers.
On this page, you can:
 View Quotations: See a comprehensive list of all quotations.
 Track Status: Monitor the number of Total Quotations, Pending
Quotations, and Completed Quotations.
 Search for Quotations:
o Enter specific quotation details in the search bar and click
Search.
o To clear the search, click Clear.
 Filter by Date Range:
o Select a From Date and To Date from the calendar.
o Click Search to view quotations within that range.
o To clear the date filter, click Clear.

A. Add a New Quotation

To add a new quotation:
1. Click the Add Quotations button on the Quotations page. This
opens the Add Quotation page.
2. On the Personal Details section:
 Choose the Customer Name from the dropdown menu. The system
will automatically populate their personal and vehicle details. These
details are not editable.
 Select the Lead No from the dropdown menu.
 Choose whether Customer Subsidy applies (Yes or No).
3. Scroll down to the Vehicle Details section. These details are also not
editable.
4. Select the Terms & Condition from the dropdown menu.
5. Click Submit.
After submission, your new quotation will appear in the All Quotation list
on the Quotations page.

B. Manage Existing Quotations

Under the Action column for each quotation, you have several options:

Edit a Quotation
1. Click the Edit button (pencil icon) next to the quotation you want to
modify. This opens the Update Quotation page.
2. On this page, you'll see several sections with non-editable fields:
 Personal Details: Customer Name, Quotation Date, Transaction
Code, Lead No, Contact No, Address, Pincode, City, State, Country,
Dealer Branch, Sales Person, Customer Subsidy.
 Vehicle Details: Product, Subproduct Name, Make, Model, Variant,
Color, Fuel Type, Terms & Condition.
 3. Scroll down to the Quotation Details section. Most fields here are
non-editable, including Ex-showroom Price, Customer Subsidy Price,
Final Price (Exshowroom Price - Subsidy Price), Plate Charges,
Insurance, RTO Amount, Accessory Cost, Tax Amount, Onroad Price
Round, and Onroad Price Round Off.
4. Edit Accessory Cost:
 Click the green plus button next to the Accessory Cost field.
 An "Edit Accessory" panel opens on the right side.
 Choose the Accessory Name from the dropdown menu. The Unit
will display as "Piece." The Tax, Quantity, and Rate will update
automatically based on your selection.
 Click Submit after adding an accessory.
 To add multiple accessories, click the back arrow button and repeat
the process.
5. Choose the Discount Type (Percentage or Amount) from the
dropdown menu.
6. Enter the Discount Amount.
7. Select the Tax Set from the dropdown menu.
8. Under the Finance Details section, choose whether Finance
Required is Yes or No.
9. Scroll up and click the green Update button in the upper right corner
of your screen.
10. A confirmation dialog box will appear asking, "Are you sure you
want to update this record?"
 Click Yes to confirm.
 Click No to cancel.
11. If you confirm, a "Success" dialog box will appear with the message
"Quotation updated successfully!" Click OK. The quotation will be
updated.

C. View a Quotation
1. Click the View button (eye icon) next to the quotation. This opens the
Quotation Details page.
2. You can view details across sections like Personal Details, Vehicle
Details, Quotation Details, and Finance Details.
3. Once you're done viewing, scroll up and click the back-arrow button
to return to the previous page.

D. Download a Quotation
Click the Download button to download the quotation in PDF format.

E. Print a Quotation (Add Proposal)

1. Click the Print button. This action allows you to add a proposal to the
quotation. The Add Proposal page opens.
 2. On this page, the Personal Details, Vehicle Details, and Finance
Details sections are non-editable.
3. Under the Vehicle Details section, select the Extended Warranty
radio button if you wish to add an extended warranty.
4. Under the Finance Details section:
 If you select Finance Required as Yes, the Finance Name field
will appear. Choose the finance name from the dropdown menu. You
will then see the Finance Amount and Payable Amount fields.
 If you select No, you will only see the Payable Amount field.
5. Scroll up and you'll see two options in the upper right corner: Edit
and Submit.
6. Click the Submit button.
7. A confirmation dialog box will appear asking, "Are you sure you want
to create this record?"
 Click Yes to confirm.
 Click No to cancel.
8. If you confirm, a "Success" dialog box will appear with the message
"Proposal generated successfully!" Click OK. The recently submitted
record will now be visible under the Proposal section.

4. Proposal
The Proposal module is an essential part of the sales workflow that
helps manage and finalize customer quotations into structured sales
proposals. It enables sales teams to view, edit, track, download, and
print proposals, ensuring that all customer offers are presented
professionally and accurately before final conversion or approval.

The Proposal List Page

To access proposals, navigate to the Sales page and select the Proposal
option. This opens the Proposal List page, where you'll see a list of all
your proposals.
On this page, you can:
 View Proposals: See a comprehensive list of all proposals.
 Track Status: Monitor the number of Total Proposals, Pending
Proposals, and Completed Proposals.
 Search for Proposals:
o Enter specific proposal details in the search bar and click
Search.
o To clear the search, click Clear.
 Filter by Date Range:
o Select a From Date and To Date from the calendar.
o Click Search to view proposals within that range.
 o To clear the date filter, click Clear.

A. Manage Existing Proposals

Under the Action column for each proposal, you have several options:

Edit a Proposal
1. Click the Edit button (pencil icon) next to the proposal you want to
modify. This opens the Update Proposal page.
2. On this page, you'll see several sections with non-editable fields:
 Personal Details: Customer Name, Quotation Date, Transaction
Code, Lead No, Contact No, Address, Pincode, City, State, Country,
Dealer Branch, Sales Person, Customer Subsidy.
 Vehicle Details: Product, Subproduct Name, Make, Model, Variant,
Color, Fuel Type, Terms & Condition.
3. Scroll down to the Quotation Details section. Most fields here are
non-editable, including Ex-showroom Price, Customer Subsidy Price,
Final Price (Ex-showroom Price - Subsidy Price), Plate Charges,
Insurance, RTO Amount, Accessory Cost, Tax Amount, Onroad Price
Round, and Onroad Price Round Off.
4. You can, however, edit some fields:
 Choose the Discount Type (Percentage or Amount) from the
dropdown menu.
 Enter the Discount Amount.
 Select the Tax Set from the dropdown menu.
5. Under the Finance Details section, choose whether Finance
Required is Yes or No.
6. Scroll up and click the green Update button in the upper right corner
of your screen.
7. A confirmation dialog box will appear asking, "Are you sure you want
to update this record?"
 Click Yes to confirm.
 Click No to cancel.
8. If you confirm, a "Success" dialog box will appear with the message
"Proposal updated successfully!" Click OK. The proposal will be
updated.

View a Proposal
1. Click the View button (eye icon) next to the proposal. This opens the
Proposal Details page.
2. You can view details across sections like Personal Details, Vehicle
Details, Quotation Details, and Finance Details.
3. Once you're done viewing, scroll up and click the back arrow button
to return to the previous page.
Download a Proposal
Click the Download button to download the proposal in PDF format.

Print a Proposal
Click the Print button to open the Invoice Details page, where you can
view your invoice details. Click the arrow icon to go back to the previous
page.

5. Invoice
The Invoice Module serves as a centralized platform for managing and
reviewing all customer invoices generated within the sales process. It
allows sales teams, dealers, and administrators to efficiently track, view,
download, and manage invoices related to vehicle sales and related
services.

