Creating and Managing Sales Orders

Sales orders are the heart of your dealership operations. Master the sales order process to streamline your business.

Creating a Sales Order

1. Navigate to the vehicle you want to sell
2. Tap 'Sell Vehicle'
3. Select or create customer
4. Enter selling price
5. Choose payment method:

• Cash (one-time payment)
• Installments (split payments)

1. Set down payment amount
2. Configure installment terms

Installment Management

When selling on installments:

• Number of installments
• Payment frequency (weekly/monthly)
• Due dates
• Payment amounts (auto-calculated)

Payment Recording

To record a payment:

1. Open sales order details
2. Find the installment
3. Tap 'Record Payment'
4. Enter amount and method
5. Add notes if needed
6. Generate receipt

Tracking Status

Monitor:

• Total paid amount
• Remaining balance
• Next due date
• Overdue installments

Best Practices

• Record payments promptly
• Generate receipts for all payments
• Review overdue installments regularly
• Use follow-up reminders for pending payments