Add services to vehicle sale booking
How to add services to vehicle sale booking in Gain DMS: A Step-by-Step Guide
In a typical vehicle sales process, the final on-road price is not just the base vehicle costโit includes various value-added services such as insurance, registration, and accessories. Adding these services accurately is essential to present the correct final price to the customer before invoicing.
Gain DMS adding additional services Tutorial Video
๐งญ Step 1: Navigate to
Vehicle Sales
- Go to Sales
- Click on Vehicle Sales
- You will reach the Product Sales Worksheet
๐ Step 2: Open Add
Services Screen
You can access the services stage in two ways:
Option 1:
- Click on โServicesโ link against the booking
Option 2:
- Click on the Sale Code / Booking Number
- You will reach the Customer Centre Screen
- System will suggest next action as Add Services to Sale.
๐ You can also click Add/Edit
in the
Pricing Details Section
๐งพ Step 3: Open Product
Additional Services Screen
- Click on Add Services to Sale
- You will be redirected to Product Additional Services Screen
โ Step 4: Add Value-Added
Services
- Select and link required services to the booking
Examples of services may include:
- Insurance
- RTO Charges
- Accessories
- Handling Charges
- Finance-related charges
โ ๏ธ Step 5: Mandatory Service
Conditions
Ensure the following based on booking type:
๐ฐ Finance Case
- Add HPA Charges
๐ก๏ธ Insurance by Dealer
- Add Insurance Charges
๐ RTO Selection
- If Permanent Registration โ Add RTO Charges
- If Temporary Registration โ Add CRTM Charges
โ ๏ธ Important:
- If these are not added correctly,๐ System will block invoicing
๐ Step 6: Review Added
Services
- All selected services will appear in the services list section
- Verify all required services are added correctly
โ
Step 7: Confirm Services (Very
Important)
- Click on Confirm
โ ๏ธ Critical Note:
- If you do not click Confirm,๐ Sale will NOT move to next stage
๐ Step 8: System Updates
- After confirming services:
- Total Amount is updated
- Balance Amount is updated
๐ Based on selected
services, final
on-road price is calculated
๐ต Step 9: Next Action โ
Collect Full Payment
- After adding services:
- Next step โ Collect 100% Payment
Scenario:
- If payment is pending:
- Click Collect Balance Payment
- System redirects to Receipt Screen
- If full payment already done:
- Next step โ Vehicle Allotment
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