The Invoice Page

To access invoices, go to the Sales page and select the Invoice option.
This opens the Invoice page, where you'll see a list of all your invoices.
On this page, you can:
 View Invoices: See a comprehensive list of all invoices.
 Track Status: Monitor the number of Total Invoices, Pending
Invoices, and Completed Invoices.
 Search for Invoices:
o Enter specific invoice details in the search bar and click Search.
o To clear the search, click Clear.
 Filter by Date Range:
o Select a From Date and To Date from the calendar.
o Click Search to view invoices within that range.
o To clear the date filter, click Clear.

B. Manage Existing Invoices

Under the Action column for each invoice, you have these options:

View an Invoice
1. Click the View button (eye icon) next to the invoice you want to see.
This opens the Payment Invoice Details page.
2. Here, you can review details across sections like Personal Details,
Vehicle Details, Quotation Details, and Payment History.
3. Once you're done viewing, scroll up and click the back arrow button
to return to the previous page.
Download an Invoice
1. Click the Download button to download the invoice in PDF format.

6. Stock Allotment
The Stock Allotment Module is designed to help users efficiently
manage the allocation and tracking of vehicle stock assigned to dealers or
branches. It serves as a centralized system for viewing, searching, and
monitoring stock allotment records throughout the sales workflow.

The Invoice Page

To get started, go to the Sales page and select the Stock Allotment
option. This will open the Stock Allotments List page, where you'll find a
comprehensive list of all your stock allotments.
On this page, you can:
 View Stock Allotments: See a complete list of all stock
allotments.
 Track Status: Monitor the number of items in your Total List,
Pending List, and Completed List.
 Search for Stock Allotments:
o Enter specific stock allotment details in the search bar, then click
Search.
o To clear your search, click Clear.
 Filter by Date Range:
o Choose a From Date and To Date from the calendar.
o Click Search to view stock allotments created within that specific
time frame.
o To clear the date filter, click Clear.

A. Manage Existing Invoices

In the Action column for each stock allotment, you have the option to
view details:

View an Invoice
1. Click the View button (it looks like an eye icon) next to the invoice
you want to see. This will open the Stock Allotment Details page.
2. Here, you can review details in sections like Personal Details,
Vehicle Details, Other Vehicle Details, and Accessory List.
3. Once you're done viewing the details, scroll up and click the back
arrow button to return to the previous page.
7. Gate Pass
The Gate Pass Module is designed to manage and track the movement
of vehicles out of the premises in an organized and controlled manner. It
ensures secure dispatch by generating and maintaining a record of gate
passes issued for each vehicle.

The Gate Pass Page

To begin, go to the Sales page and select the Gate Pass option. This will
open the Gate Pass page, where you'll find a complete list of all your
gate passes.
On this page, you can:
 View Gate Passes: See a comprehensive list of all gate passes.
 Track Status: Monitor the number of Total Gate Passes,
Pending Gate Passes, and Completed Gate Passes.
 Search for Gate Passes:
o Enter specific gate pass details in the search bar, then click
Search.

o To clear your search, click Clear.

 Filter by Status:
o Choose a status, such as Pending or Delivered, from the
dropdown menu.
o Click Search to view gate passes with that specific status.
o To clear the status filter, click Clear.
 Filter by Date Range:
o Select a From Date and To Date from the calendar.
o Click Search to view gate passes created within that specific
time frame.
o To clear the date filter, click Clear.

A. Manage Existing Gate Passes

In the Action column for each gate pass, you have the option to download
it:

Download a Gate Pass

Click the Download button to download the vehicle gate pass as a PDF
file.
Services
The Services Module is a comprehensive system designed to streamline
and optimize service operations, including vehicle servicing, spare parts
management, job card tracking, invoicing, and customer interactions. It
provides a centralized platform for service managers, supervisors,
technicians, and other stakeholders to efficiently manage service
workflows, track performance, and ensure smooth service delivery.

1. Dashboard
The Dashboard serves as a centralized interface for monitoring,
analyzing, and managing key service and parts-related performance data.
It enables supervisors, service managers, and decision-makers to gain
real-time insights, track trends, and make informed business decisions
based on operational performance.

A. Access the Dashboard

1. Navigate to the Dashboard from the main navigation panel.
2. Use the Select Role dropdown to choose a specific dealer.
3. Based on your selection, the dashboard metrics and data update
dynamically.

B. Performance Filters
To analyze data over different time periods:
Use the filter options to view metrics for:
 Last 24 Hours
 Last Week
 Last Month
 Last Year
These filters help you compare trends and make data-driven decisions
over selected durations.

C. Key Metrics Displayed

The dashboard displays the following performance indicators:
 Service Revenue: Total earnings generated from service activities.
 Parts Sales Revenue: Revenue earned from parts sales.
 Service Cost: Total cost incurred in providing services.
 Profit Margin: Calculated profit after deducting service costs from
revenue.
Each metric is updated in real time based on the selected time filter.
D. Part Aging Insights
You can view the Part Aging List, categorized into:
 Fast Moving Parts
 Slow Moving Parts
 Rare Moving Parts
Click any category to view the list of parts and their movement trends.

A graphical representation of Service Aging is also available to visualize

how long service parts remain in inventory or usage cycles.

E. Part Orders Overview

The Part Orders Table provides detailed insights into the inventory and
order status of common parts such as:
 Brake Pad
 Battery

 Seat Cover
 Mobile Holder
 Brake Oil
Each row displays the following information:
 In Stock: Quantity available in inventory.
 Pending Orders: Items that have been ordered but not yet
received.
 Monthly Average: Average monthly consumption or order
quantity.
 To Be Ordered: Suggested quantity based on current inventory
trends.

F. Repeat Business Insights

The Repeat Business section displays recurring customer purchases and
services, helping identify loyal customers and frequently sold products or
services.
2. Job Card
The Job Card module is a core feature within the Service section that
facilitates the end-to-end management of vehicle service records. It
enables service teams to create, update, track, and finalize service-
related activities for customer vehicles.
This module streamlines service operations by offering a centralized
platform to document issues, estimate repair costs, track status, and
generate service reports.
A. Adding a New Job Card
To create a new job card:
1. From the Service page, select the Job Card option. This opens the
Service Job Card page.
2. In the upper-right corner, select the Add Job Card button. The Add
Job Card page appears.
Some fields on this page are pre-filled and cannot be edited. These
include:
 Trans. Date
 Mobile No.
 Reg. No.
 Chassis No.
 Engine No.
 Product Name
 Sub Product
 Make
 Model
 Variant

 Color
 Fuel Type
 Warranty Start Date
 Warranty End Date
 Warranty Period

3. Provide the following required information:

 Choose the Customer Name from the dropdown menu.
 Select the Job Type from the dropdown menu.
 Choose a Supervisor.
 4. To add a complaint:
 Select the Add Complain button. A side panel, Add Complain,
opens.
 Choose the Complain Type from the dropdown menu.
 Enter a Complain Description.
 Enter the Estimated Cost.
 Select the Estimated Time from the dropdown menu.
 Select Save.
 A confirmation message, "Are you sure? (Do you want to add this
complaint?)", appears. Select Yes.
 A "Success!" message appears. Select OK to return to the Add Job
Card page.
5. If required, select the Extended Warranty radio button.
6. Select Submit.
The job card is now added, and you are redirected to the Service Job
Card page.

