Recording a sale, start to finish

A video for this guide is in preparation.

The 4 steps of the wizard

1. 1
   The car — from your stock, or a custom order if you don't yet have the vehicle the customer wants.
2. 2
   The customer — an existing lead, an existing client, or a new person.
3. 3
   Price and delivery — agreed price, deposit, and whether the car is ready or still being imported.
4. 4
   Review — check everything before creating the order, with an Edit button on each section to fix something without starting over.

After creation

1. 1
   The order is created with the status Pending. Nothing is final yet.
2. 2
   When the customer actually commits, click Confirm order — the car then moves to Sold.
3. 3
   Record the deposit and any further payments as they come in.
4. 4
   Once the car has been handed over, click Complete order. You'll be prompted to enter the profit made on this sale.

At the end: the car is Sold, the client exists with the right balance, and the sale is counted in your statistics.