Description: The article is about dealersocket login. The passage is about how to add a vehicle to the customer. The author gives detailed information on how to add a vehicle to the customer in the dealer socket,he also uses examples to show how to do it.
We’re going to discuss how to add a vehicle to the customer. We’ve already added our customer into the system and everything’s there. In this case we don’t have all the information such as address. But you should have all the information propagated. Now it is time to add a vehicle,it’s very simple.
You can scroll down and click the green plus sign,you need to put it in contacted status unless you need to go to the sales manager. It will become the write-up status. When you’re first working a deal,it doesn’t need to be in write-up status. You can select that now. Now you can see that we’ve been presented with the vehicle screen. We don’t want to start typing information in these boxes,we always want to use the magnifying glass to search.
We’re going to look for a car and you can search by stock number,you can search by a model. You can search for a Mustang,you can go ahead and click enter. On our keyboard,if we want to filter this by new and used so we don’t have a thousand of them,we can change that to used. That narrows it down to several cars.
If we had a stock number,we can put that stock number in there,we can go ahead and copy this. We’ll take this out and we’ll put a stock number in the top. We’ll click our Enter key or click our search button and it will bring that car to us. To add that car to the customer is very simple,you can click the button. Now the vehicle is in the system with the customer. You should put your work notes in every time you do anything so you will know what’s going on with him.
We’re going to go ahead and clear this field for this test here. We are going to go back. We are going to check for new inventory. Now in these fields here I have put in certain criteria such as Mustang. Down here you might want to put in transmission. You can also name the exterior color,you can put it in green.
After you save all this with this customer and we’ll go ahead and save it. This system now checks every day for a Mustang green with a manual transmission in inventory. If we can find one in stocking,then it will show at the auction where we can trade it. It’s still in service and you don’t know about it.
You’ll be notified and it will create the new thing. When this car shows up and there is someone who is looking for it,this will help you sell that car for sure. You’ll know about that way ahead of the game when that car gets here. You should always remember that you should check inventory.
You don’t have to worry about it. While you’re in there,you can go ahead and add your tracking codes. If the information you want is not here,then you can go ahead and add that information in. Your work notes are always in here all the time. You will have those notes whatever they may be. You need to save your deal at the end.