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The 4 steps of the order

The detail of each step in the order wizard, field by field.

A video for this guide is in preparation.

1. Vehicle

Pick from inventory for a car already in stock, or Custom order for a car you don't have yet.

2. Customer

An existing lead, an existing client, or a new person entered directly.

3. Price and delivery

The agreed price, the deposit, and whether the vehicle is ready now or being brought in. For an order being brought in, additional fields follow to track import costs.

4. Review

A full summary before creation, with an Edit button to go back and fix any section without starting over.

What's next?

Record a sale, start to finish

If it's still not working

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Last updated: 2026-09-02

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