B. Managing Existing Job Cards

The Service Job Card page displays a list of all added job cards.
Searching for a Job Card:
 To find a specific job card, enter its name in the search field and
select the Search button.
 To clear the search results, select the Clear button.
Filtering Job Cards by Date:
 Enter a From Date and To Date to filter job cards within a specific
period.
 Select the Search button to apply the date filter.
 To clear the date filter, select the Clear button.
At the top of the page, you can view summary metrics for job cards:
 Total Jobs: The total number of job cards created.
 Pending Jobs: The number of job cards that are still in progress.
 Completed Jobs: The number of job cards that have been
completed.
 Revenue: The total revenue generated from completed jobs.

C. Editing a Job Card

To modify an existing job card:
1. In the All Added Card List, locate the job card you want to edit.
2. Under the Action column, select the Edit (pencil) icon. The Update
Job Card page opens.
3. Make the necessary changes.
4. Select Submit to save your updates.
D. Viewing Job Card Details
To view the detailed information of a job card:
1. In the All Added Card List, locate the job card you want to view.
2. Under the Action column, select the View Details (eye) icon. The
Job Card Details page opens.
This page includes:
 Vehicle Details: Information about the vehicle associated with the
job card.
 Issue Details: Information about the reported issues. You can
modify existing issue details or add new ones.

E. Adding New Issues

To add more issues to a job card:
1. On the Job Card Details page, select the Add Issues button. A side
panel, Add Issue, opens.
2. Enter the issue details.
3. Select Submit.

F. Job Card Actions

In the upper-right corner of the Job Card Details page, you'll find three
clickable options:

Survey
The Survey feature allows you to conduct a visual inspection of the
vehicle.
1. Select Survey. The Survey page opens, displaying an illustration of
different parts of a bike.
2. A list of bike body parts with corresponding radio buttons is shown.
3. When you select a radio button for a particular part (e.g., Headlight),
that part will turn red in the bike illustration, while other parts remain
grey. This visually highlights the selected part.
4. You can also upload vehicle images by selecting the Choose File
option and then uploading your file.
5. Once you have selected all relevant parts and uploaded images (if
applicable), select Submit.
Survey Report
The Survey Report provides a summary of the vehicle inspection.
1. Select Survey Report. The Survey Report page opens.
2. This page displays the bike illustration with the parts you previously
selected highlighted in red.
3. Below the illustration, you'll find customer and vehicle details, such
as:
 Customer Name: Madhav Gune
 Address: Andheri East
 Email: madhav@[Link]
 Mobile No.: 9736535276
 City Name: MUMBAI
 Product Name: Two-Wheeler
 Make Name: Straya
 Model Name: EV
 Variant Name: Comfort Plus
 Color Name: Grey

 Fuel Type Name: Electric High Speed

Additionally, parts that were identified as unsafe during the survey will be
highlighted (e.g., Headlight UNSAFE), while other non-highlighted parts
will be marked SAFE.
4. To download the report in PDF format, select the Print button.

Signature
The Signature option allows you to capture a digital signature.
1. Select Signature. The Verify Signature dialog box opens.
2. Sign within the designated area.
3. If you need to sign again, select the Clear button.
4. Once satisfied with the signature, select Verify.
5. To return to the previous page, select the Back-Arrow button.

3. Technician to Do
The Technician To-Do module is designed to help workshops and service
centers efficiently manage, track, and execute vehicle service jobs. It
provides technicians, supervisors, and service managers with a
centralized dashboard to monitor job statuses, update service details,
assign tasks, and manage associated parts and issues.
A. Dashboard Overview
When you navigate to the Technician To-Do page, you'll see a summary
of job card statuses at the top:
 Total Jobs: The total number of job cards in the system.
 Pending Jobs: The number of job cards that are awaiting
completion by technicians.
 Completed Jobs: The number of job cards that technicians have
finished.
 Revenue: The total revenue associated with completed jobs.

B. Finding Specific Job Cards

You can easily locate specific job cards within the Technician To-Do List:
 Search by Name: Enter the job card name in the search bar and
select the Search button. To clear the search results, select Clear.
 Filter by Date: Use the calendar to select a From Date and To
Date, then select the Search button to view job cards within that
period. To clear the date filter, select Clear.

The Technician To-Do List table displays the following details for each
job card:
 Job Card No.: A unique ID for each work order.
 Job Card Date: The date the job card was created.
 Customer Name: The name of the customer for whom the work is
being done.
 Registration No.: The vehicle's license plate or registration
number.
 Vehicle Type: The make and model of the vehicle (e.g., car, bike,
truck).
 Supervisor Name: The name of the supervisor overseeing the job.
 Technician Name: The name of the technician assigned to perform
the work.
 Status: The current progress of the job (e.g., pending, in progress,
completed).

C. Managing Job Card Details

To view and manage the details of a specific job card:
1. In the table, locate the job card you want to work on.
2. Under the Action column, select the View Details (eye) icon. This
opens the Technician To-Do Details page.
This page includes two main sections:
 Vehicle Details: Provides information about the vehicle.
 Issue Details: Lists the issues reported for the job.
Adding New Issues
To add a new issue to the job card:
1. In the Issue Details section, select Add Issue. A side panel, Add
Issue, opens.
2. Enter the following information:
 Complain: A brief summary of the customer's reported issue.
 Complain Description: A detailed explanation of the customer's
problem.
 Estimate Cost: The estimated cost to resolve the issue.
 Choose the Technician: Select the technician who will work on the
issue from a list.
 Enter a Remark: Add any general notes or comments about the
issue.
 Enter a Tech Remark: The technician can add specific notes about
the issue or repair.
 Choose the Issue Status: Set the current status of the issue to
either Pending (not yet resolved) or Done (resolved).
 Choose the Repair type: Select the type of repair performed from
a predefined list (e.g., engine repair, brake service).
 Enter the Estimate Time: The estimated time required to
complete the repair.
 Enter the Actual Time: The actual time taken to complete the
repair.
 Select Submit: Confirm and save all the entered information for
the issue.
3. Click Submit button.

Editing Existing Issues

To modify an existing issue:
1. In the Issue Details section, locate the issue you want to edit.
2. Select the Edit (pencil) icon next to the issue. The Edit Issue page
opens.
3. Make the necessary changes.
4. Select Submit.
5. A confirmation message, "Are You Sure? (Do you want to save this
issue?)", appears. Select Yes, save it to confirm, or Cancel to
discard changes.
6. A "Success!" message appears. Select OK.
Adding and Editing Parts
You can add and manage parts associated with the job card:
1. Select the Plus (+) icon. The Add Part section appears, listing any
items already added with their quantities.
2. To edit the details of an added item, select the Edit (pencil) icon next
to the item. The Part Details dialog box opens.
3. Edit the details as required.
4. Select Submit. You'll be redirected back to the Technician To-Do
Details page.
To return to the main Technician To-Do page, select the Back-Arrow
button.

4. Supervisor to Do
The Supervisor to Do module plays a critical role in the efficient
management of service operations within the platform. It is specifically
designed for supervisors to monitor, track, and manage job cards
throughout the service lifecycle.

A. Accessing the Supervisor to Do Section

1. On the Services page, select the Supervisor to Do option.
2. The Supervisor to Do page opens, displaying a comprehensive list
of all job cards.

