Dealer Management System – Vehicle Management

Stay up-to-date with your Vehicle Sales as they happen!

In today’s hyper-competitive market, a company strives to increase sales volume, contribute to the sales pipeline, and continue to work on customers’ growing demand. To achieve these objectives, Excellon offers the Vehicle module, typically designed to manage a dealership’s inventory of vehicles in stock. This module tracks the vehicles from arriving at the dealership until they are sold to customers. Overall, a robust Vehicle module in a DMS can help dealerships keep track of their inventory, manage sales, and ensure that their vehicles are properly maintained, leading to increased efficiency and profitability.

Vehicle Sales Management

Vehicle sales management is a specialized application created to help dealerships and automotive businesses manage their vehicle sales operations. This module can help dealerships streamline their sales processes, improve customer interactions, and increase revenue. It provides a centralized platform for managing sales operations, tracking customer interactions, and analyzing sales data.

Here are some standard features of vehicle sales management software are:

A

Order Management

B

Order Allocation

C

Inventory Management

D

Sales Tracking

E

Reporting

  1. Order Management: Capture customer and vehicle details, the Sale Invoice outlines transaction specifics, and the Dispatch document logs delivery details. Additionally, the Sale Return Requisition captures requests for returns, and the Sale Return document documents the specific details of the returned vehicle. The “Approve Booking” process is employed for the approval of Sale Orders.
  2. Order Allocation: This processe involve assigning Serial Numbers to customer-selected vehicles, with corresponding requisition documents capturing requests for vehicle allocation.
  3. Inventory Management: The seamless movement of vehicles between different branches of the same dealer. Requisition documents play a pivotal role, allowing users to request and manage stock transfers, adjustments, and issue vehicles for various campaigns or promotional events.
  4. Sales Tracking: Sales team can track the status of their deals, including quotes, sales orders, and invoices.
  5. Reporting: Reports can be generated on sales performance, lead sources, and inventory levels.

Integration with other systems: This module may integrate with other systems, such as accounting software, marketing automation tools, and social media platforms.

Vehicle Procurement Management

The vehicle procurement helps organizations in managing the process of acquiring and maintaining vehicles. 

Here are some standard features of vehicle procurement management software include:

A

Inventory Management

B

Purchase Order Management

C

Purchase Receipt

D

Purchase Invoice

E

Reports

    1. Inventory Management: Organizations can keep track of the vehicles in stock, including their make, model, and year.
    2. Purchase Order Management: In the procurement workflow, a purchase requisition initiates the process of requesting vehicles from the headquarters, while a subsequent purchase order formalizes and completes the acquisition of vehicles for the company.
    3. Purchase Receipt: A receipt for purchases is a document that facilitates the recording of vehicles being received into inventory.
    4. Purchase Invoice: Allowing users to log the inward movement of vehicles into inventory while concurrently updating the accounting records accordingly.
    5. Reports: A comprehensive purchase order report displays key metrics for company, branch, product, model, and make. Another report organizes date-wise purchase invoices with vehicle chassis details, tax amounts, and supplier information. Additionally, a concise purchase invoice report provides detailed product information, amounts, taxes, discounts, and net amounts, with flexible filtering options.

Accessories Sale Management

An accessories sales management is there to help businesses manage their sales process for accessories. It can help enterprises to streamline their operations, automate tasks, and gain insights into their sales performance.

Here are some key features that a good accessories sales management system should have:

A

Product Catalog Management

B

Sales Order Management

C

Customer Management

D

Sales Reporting & Analytics

E

Inventory Management

F

Sales Forecasting

G

Integration with other Systems

H

Reports

    1. Product Catalog Management: Create and manage the product catalog, including product descriptions, pricing, and inventory.
    2. Sales Order Management: Handling sales orders, including order tracking, invoicing, and payment processing.
    3. Customer Management: The system allows businesses to manage customer information, including contact details, purchase history, and preferences.
    4. Sales Reporting & Analytics: Generation of reports and analytics on sales performance, including sales volume, revenue, and customer trends.
    5. Inventory Management: Tool for managing inventory levels and tracking stock levels for accessories.
    6. Sales Forecasting: Forecasting sales can be achieved based on historical data and current trends.
    7. Integration with other Systems: It can be integrated with other systems, such as accounting software or e-commerce platforms, to provide a complete view of the sales process.
    8. Reports: Forecasting sales can be achieved based on historical data and current trends.

Purchase Return Management

Purchase return management assists business in managing the purchased returned goods, streamlining their operations, and reducing errors by automating the tracking and handling of returns.

The key features of a purchase return management system typically include the following:

A

Tracking of Returns

B

Inventory Management

C

Refund Processing

D

Supplier Management

E

Reports

  1. Tracking of Returns: Track and manage the return of goods by recording the reason for the return, the date of return, and the quantity returned.
  2. Inventory Management: Automatically update inventory levels based on returned items, ensuring the business can accurately view its stock levels.
  3. Refund Processing: Refund process can be automated for returned items, including crediting the customer’s account and issuing credit notes.
  4. Supplier Management: Manage the communication with suppliers, including sending notifications of returns, tracking the status of returns, and providing detailed reports.
  5. Reports: Get detailed reports and analytics on returns, allowing businesses to identify trends and make data-driven decisions to improve their operations.

Implementing a purchase return management feature can help businesses to streamline their operations, reduce errors, and improve their customer service by providing a more efficient and effective way to manage returns.

Sales Return Management

Application to helps businesses manage the process of handling returns or exchanges from customers. The system tracks returned items from the point of receipt, through the processing of the return, to the final disposition of the product.

