Adding insurance details to a Sale Booking
How to add Insurance details to a sale booking in Gain DMS: A Step-by-Step Guide
In vehicle sales, insurance is a mandatory requirement before delivery, ensuring the vehicle is legally covered from the moment it is handed over to the customer. Accurately updating insurance details is therefore a crucial step in completing the sale process.
Gain DMS Updating Insurance details Tutorial Video
🧭 Step 1: Navigate to
Vehicle Sales
- Go to Sales
- Click on Vehicle Sales
- You will reach the Product Sales Worksheet
🔍 Step 2: Open Insurance
Screen
You can access the insurance stage in two ways:
Option 1:
- Click on “Insurance” 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 Insurance
- Click on it.
🧾 Step 3: Open Product
Insurance Screen
- After clicking Insurance, you will land on the Product Insurance Screen.
📊 Step 4: Review Existing
Details
- Insurance details selected during booking stage will be visible here:
- Insurance Type (e.g., Dealer / Customer)
✍️ Step 5: Enter Insurance
Details
1. Policy Number
- Enter the Insurance Policy Number
2. Policy Dates
- Start Date and End Date are auto-filled
- Verify and confirm they are correct
3. Insurance Company
- Enter/select the Insurance Company Name
4. Upload Policy Document
- Upload the Insurance Policy Copy
✅ Step 6: Save Insurance Details
- Verify all entered information
- Click on Save
📊 Step 7: System Update
- Once saved:
- Insurance details are linked to the sale
- Record is updated for further processing
🔄 Step 8: Next Action
- After completing insurance:
- Proceed to the next stage as per system flow (e.g., RTO and Delivery or further processing)
🎯 Summary
- Open booking → Click Insurance
- Verify insurance type
- Enter:
- Policy Number
- Insurance Company
- Confirm dates
- Upload policy copy
- Click Save
- Proceed to next step
⚠️ Key Points to Remember
- Insurance details are partially pre-filled from booking
- Always verify policy dates
- Uploading policy copy is mandatory
- Ensure accurate details for legal and compliance purposes
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