B. Dashboard Overview
At the top of the Supervisor to Do page, you'll find a summary of key
metrics:
 Total Jobs: The total number of job cards submitted.
 Pending Jobs: The number of job cards awaiting technician
assignment or completion.
 Completed Jobs: The number of job cards that have been
successfully finished.
 Revenue: The total revenue generated from completed jobs.

C. Searching and Filtering Job Cards

To quickly locate a specific job card:
 Search by Name: Enter the customer's name or job card number
in the search bar and select the Search button. To clear the search,
select the Clear button.
 Search by Date: Use the calendar to select a From Date and To
Date to view job cards within a specific period.
D. Job Card Details Table
The table on the Supervisor to Do page provides the following details for
each job card:
 Job No.: The unique identification number for the job.
 Registration No.: The vehicle's registration number.
 Customer Name: The name of the customer.
 Product Name: The name of the product or service.
 Make: The make of the vehicle or product.
 Outstanding Amt.: Any outstanding amount due.
 Delivery Date: The estimated or actual delivery date.
 Status: The current status of the job card.

E. Viewing and Managing Job Card Details

To view and manage the details of a specific job card:
1. In the Action column of the job card table, select the eye icon.
2. The Supervisor to Do Details page opens.

F. Supervisor to Do Details Page Sections

This page is divided into several sections to help you manage the job:
 Vehicle Details: Provides information about the vehicle.
 Issue Details: Lists the reported issues for the job.

Adding a New Issue

To add a new issue to a job card:
1. In the Issue Details section, select the Add Issue button.
2. The Add Issue side page opens.
3. Enter the following information:
 Complain: A brief description of the customer's complaint.
 Complain Description: Detailed information about the complaint.
 Estimate Cost: The estimated cost for addressing the issue.
 Technician: Select the assigned technician from the dropdown
menu.
 Remark: Any additional notes or comments.
 Issue Status: Choose Pending or Done.
 Repair: Select the type of repair from the dropdown menu.
 Estimate Time: The estimated time required for the repair.
4. Select the Submit button to add the issue.
Editing an Existing Issue
To modify an existing issue:
1. In the Issue Details section, select the edit icon next to the issue
you want to modify.
2. The Edit Issue page opens.
3. Make the necessary changes.
4. Select the Submit button.
5. A confirmation message, "Are You Sure? (Do you want to save this
issue?)" appears.
6. To save your changes, select Yes, save it. To cancel, select Cancel.
7. A success message appears; select OK to close it.

G. Managing Workshop Details and Finalizing Job Card

1. Click the plus icon to view and edit workshop-related details:
 Work Shop: The workshop where the work is being performed.
 Estimate Cost: The estimated cost for the issue.
 Estimate Time: The estimated time for the issue.
 Issue Status: The current status of the issue.
 Remark: Any remarks related to the issue.
 Repair Status: The current repair status.
2. Once the job is completed:
 Click the Complete Job Card button at the upper-right corner.
 The Job Card Close dialog box opens.
 Add the final Remark and enter Labour Charges.
 Click Submit button.
3. When you are finished reviewing, select the back-arrow button to
return to the previous page.

5. Supervisor Part Approval

The Supervisor Part Approval module is designed to facilitate efficient
and controlled approval of spare parts required for ongoing service jobs.
This module ensures that only necessary and appropriate parts are
approved by the supervisor before they are issued or used, thereby
reducing errors, unauthorized usage, and inventory discrepancies. It acts
as a critical checkpoint in the service workflow to ensure operational
transparency, accountability, and cost control.
A. Accessing the Supervisor Part Approval Section
1. On the Services page, select the Supervisor Part Approval option.
2. The Supervisor Part Approval page opens, displaying a
comprehensive Supervisor Approval List of job cards that require
part approval.
B. Searching and Filtering Job Cards
To quickly locate a specific job card that needs part approval:
 Search by Name: Enter the customer's name or the job card
number in the search bar, and then select the Search button. To
clear your search, select the Clear button.
 Search by Date: Use the calendar to select a From Date and To
Date to view job cards within a specific period.

C. Job Card Details Table

The table on the Supervisor Part Approval page provides the following
details for each job card:
 Job Card No.: The unique identification number for the job.
 Registration No.: The vehicle's registration number.
 Customer Name: The name of the customer.
 Product Name: The name of the product or service.
 Make: The make of the vehicle or product.
 Job Estimate Amount: The estimated total cost for the job.
 Outstanding Amt.: Any outstanding amount due for the job.
 Delivery Date: The estimated or actual delivery date.
 Status: The current status of the job card.

D. Reviewing and Approving Parts

To review and approve parts for a specific job card:
1. In the Action column of the job card table, select the eye icon.
2. The Part Approval Details page opens. Here, you'll see the
requested parts.
3. Carefully review the part details.
4. To allocate the parts and finalize the approval, select the Submit
button.

6. Spare Part Allocation

The Spare Part Allocation module is a vital part of the service
management process that ensures accurate and timely distribution of
spare parts to job cards based on approved requirements. This module
bridges the gap between spare part requests and actual part issuance by
managing the allocation workflow in a structured and traceable manner.
A. Accessing the Spare Part Allocation Section
1. On the Services page, select the Spare Part Allocation option.
2. The Spare Part Allocation page opens, displaying a comprehensive
list of all job cards requiring spare parts.
B. Searching and Filtering Job Cards
To quickly locate a specific job card:
 Search by Name: Enter the customer's name or job card number
in the search bar, and then select the Search button. To clear the
search results, select the Clear button.
 Search by Date: Use the calendar to select a From Date and To
Date to view job cards within a specific period.

C. Job Card Details Table

The table on the Spare Part Allocation page provides the following
details for each job card:
 Job No.: The unique identification number for the job.
 Job Id: The internal job identifier.
 Job Card Date: The date the job card was created.
 Product Name: The name of the product or service.
 Make: The make of the vehicle or product.
 Model: The specific model of the vehicle or product.
 Variant: The specific variant of the vehicle or product.
 Color: The color of the vehicle.
 Spare Part Name: The name of the spare part(s) required.
 Supervisor Name: The name of the supervisor overseeing the job.
 Price: The price of the spare part(s).
 Qty: The quantity of the spare part(s) required.
 Status: The current status of the spare part allocation.

D. Viewing and Managing Job Card Details for Part Allocation

To view and manage the details of a specific job card for spare part
allocation:
1. In the Action column of the job card table, select the eye icon.
2. The Job Card Details page opens.

E. Job Card Details Page Sections

This page is divided into several sections to help you manage the job:
 Vehicle Details: Provides information about the vehicle.
 Issue Details: Lists the reported issues for the job.
F. Allocating Parts
To allocate parts for an issue:
1. In the Issue Details section, locate the relevant issue.
2. For Part Allotment, select the plus icon.
3. The Part Details page opens, displaying the following information:
 Item Type: The category of the item.
 Request Qty: The quantity of the part requested.
 Part Allotment: The current allocation status.
4. You can edit the Request Qty to increase or decrease the quantity
of parts.
5. Once you've made your changes, select the Submit button.
6. When you're done, select the back-arrow button to return to the
previous page.

7. Job Card Invoice

The Job Card Invoice module plays a critical role in the service and
billing workflow by enabling accurate, efficient, and organized invoice
generation for completed job cards. It acts as the final financial step in the
service process, ensuring proper documentation, payment tracking, and
customer accountability.

