Understanding the Delivery Overview

One of the essential features of our software is the Delivery Overview. After selecting a specific delivery from the Delivery Card on the calendar, users are transported to a comprehensive Delivery Overview.

As specialists in workflow solutions for automotive dealerships, Dealer by Design is devoted to simplifying the complex operations inherent in the industry. This article will provide an overview of this feature, highlighting the wealth of information it provides and how to navigate it effectively.

Navigating the Delivery Overview:

• Task Lists

  One of the central components of the Delivery Overview is the tasks feature. This section outlines all tasks associated with the selected delivery, allowing users to mark them as pending, in progress, or completed. With this, you can keep a close eye on what needs to be done, who's doing it, and when it's completed.

• Notes

  Communication is key in any dealership operation. The chat notes feature allows for internal communication regarding the specific delivery. Here, staff can leave notes and comments, or ask questions that can be viewed by all involved parties.

• Deal Information

  The Deal information about the vehicle being delivered, such as model, make, year, and stock number, connected employees, customer information, and trade-in information. This information is crucial to ensure smooth coordination and complete transparency during the delivery process.

• Form Information

  Any additional services or products added to the delivery, like extended warranties or accessories, are visible in the add-on configuration section. This ensures that all parties are aware of what has been agreed upon and what needs to be prepared ahead of the delivery.

Leveraging the Delivery Overview

The Delivery Overview serves as your centralized hub for everything related to specific vehicle delivery. By consolidating tasks, chat notes, vehicle and customer information, and add-on configurations, it ensures seamless communication and operational flow.

By mastering the Delivery Overview, dealerships can significantly streamline their delivery processes, reduce the potential for error, and provide a superior customer experience. Moreover, the transparent nature of the Delivery Overview fosters accountability among team members, further enhancing the dealership's productivity.