Here are some features of a typical sales return management system:

A

Tracking & Managing Returns

B

Automating the Return Process

C

Inventory Management

D

Reports

  1. Tracking & Managing Returns: The system allows businesses to track and manage returned items by providing detailed information about the return, including the reason for the return, the date of the return, and the customer’s information.
  2. Automating the Return Process: The system automates the return process by generating return labels, sending notifications to customers, and initiating refunds.
  3. Inventory Management: The system helps businesses manage inventory levels by tracking returned items and updating inventory records.
  4. Reports: The system provides detailed analytics and reporting features that enable businesses to track return rates, identify patterns, and make data-driven decisions.

Overall, a sales return management system can help businesses improve customer satisfaction, reduce the workload on staff, and improve overall efficiency in managing product returns.

Vehicle Stock Transfer Management

A vehicle stock transfer system is a process by which a company or organization transfers ownership of vehicles from one location to another. This can occur within the same organizations or between different organizations.

The key features of a vehicle stock transfer management system include:

A

Inventory Management

B

Transfer Request Management

C

Approval Workflow

D

Real-time Tracking

E

Reports

  1. Inventory Management: Keeping track of the current inventory levels of vehicles at each location, allowing managers to determine when and where vehicles need to be transferred.
  2. Transfer Request Management: Enables authorized employees to submit transfer requests for vehicles, specifying the source and destination locations, as well as the reason for the transfer.
  3. Approval Workflow: Workflow that enables managers to approve or reject transfer requests based on factors such as inventory levels, the reason for the transfer, and available resources.
  4. Real-time Tracking: Real Time tracking of the movement of vehicles, providing visibility into the status of each transfer request.
  5. Reports: Analysis can be done on transfer activity, including the number of transfers, the cost of transfers, and the time it takes to complete each transfer.

Overall, a vehicle stock transfer system allows companies to manage their vehicle inventory efficiently and effectively, while ensuring that all necessary documentation and legal requirements are met.

Vehicle Stock Adjustment Management

A Vehicle Stock Adjustment is generally used by automobile dealerships and manufacturers to manage their inventory of vehicles. It is an automated process that helps dealerships and manufacturers to monitor the movement of vehicles, track the availability of vehicles in their inventory, and optimize their stock levels based on the demand.

Here are some key features of a Vehicle Stock Adjustment management system:

A

Inventory Tracking

B

Sales Tracking

C

Pricing Management

D

Reports

  1. Inventory Tracking: Real time tracking of the vehicle inventory can be done by the users. They can add new vehicles to their inventory, update vehicle details, and mark sold vehicles as “out of stock.”
  2. Sales Tracking: Users can track their sales history and can keep track of which vehicles have been sold, when they were sold, and for how much.
  3. Pricing Management: Users can set prices for their vehicles and adjust them as needed. They can also set different prices for different vehicles based on their make, model, year, and other specifications.
  4. Reports: Get analytical insights and reports into the dealership’s inventory, sales, and pricing trends. This information can help users make data-driven decisions about their inventory management strategies.

Overall, a Vehicle Stock Adjustment management system can help automobile dealerships and other businesses to streamline their inventory management processes, reduce costs, and improve their bottom line.

Vehicle Auto Ordering Management

Vehicle auto ordering management system is designed to help manage the process of ordering and delivering vehicles. This system is typically used by automotive dealerships and other businesses that need to manage many vehicle orders.

The system can automate many aspects of the vehicle ordering process, including:

A

Inventory Tracking

B

Inventory Adjustment

C

Production Scheduling

D

Shipping & Logistics

E

Reports

  1. Inventory Tracking: Keep track of inventory levels, making it easy to determine which vehicles are available and which are not. This can help to reduce the risk of over-ordering or under-ordering vehicles.
  2. Inventory Adjustment: Stock Adjustment involves making necessary adjustments to the existing inventory, including the addition and removal of vehicle stock to reflect the current available quantity accurately.
  3. Production Scheduling: Schedule the production of vehicles based on the orders received, making it easy to ensure that the vehicles are produced on time and in the correct quantities.
  4. Shipping & Logistics: Track the shipment of vehicles from the factory to the dealership, making it easy to ensure that the vehicles are delivered on time and in the correct order.
  5. Reports: The system can provide detailed reports on order status, inventory levels, production schedules, and other key metrics, making it easy to track performance and identify areas for improvement.

Overall, a vehicle auto ordering management system can help to streamline the vehicle ordering process, reduce errors, and improve efficiency, ultimately leading to increased customer satisfaction and profitability.

Demand Planning & Forecasting

Having demand planning and forecasting system helps businesses forecast future demand for their products or services. The system uses data analytics and statistical modeling techniques to predict customer demand based on historical data, trends, and external factors such as market conditions and competitor activities.

The demand planning and forecasting management system typically includes the following features:

A

Forecasting

B

Auto ordering MSL

C

Scenario Planning

D

Collaboration

E

Reports

  1. Forecasting: This functionality operates as an automated ordering system, enhancing the process by incorporating forecasting capabilities.
  2. Auto ordering MSL: This serves as an automated ordering system, triggering orders to replenish inventory whenever it falls below a predetermined minimum level.
  3. Scenario Planning: Enables users to create different scenarios based on changing market conditions or other factors to understand the impact on demand.
  4. Collaboration: Different departments and stakeholders can collaborate and share data, helping to improve forecasting accuracy.
  5. Reports: Get real-time reporting and analytics, allowing businesses to track their performance against their forecasts and adjust as necessary.

Overall, a demand planning and forecasting management system can help businesses optimize their production, inventory, and supply chain operations. By accurately forecasting demand, businesses can reduce excess inventory and stock-outs, improve customer service levels, and increase profitability.

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