A. Accessing the Job Card Invoice Section

1. On the Services page, select the Job Card Invoice option.
2. The Job Card Invoice page opens, displaying a comprehensive list of
all added job card invoices.

B. Understanding the Job Card Invoice Page

At the top of the Job Card Invoice page, you'll find a summary of key
metrics:
 Total Invoices: The total number of job card invoices that have
been created.
 Invoice Pending: The number of invoices that are awaiting
payment.
 Invoice Paid: The number of invoices that have been successfully
paid.
C. Searching and Filtering Job Cards
To quickly locate a specific job card invoice:
 Search by Name: Enter the customer's name or job card number
in the search bar, and then select the Search button. To clear the
search results, select the Clear button.
 Search by Date: Use the calendar to select a From Date and To
Date to view job card invoices within a specific period. After
selecting the dates, select the Search button. To clear the date
filter, select the Clear button.

D. Editing and Generating Invoices

To review and generate an invoice for an existing job card:
1. In the Action column of the job card list, select the edit icon next to
the job card you want to invoice.
2. The Job Invoice Details page opens, displaying all the relevant
invoice details.
3. Carefully review the invoice details to ensure accuracy.
4. Once you've confirmed all the details are correct, select the
Generate Invoice button.

8. Payment Against Invoice

The Payment Against Invoice module is a crucial component for
managing and recording customer payments against service invoices. It
ensures transparency, accountability, and completeness in the service-to-
payment lifecycle by enabling service teams to track, verify, and update
payment statuses in real time.
A. Accessing the Payment Against Invoice Section
1. On the Services page, select the Payment Against Invoice option.

2. The Payment Against Invoice page opens, displaying a

comprehensive list of all invoices.

B. Searching and Filtering Invoices

To quickly locate a specific invoice:
 Search by Name: Enter the customer's name or invoice number in
the search bar, and then select the Search button. To clear the
search results, select the Clear button.
 Search by Date: Use the calendar to select a From Date and To
Date to view invoices within a specific period.
C. Invoice Details Table
The table on the Payment Against Invoice page provides the following
details for each invoice:
 Invoice No.: The unique identification number for the invoice.
 Job Card No.: The unique identification number for the associated
job card.
 Customer Name: The name of the customer.
 Job Type: The type of job performed.
 Registration No.: The vehicle's registration number.
 Total Amt.: The total amount due for the invoice.
 Status: The current payment status of the invoice (e.g., pending,
paid).

D. Viewing and Updating Payment Details

To view and update the payment details of a specific invoice:
1. In the Action column of the invoice table, select the eye icon.
2. The Payment Invoice Details page opens.

E. Payment Invoice Details Page Sections

This page is divided into several sections to help you manage payment
details:
 Personal Details: Provides information about the customer.
 Vehicle Details: Provides information about the vehicle.
 Services Details: Lists the services performed.
 Payment History: Shows a record of all payments made against
this invoice.

F. Adding or Updating Payment Details

To add or update payment information for an invoice:
1. In the upper-right corner of the Payment Invoice Details page,
select the Update button.
2. The Add Payment Details side page appears.
3. Enter the following information:
  Payment Mode: Choose how the payment was made (e.g., Cash,
Credit Card, Bank Transfer) from the dropdown menu.
 Transaction Amount: The amount of the current transaction.
 Transaction No.: The transaction reference number.
 Transaction Date: The date the transaction occurred.
4. Select the Submit button. The details will update, and you'll be
redirected to the Payment Invoice Details page.
5. When you're finished, select the back-arrow button to return to the
previous page.

9. Service Gate Pass

The Service Gate Pass module is designed to streamline and secure the
vehicle release process after service completion and payment clearance.
It ensures that only fully serviced and paid-for vehicles are allowed to exit
the premises, maintaining control and accountability within the service
center operations.

A. Accessing the Service Gate Pass Section

1. On the Services page, select the Service Gate Pass option.
2. The Service Gate Pass page opens, displaying a comprehensive list
of all invoices for which payment has been completed.

B. Searching and Filtering Invoices

To quickly locate a specific invoice for a gate pass:
 Search by Name: Enter the customer's name or invoice number in
the search bar, and then select the Search button. To clear the
search results, select the Clear button.
 Search by Date: Use the calendar to select a From Date and To
Date to view invoices within a specific period.
C. Invoice Details Table
The table on the Service Gate Pass page provides the following details
for each completed payment invoice:
 Invoice No.: The unique identification number for the invoice.
 Job Card No.: The unique identification number for the associated
job card.
 Registration No.: The vehicle's registration number.
 Customer Name: The name of the customer.
 Product Name: The name of the product or service.
 Chassis No.: The unique chassis number of the vehicle.
 Engine No.: The unique engine number of the vehicle.
 Variant Name: The specific variant of the vehicle.
 Remark: Any relevant remarks.

D. Generating a Vehicle Gate Pass

To download the vehicle gate pass:
 In the Action column of the invoice table, select the download
icon.
 The Vehicle Gate Pass will download as a PDF file.

Logistics
The Logistics module in the Dealer Management System (DMS) is a vital
hub for efficiently managing the entire supply chain and inventory of a
dealership. It provides comprehensive tools for monitoring key
performance indicators, tracking physical stock movement, streamlining
purchase order processes, and ensuring accurate financial reconciliation
for all incoming and outgoing items.

1. Dashboard
The Logistics Dashboard module serves as a centralized and dynamic
visual interface that enables operations, logistics, and management teams
to monitor and analyze critical logistics data. It offers a real-time,
consolidated view of key performance indicators (KPIs) related to
purchase orders, inventory, vendor activities, and sales performance
empowering teams to make data-driven decisions and improve
operational efficiency.
A. Dashboard Filtering Options
You can customize the dashboard view to focus on specific data sets:
 Filter by OEM (Original Equipment Manufacturer): Select an
OEM from the dropdown menu. The dashboard metrics will
automatically update to reflect data specific to the chosen OEM.
 Filter by Dealer: Choose a dealer from the dropdown menu. The
dashboard will then display metrics tailored to the selected dealer's
performance.
 Filter by Period: Use the Select period option to refine your data
by time.
o Choose a month from the dropdown menu.
o Choose a year from the dropdown menu. The dashboard will
then show data for your selected period.

B. Key Metrics
The dashboard prominently displays the following crucial metrics:
 Total Purchase Orders: The overall number of purchase orders
created.
 Total Completed Orders: The total count of orders that have been
successfully fulfilled.
 Total Pending Orders: The number of orders awaiting completion
or fulfillment.
 Total Out of Stock: The total count of items that are currently
unavailable in inventory.
 Total Cancelled Orders: The total number of orders that have
been canceled.

C. Performance Visualizations
The dashboard includes visual representations to help you quickly grasp
trends:
 Sales Over the Month Graph: This graph illustrates sales
performance across different months, providing a clear trend
analysis.
 Sales by City Graph: This graph shows sales distribution across
various cities, helping you identify geographical performance.

D. Top Purchase Products

This section highlights your best-performing products:
Search for Products: Use the search functionality to find specific
products by:
 Product Name
 Make
 Model
E. Vendor List
The Vendor section provides a detailed list of your vendors and the
products they supply:
 Product: The general product category.
 Make: The manufacturer of the product.
 Model: The specific model of the product.
 Variant: Any specific variant or configuration of the product.

