Industry · Motor retail

From the enquiry to the keys. Dealership management software for South African motor retail: stock off the floor, a quote that becomes an invoice, finance out to the houses and back, the trade-in, the test drive, and the gross on the other side.

Dealership dashboard showing total inventory, inventory value, active deals, the seven day sales trend and pipeline distribution
The deal
Enquiry to keys

Lead, customer, stock, quote, invoice, finance, trade-in, delivery. One record the whole way, so nothing is captured twice and the gross is right at the end of it.

The floor
Stock as an asset

Every unit with its cost, its retail, its days on floor and where it is. Reserved when it goes on a deal, off inventory when it leaves.

The desk
Finance and insurance

One application to several houses, instalment, balloon or guaranteed future value, plus the value-added products that carry the back-end gross.

The deal

An enquiry on Monday, a car off the floor on Friday. Seven steps on one record. Nothing re-keyed, and the gross visible before you commit to a price.

01The enquiry arrives

A lead comes in from the website, a marketplace or the showroom floor, and lands in one inbox rather than in a salesperson's phone. Nothing is a deal yet.

Inbox12 unassigned
AP
Andre du PlessisWebsite
Interested in the Haval Jolion — finance options?
09:12
NN
Nomvula van Niekerkcars.co.za
Ford Everest availability and trade-in on my Ranger
08:40
SW
Sipho van WykReferral
Booking a test drive for Saturday
Yesterday
02Matched to a customer, or one created

If they have bought before, the enquiry joins their record with every previous vehicle, service and finance agreement on it. If they are new, the customer is created from the enquiry.

APAndre du Plessisexisting customer
This enquiry
2024 Haval Jolion · Sandton
New
2021 Toyota Corolla
Sold Mar 2022 · instalment, settled
Delivered
Service plan
Expires Nov 2026
Active
Credit profile
Affordability on file
Verified
03The deal is built off the floor

Stock is picked from live inventory, so the car on the deal is a car you actually have, with its stock number, cost and days on floor attached. Margin is visible while the price is still yours to set.

Vehicle Sales · new dealSandton floor
2024 Haval Jolion
Stock SAN1013 · 24 days on floor
R 429 900
cost R 386 000 · margin R 43 900
2024 Kia Sonet
Stock SAN1019 · 41 days on floor
R 419 900
cost R 377 000 · margin R 42 900
2024 Chery Tiggo 4 Pro
Stock CPT1029 · 12 days on floor
R 349 900
cost R 313 000 · margin R 36 900
Selected stock moves to reserved, so the same car cannot be sold twice.
04Quoted, then invoiced

The vehicle, the value-added products and the trade-in settle into one quote. Accepted, it becomes the invoice carrying the same figures, so what the customer signed and what accounts raised cannot differ.

Q-2026-0044accepted
2024 Haval Jolion · SAN1013R 429 900
Credit Shortfall CoverR 8 950
Paint and Interior ProtectionR 6 900
Extended Warranty 24 monthsR 18 900
Less trade-in · 2021 Toyota Corolla-R 148 000
Balance to financeR 316 650
05Test drive booked against the car

The booking holds a specific vehicle for a specific slot, with the salesperson and the branch on it, so the showroom diary and the stock list cannot disagree about where a car is on Saturday.

Test drives · this weekSandton
Sat 09:00
Andre du Plessis
2024 Haval Jolion
Confirmed
Sat 11:30
Sipho van Wyk
2024 Haval H6
Confirmed
Sat 14:00
Nomvula van Niekerk
2024 Ford Everest
Pending
06Finance out to the houses, approvals back

One application goes to several finance houses and the answers come back onto the deal: instalment, balloon or guaranteed future value, each with its rate, term and monthly. You select one and the deal moves.

Finance applicationsAndre du Plessis · Haval Jolion
Silvermere Vehicle Finance
Balloon · 11.35% p.a. · 54 months
R 5 811pmApproved
Halvard Vehicle Finance
Instalment · 12.10% p.a. · 60 months
R 6 874pmApproved
Aldenmark Motor Finance
GFV · 12.90% p.a. · 60 months
R 5 402pmSubmitted
07Signed, settled and off the floor

The stage board carries the deal to won, the vehicle comes off inventory, the trade-in goes on to it, and the invoice and finance agreement stay attached to the customer for the next time they walk in.

Andre du Plessis — 2024 Haval JolionWon
New Lead
Qualified
Test Drive
Offer
F&I
Won
Vehicle
R 429 900
F&I products
R 34 750
Trade-in
-R 148 000
Front + back gross
R 58 650
The platform

Everything the deal touches. Floor, diary, appraisal, customer, billing.

Every unit with its stock number, cost, retail, mileage and branch, filterable by make, status and floor.

Vehicle inventory showing each unit with stock number, mileage, branch and retail price in randDeal detail showing stage pipeline, deal health, vehicle, F&I products and finance statusTest drive bookings with vehicle, customer, slot and statusTrade-in appraisals showing market value, offered and accepted valuesCustomer record showing their deals, vehicles and historyQuotes list showing each quote with its customer, value and status
F&I

The desk that decides the back end. Applications, approvals and the products that carry the gross.

Finance applications across all deals, showing instalment, balloon and guaranteed future value structures with rate, term and monthly payment
Three structures, one application

Instalment sale, balloon and guaranteed future value side by side, each with its rate, term and monthly.

Several houses at once

The application goes out to the finance houses you deal with, and the answers come back onto the deal.

Back-end gross on the record

Warranties, service plans, shortfall cover and tracking, each with its cost and its margin.

The screens on this page are the live platform, captured as it renders. The dealership, its customers, the finance houses and every figure are generated for demonstration. No client of ours appears anywhere on this page.

What dealer principals usually ask.

In one inbox, whether it came from your website, a marketplace or the showroom floor. It is not a deal yet. A person reviews it, matches it to a customer or creates one, and only then does it become a deal.
Yes. The vehicle is picked from live inventory with its stock number, cost, retail and days on floor attached. Selecting it reserves the unit, so the same car cannot be sold twice, and it comes off inventory when the deal is won.
Cost and retail sit on every unit, so front-end margin is visible while you are still building the deal. The F&I products carry their own cost and sell price, so the back end is visible at the same time rather than at month end.
No. The accepted quote becomes the invoice carrying the same figures, so what the customer signed and what accounts raised cannot differ. Both stay attached to the deal and to the customer.
It is appraised on its own record with market value, what was offered and what was accepted, and then carried onto the deal it belongs to so the balance to finance is right. When the deal is won it goes on to the floor as stock.
Yes. One application goes out and the answers come back onto the deal, each with its structure, rate, term and monthly. Instalment sale, balloon and guaranteed future value are all supported, and you select the one that goes ahead.
Warranties, service and maintenance plans, credit shortfall cover, tyre and rim, paint and interior, and tracking are all products with a cost and a sell price. They attach to the deal, and their margin is part of the gross.
Yes. A booking holds a specific vehicle for a specific slot with the salesperson and branch on it, so the showroom diary and the stock list cannot disagree about where a car is on a Saturday.
Stock, deals, test drives and staff are all branch-aware, so a group can run several floors on one platform and still see each one on its own.
Yes. Pricing, finance, trade-in values and reporting are all in rand, formatted for South Africa, with distances in kilometres and the finance structures South African dealerships actually write.

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