FREQUENTLY ASKED QUESTIONS

In the “Customers” section, click on “+” button at bottom right corner of the page. You will be presented with a popup asking you to indicate if you are adding a company. Subsequently you will be presented with a form containing fields for customer details. Fill it out and click “Save”. Alternatively, if you are adding an individual, you may extract information by selecting the driver’s license field and swiping their driver’s license using a usb card reader.

This information can be accessed and modified in the “Customer” tab of a selected customer. This tab contains information such as first/last name, address information, insurance details and more.

By selecting the “Credit Application” tab, you may create, view and edit credit applications.

A financial summary can be found in the “Financial Summary” tab. This screen contains a tabular list showing any payments received from the customer as well as invoices issued.

By selecting the “Documents” tab. You may upload or download files from this view.

You may use the “Contact Log” tab to enter information for sales calls or any other interaction you deem necessary.

In the “Inventory” section, click on “+” button at bottom right corner of the page. Fill out the information in the form presented. Alternatively, you may enter the vin number and click on “decode”.

Select the “Images” tab and click on the “upload” icon. You may add a single file or multiple files from your hard drive using the ensuing dialog. Click “Upload” when you are done selecting files.

By selecting the “Documents” tab. You may upload or download files from this view.

You may use the “Contact Log” tab to enter information for sales calls or any other interaction you deem necessary.

Select the “Expenses” tab and click on the “+” button. Fill out the ensuing form and click “Save”.

Under the “Invoices” item in the navigation menu, select “Add Sale”. Select the type of deal in the ensuing screen and fill out the particulars of the deal ie customer, vehicle, selling price etc. You may save the invoice for later modifications or finalize it when you are satisfied.

Under the “Invoices” item in the navigation menu, select “Pending Invoices”. This screen contains a list of all invoices that are yet to be finalized.

Under the “Leads” item in the navigation menu, select the kind of lead you would like to create and click on “+” button. Fill out the ensuing form and click “Save”

Click on the “Convert to customer” button in the lead detail screen.

Click on the “link to existing customer” button in the credit application detail screen. This will launch a customer list window. Select the desired customer and close the window.

The data is up to date as of the time the screen was launched.

Under the “Reports” item in the navigation menu, select “All Reports”. Click on the “launch” icon next to the report name.

This section presents yearly aggregate data for several entities in the system such as vehicle sales, customers, expenses etc. Think of it as a pivot table.

This is because some entries are required by the system thereby making them immutable.

You may manage company information from the “System Management : Company Settings” screen.

Go Dealership employs a role-based access control system. Upon creation, each role is assigned read, write, delete and export access to each module. Users may subsequently be assigned roles. To create a new role, select “System Management -> Access Control”. You will be presented with a list of existing roles. Click on the “+” button. Fill out the details on the ensuing form and click “Save”.

There are two ways to achieve this. The first is to delete the user’s account from the “System Management : Staff” screen. The other method involves setting the user’s status to anything but “Active” in the “Staff : Detail” screen.