2. Logistics
The Logistics module is a core feature that enables businesses to
efficiently manage and maintain detailed records of their vehicles, spare
parts, and accessories inventory. It provides a structured, centralized
platform for adding, updating, and tracking all logistics-related data
associated with vendors and business partners.

A. Accessing Logistics
1. Navigate to the side menu and select Logistics.
2. The Logistics page opens, displaying a list of existing logistics
entries.
3. To add a new logistics entry, click the Create New button.

B. Adding New Logistics Entries

To add a new logistics record:
1. Click the Create New button.
2. The Add Logistics page will open.
3. Fill in the following primary details:
 Choose Partner: Select the relevant partner from the dropdown
menu.
 Choose Vendor Type: Select the type of vendor from the
dropdown menu.
 Choose Vendor Name: Select the specific vendor from the
dropdown menu.
 Choose Status: Select the status of this logistics entry (Active or
Inactive) from the dropdown menu.
C. Adding Item Details (Vehicles, Spare Parts, Accessories)
On the upper right corner of the Add Logistics page, you'll find three
options to add specific item details to your logistics entry:
 Add Vehicle Details
 Add Spare Parts
 Add Accessories
Clicking any of these buttons will add a corresponding section to the page
where you can enter specific item information.

Adding Vehicle Details

1. Click the Add Vehicle Details button. A new section will appear.
2. Fill in the required vehicle information:
 Choose Product: Select either "four-wheeler" or "two-wheeler"
from the dropdown menu.
 Choose Variant: Select the specific vehicle variant from the
dropdown menu.
Note: - Based on your Product and Variant selection, the Sub
Product, Make, Model, Fuel Type, and Color fields will auto-
populate.

 Enter Purchase Price: Input the price at which the vehicle was
purchased.
 Enter Selling Price: Input the intended selling price of the vehicle.

After adding the details, you'll see a Vehicle Code Details table. This
table displays a summary of the added vehicle, including columns for
Business Partner, Product, Sub Product, Make, Model, Variant,
Color, Fuel, and Price.
 Editing Vehicle Details in the Table:
o Under the Action column in the Vehicle Code Details table,
click the Edit option (pencil icon) for the vehicle you wish to
modify.
o This action will enable the non-editable fields in the Add Vehicle
Details section above, allowing you to make changes.
o Click the Submit button to save your edits.
Adding Spare Parts
1. Click the Add Spare Parts button. A new section will appear.
2. Fill in the required spare part information:
 Choose Product: Select either "four-wheeler" or "two-wheeler"
from the dropdown menu.
 Choose Variant: Select the specific vehicle variant the spare part
is for from the dropdown menu.
Note: - Based on your Product and Variant selection, the Sub
Product, Make, Model, Fuel Type, and Color fields will auto-
populate.

 Enter Serial No: Input the serial number of the spare part.
 Choose Spare Parts: Select the specific spare part from the
dropdown menu.
 Enter Purchase Price: Input the price at which the spare part was
purchased.
 Enter Selling Price: Input the intended selling price of the spare
part.
 Choose Part Category: Select the category the spare part belongs
to from the dropdown menu.
 Choose Warranty: Select the warranty status or duration from the
dropdown menu.
 Choose Product Requirement: Select the product requirement
from the dropdown menu.
 Enter Remark: Add any additional remarks if necessary.

After adding the details, you'll see a Spare Part Details table. This table
displays a summary of the added spare part, including columns for
Product, Sub Product, Make, Model, Variant, Fuel, Spare Part, and
Purchase Price.
 Editing Spare Part Details in the Table:
o Under the Action column in the Spare Part Details table, click
the Edit option (pencil icon) for the spare part you wish to
modify.
o This action will enable the non-editable fields in the Add Spare
Parts section above, allowing you to make changes.

o Click the Submit button to save your edits.

Adding Accessories
1. Click the Add Accessories button. A new section will appear.
2. Fill in the required accessory information:
 Choose Product: Select either "four-wheeler" or "two-wheeler"
from the dropdown menu.
 Choose Variant: Select the specific vehicle variant the accessory is
for from the dropdown menu.
Note: - Based on your Product and Variant selection, the Sub
Product, Make, Model, Fuel Type, and Color fields will auto-
populate.

 Enter Serial No: Input the serial number of the accessory.

 Choose Accessories: Select the specific accessory from the
dropdown menu.
 Enter Purchase Price: Input the price at which the accessory was
purchased.
 Enter Selling Price: Input the intended selling price of the
accessory.
 Choose Part Category: Select the category the accessory belongs
to from the dropdown menu.
 Choose Warranty: Select the warranty status or duration from the
dropdown menu.
 Choose Product Requirement: Select the product requirement
from the dropdown menu.
 Enter Remark: Add any additional remarks if necessary.

After adding the details, you'll see an Accessory Details table (the
original text incorrectly refers to "Spare Part Details table" here). This
table displays a summary of the added accessory, including columns for
Product, Sub Product, Make, Model, Variant, Fuel, Accessory, and
Purchase Price.
 Editing Accessory Details in the Table:
o Under the Action column in the Accessory Details table, click
the Edit option (pencil icon) for the accessory you wish to
modify.
o This action will enable the non-editable fields in the Add
Accessories section above, allowing you to make changes.
o Click the Submit button to save your edits.

Finalizing Logistics Entry

Once you have added all necessary vehicle, spare part, and/or accessory
details, click the Submit button at the bottom of the Add Logistics page.
The logistics entry will be added, and you will be redirected back to the
main Logistics page.
D. Searching and Editing Existing Logistics Entries
On the main Logistics page, you can:
 Search for a Logistics Entry:
o Enter the vendor name into the search bar.
o The list will filter to show matching logistics entries.
 Edit an Existing Logistics Entry:
o In the table, locate the logistics entry you wish to edit.
o Under the Action column, click the Edit option (pencil icon).
o The Logistics page (with the selected entry's details pre-filled)
will open. Make your required edits.
o Click the Submit button to save your changes. You will then be
redirected back to the main Logistics page.

3. Order
The Order module plays a crucial role in managing the complete
purchase order lifecycle within the Dealer Management System (DMS). It
streamlines the process from order creation, through OEM approval, to
order tracking and invoice generation. This ensures transparency,
accuracy, and operational efficiency across all dealership ordering
activities

3.1 Purchase order

The Purchase Order section, located under the Order menu, allows you
to create, track, and manage all your purchase orders. This ensures a
streamlined process from order creation to approval and inventory
updates.
A. Creating a New Purchase Order
To initiate a new purchase order:
1. From the Order menu, select the Purchase Order option. The
Purchase Order page will open.
2. Click the Create New Order button. The Add New Purchase Order
page will then appear.
3. On this page, provide the following details:
 Choose Business Partner: Select the relevant business partner
from the dropdown menu.
 Purchase Order Type: Select the appropriate circle:
o Vendor Specific: For orders tied to a particular vendor.
o Part Specific: For orders based on individual parts or items.
 Choose Vendor Name: Select the specific vendor from the
dropdown menu.
 Enter Reference No.: Input a unique reference number for the
purchase order.
  Choose Department: Select the department initiating the
purchase from the dropdown menu.
 Choose Payment Term: Select the payment terms (e.g., Net 30,
COD) from the dropdown menu.
 Choose Payment Mode: Select the preferred payment method
from the dropdown menu.
 Add Payment Date: Use the calendar tool to select the payment
date.
 Add PO Expected Date: Use the calendar tool to select the
expected delivery date for the purchase order.
 Choose Showroom Center: Select the relevant showroom center
from the dropdown menu.
 Enter Remark: Add any necessary notes or remarks about the
order.
4. Once all details are entered, click the Submit button located in the
upper right corner of the screen.

