When to use
For each car for sale (price, photos, buyer) or for each vehicle that enters the workshop (owner, mileage, order history).Before you start
Vehicles (Registrations menu) only appears when the company’s segment is car dealership or auto repair shop, regardless of the plan. You also need the corresponding permission in your role.
Register a vehicle
1
Click to create
In Registrations > Vehicles, use the create button.
2
Vehicle Data tab
Plate, Brand, Model, Year, Color, Mileage, Fuel, Status and the customer field: Buyer (optional) at a dealership or Owner at a workshop. The Price appears only at a dealership.
3
Vehicle Photos tab
Cover photo (list thumbnail; without it, the first one in the gallery is used) and Photo gallery, which can be reordered and is kept to send to customers and ads.
4
Technical Specifications tab
Version, Manufacture year, Transmission, Doors and Features.
5
Documentation tab
Chassis (VIN), RENAVAM and FIPE code. In the Sales invoice section: NCM and Vehicle tax treatment, with ICMS and CFOP fields when needed. Confirm with your accountant, since a used vehicle usually has a reduced ICMS base or a margin regime.
6
Notes tab
Internal notes.
Status
Actions on the vehicle
Relationship tabs: Orders, Sales Orders and Vehicle Attachments.
In orders, the Vehicle field only appears for companies in the workshop segment and lists the chosen customer’s vehicles. See Orders.
Report
The car dealership has the Vehicle Stock Report. See Stock and vehicle reports.Orders
Link orders to the vehicle.
Contracts
Contracts and signatures.