B. Purchase Order Approval and Tracking

After submission, your purchase order request is sent to the OEM (Original
Equipment Manufacturer) for approval.
 Upon OEM approval, the request will be reflected under the PO
Approval section.
 You will then be redirected back to the main Purchase Order page.
On the Purchase Order page, you can view the following summary
metrics for all added purchase orders:
 Total Item In-Stock
 Total Vehicle In-Stock
 Total Pending Item In-Stock
 Total Complete In-Stock

C. Searching and Viewing Purchase Orders

To find and review specific purchase orders:
 Search by PO Type: Enter the PO type (e.g., a specific reference
number or vendor name) into the search bar and click the search
icon. The table will filter to show matching results.
 View Purchase Order Details: In the PO table, locate the desired
purchase order. Under the Action column, click the eye icon to
open the Purchase Order Details page. Here, you can view all the
comprehensive details of that specific order.
D. Adding Logistics Type to a Purchase Order
From the Purchase Order Details page, you can also add logistics
details to a specific purchase order:
1. Locate the text "Vendor Specific" on the Purchase Order Details
page.
2. Click the Add button corresponding to this text.
3. A side dialog box, Add Logistic Type, will open.
4. In this dialog, select the type of item you want to add details for:
 Vehicle
 Spare parts
 Accessory

5. Enter all the required details for the selected logistics type.
6. Click the Submit button.
Once submitted, the logistics type and its associated details will be added
to the purchase order.

3.2 PO Approval
This document outlines the process for Original Equipment Manufacturers
(OEMs) to review and approve Purchase Orders (POs) submitted by
dealerships within the Dealer Management System (DMS). This process
applies to vehicle, accessory, and spare parts orders.
When a dealership creates and submits a PO, it is sent to the OEM for
approval. The OEM then logs into the DMS to review and approve the PO.

A. Accessing PO Approval
To access the PO Approval page:
1. In the DMS, navigate to the Order menu.
2. Select the PO Approval option.
The PO Approval page displays all POs submitted by dealerships that are
awaiting OEM review.
B. Reviewing and Approving a PO
To review and approve a specific PO:
1. On the PO Approval page, locate the desired PO.
2. In the Action column, click the eye icon corresponding to that PO. This
opens the PO Approval Details page.
On the PO Approval Details page, you can review the complete PO order
details. OEMs can also take the following actions:
Adjust Quantity (if needed): If the requested quantity from the dealer
is not available, you can decrease the quantity.
1. Click the edit icon in the Action column for the specific item.
2. Change the quantity as needed.
3. Click the confirm icon (which appears after editing) in the Action
column to save the change.

Approve the PO:

1. After reviewing the PO details and making any necessary quantity
adjustments, click the Approve button located in the upper-right
corner of the screen.
2. A confirmation message, "Are you sure?", will appear. Click Yes.
3. A success message will appear. Click OK.

4. You will be redirected back to the PO Approval page.

C. PO Approval Page Overview

The PO Approval page provides a summary of all purchase orders. You can
view:
 Total Purchase Orders
 Pending Purchase Orders
 Approved Purchase Orders
 Accepted Purchase Orders

D. Searching for a Specific PO

To search for a specific PO:
1. Enter the PO type (e.g., "Vehicle," "Accessory," "Spare Parts") into the
search bar.
2. Click the search icon.

3.3 Order Received Request

As a dealer, you can track the approval status of your Purchase Orders
(PO) directly within the Dealer Management System (DMS). This includes
monitoring requests, accepted orders, and generated invoices, along with
viewing detailed PO information.
A. Checking PO Order Approval Status
1. Log in to the DMS.
2. Navigate to the Order menu.
3. Select the Order Received Request option. The Orders page will
open, displaying the Order Received Request List.

B. Filtering and Viewing Order Status

The Orders page allows you to filter the list by different PO statuses:
1. Choose the Search Type from the dropdown menu. Your options
include:
 Order Received Request: View POs that have been sent and are
awaiting initial processing by the OEM.
 Order Accepted: View POs that the OEM has formally accepted.
 Generate Invoice: View POs for which an invoice has been
generated by the OEM.
2. For example, select Order Accepted and then click the Search
button.
3. The Order Received Request List will update to display only the
POs matching your selected Search Type.

C. Viewing Specific PO Details

To view comprehensive details of any PO in the list:
1. Locate the desired PO in the table.
2. Click the eye icon in the Action column corresponding to that PO.
3. The Orders Received Request Details page will open, displaying
all the associated PO details.
4. To return to the previous page, click the arrow icon (back button).

D. Order Summary and Search by Date

On the main Orders page, you'll find a summary of your order statuses:
 Total Order Received Request: The total number of purchase
orders awaiting review.
 Total Order Accepted: The total number of purchase orders that
have been accepted by the OEM.
 Total PO Generate Invoice: The total number of purchase orders
for which an invoice has been generated.
You can also search for Order Received Requests based on their
creation date:
1. Choose a From Date using the calendar option.
2. Choose a To Date using the calendar option.
3. Click the Search button. The list will update to show requests within
your specified date range.
4. To clear the date filters and view all requests, click the Clear button.
4. Stock
The Stock module is a critical component of the Dealer Management
System (DMS) that enables efficient and accurate inventory
management. It offers end-to-end control over stock tracking from goods
received to physical verification and outgoing movement ensuring data
integrity and smooth business operations across showrooms, warehouses,
and vendor channels.

4.1 Stock Details

The Stock Details page offers a real-time overview of your current
inventory. This section updates automatically as orders are received and
processed.

A. Accessing Stock Details

1. Under the Stock menu, select the Stock Details option.
2. The Stock Details page will open.

B. Filtering and Searching Stock

You can refine the stock view using the following options:

Filter by User Type and Showroom:

1. Choose a User Type from the dropdown menu (e.g., Showroom or
OEM).
2. If you select Showroom, a Showroom Center dropdown menu will
appear. Choose the desired showroom (e.g., Mira Road, Dahisar, Kia
Automobiles).
3. Click the Search button to apply the filter.
4. To clear the applied filters and view all stock, click the Clear button.
Search for Specific Items: Enter the item type (e.g., "Disk Brake,"
"EV," "Seat Cover") into the All Stocks search bar and click the search
icon to find specific items.
C. All Stocks Table
The All Stocks table displays detailed information for each item in your
inventory:
 Showroom Center Name: The name of the showroom center
where the item is located.
 Item Name: The specific name of the item.
 Item Type: The category of the item (e.g., Spare-Parts, Vehicle,
Accessories).
 Purchase Price: The price at which the item was purchased.
 Selling Price: The price at which the item is intended to be sold.
 Goods Balance: Any quantity of the item remaining to be received
from the OEM.
 Defective Balance: The quantity of items received that were found
to be defective.
 Missing Balance: The quantity of items from an order that were
not received.
 Order Quantity: The original quantity specified in the order.
 Pending Quantity: The quantity of items from an order that are
still awaiting fulfilment.

4.2 Stock IN
The Stock In section allows you to manage the process of receiving items
into your inventory based on purchase orders.
A. Accessing Stock In
1. Under the Stock menu, select the Stock In option.
2. The Stock In page will open.

B. Overview and Searching

On this page, you can:
View Stock in Metrics: See a summary of your stock-in activities,
including:
 Total Item In-Stock
 Total Vehicle In-Stock
 Total Pending Item In-Stock
 Total Complete In-Stock

Search by PO Type: Use the All Stock IN search bar to enter a PO type
(e.g., a specific purchase order number) to locate a particular purchase
order.
C. Viewing PO Details and Managing Stock In
1. To view detailed information for a purchase order, click the eye icon
under the Action column for the desired PO.
2. The Stock-In Details page will open, displaying all the associated
details. Under this, you'll find a table with the following information:
 Name
 Variant Name
 Product Name
 Make Name
 Quantity
 Missing Quantity
 Defective Quantity
 Pending Quantity
 Goods Quantity
 Price
 Tax
 Taxset
 Amount
 Total Price
The Action column in this table provides two options: Edit and Plus icon
(+).

Editing Stock-In Quantities

1. Click the Edit icon (pencil icon) for a specific item in the table.
2. A side panel, Purchase Stock-In, will open.
3. In this panel, you can enter or adjust the following quantities as
required:
 Missing Quantity: The amount of this item that was missing from
the delivery.
 Defective Quantity: The amount of this item that was received as
defective.
 Good Quantity: The amount of this item that was received in good
condition.
4. Click the Submit button to save your changes.

Adding Factory Stock-In Serial Numbers

1. Click the Plus icon (+) for an item in the table.
2. A side panel, Add Factory Stock-In Serial, will open.
3. In this panel, enter the following serial numbers:
 Chassis No
  Engine No
 Serial No
1. Click the Submit button. The entered serial number entry will be
added under the table.
2. Click the arrow icon to return to the previous page.

4.3 Stock Out

The Stock Out section helps you manage items leaving your inventory,
typically for sales or transfers.
A. Accessing Stock Out
1. Under the Stock menu, select the Stock Out option.
2. The Stock Out page will open.

B. Overview and Searching

On this page, you can:
View Stock Out Metrics: See a summary of your stock-out activities,
including:
 Total Item Out-Stock
 Total Vehicle Out-Stock
 Total Pending Item Out-Stock
 Total Complete Out-Stock
Search by PO Type: Use the All Stock Out search bar to enter a PO
type to locate a specific purchase order.

C. Viewing PO Details and Managing Stock Out

1. To view detailed information for a purchase order, click the eye icon
under the Action column for the desired PO.
2. The Stock-Out Details page will open, displaying all the associated
details. Under this, you'll find a table with the following information:
 Name
 Logistic Type
 Product Name
 Sub Product Name
 Make
 Vendor Name
 Variant
 Accepted Qty
 Allotted Qty
 Price
 Total Amount
D. Managing Stock Out Serial Details
1. Click the Edit icon (pencil icon) for an item in the table.
2. A side panel, Stock Out Serial Details, will open.
3. In this panel, you can:
 Search Serial No: Enter a serial number into the search bar and
click the Search button.
 The matching serial number(s) will appear under the table.
 Select the checkbox next to the serial number(s) you wish to
process for stock out.
4. Click the Submit button.
5. After submission, you can view the Stock Out Allotted History
table, which records the allocation of these serial numbers.
6. Click the arrow icon to return to the previous page.

4.4 Physical Stock Taking

The Physical Stock Taking feature allows you to conduct and record
physical counts of your inventory to ensure accuracy between your
system records and actual stock.

A. Accessing Physical Stock Taking

1. Under the Stock menu, select the Physical Stock Taking option.
2. The Physical Stock Taking page will open.

View Stock in Metrics: See a summary of your Physical Stock Taking,

including:
 Total In-Stock
 Total Pending Stock
 Total Approved Stock
 Total Complete Stock
B. Adding a New Physical Stock Taking Record
1. Click the Add Physical Stock Taking button.
2. The Add Physical Stock Taking page will open.
3. Enter the following stock details:
 Choose Business Partner: Select the relevant business partner
from the dropdown menu.
 Choose Vendor Name: Select the specific vendor from the
dropdown menu.
 Add Transaction Date: Use the calendar to select the date of the
physical stock taking.
 Enter the Reference No: Input a unique reference number for this
stock take.
 Add Reference Date: Use the calendar to select the reference
date.

4. Click the Submit button in the upper right corner.

5. A confirmation message, "Are you sure you want to create a record in
Physical Stock Taking?", will appear.
 Click OK to confirm and proceed.
 Click Cancel to abort the creation.
6. Upon successful creation, a "Success" message will appear. Click OK.
7. You will then be redirected back to the Physical Stock Taking page.

C. Searching and Viewing Physical Stock Taking Records

On the Physical Stock Taking page:
 Search for Physical Stock Listing: Enter the vendor name into
the Physical Stock Listing search bar. The table will filter to
display matching results.
 View Physical Stock Taking Details: In the Physical Stock
Listing table, click the eye icon under the Action column for the
desired record. The Physical Stock Taking Details page will open.

D. Adding Logistics Type to Physical Stock Taking

On the Physical Stock Taking Details page:
1. You will see Vendor Details. Under this section, click the Add
Logistic Type button.
2. A side panel, Add Logistic Type, will open.
3. Choose the type of item you are adding details for:
 Accessory
 Vehicle
 Spare parts

Note: - Fields in the panel will change based on your selection.

 4. Enter all the required details in the fields provided.
5. Click the Submit button. The logistics type and its details will be
added under the table.
6. Click the arrow button to return to the previous page.

5. Receipt
The Receipt module is a key feature of the Dealer Management System
(DMS) that enables users to track, manage, and validate payment
receipts linked to purchase orders and invoices. It provides a
consolidated view of all receipts, helps monitor payment status, and
ensures accurate financial reconciliation across transactions.

A. Understanding Receipt Summaries

At the top of the Receipts page, you'll find key summary metrics:
 Total Receipts: The total number of receipts recorded.
 Total Pending Receipts: The total number of receipts awaiting full
payment.
 Total Unpaid Amount: The cumulative amount that remains
unpaid across all receipts.
 Total Paid Amount: The cumulative amount that has been paid
across all receipts.
 Total Paid Receipts: The total number of receipts that have been
fully paid.

B. Managing Your Receipts

The All Receipts List section displays a table of all receipts.
1. Searching for Specific Receipts: To find a particular receipt, enter
its name in the search bar and select the Search icon.
2. Viewing Receipt Details: Each receipt in the list has an Action
column with the following options:
 Download (PDF) Icon: Select this icon to download the receipt in
PDF format.
 View Details (Eye) Icon: Select this icon to open the Payment
Invoice Details page, which provides a detailed breakdown of the
selected receipt.
C. Payment Invoice Details
The Payment Invoice Details page provides comprehensive information
related to a specific payment invoice. This page is divided into several
sections:
 Purchase Order Details: Displays information related to the
associated purchase order.
 Product Details: Lists the products included in the invoice.
 Item Details: Provides a detailed breakdown of each item.
 Payment History: Shows a history of all payments made against
this invoice.
To return to the main Receipts page, select the Back-Arrow icon.