How to deliver a vehicle for the respective sale booking
How to deliver a vehicle for the respective sale booking in Gain DMS: A Step-by-Step Guide
In dealership operations, vehicle delivery is the final and most visible step of the sales process, where the customer officially takes possession of the vehicle. Ensuring all formalities are completed at this stage is critical to delivering a smooth and satisfactory customer experience.
Gain DMS Vehicle delivery Tutorial Video
π§ Step 1: Navigate to
Vehicle Sales
- Go to Sales
- Click on Vehicle Sales
- You will reach the Product Sales Worksheet
π Step 2: Open Delivery
Screen
You can access the delivery stage in two ways:
Option 1:
- Click on βDeliverβ 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 Delivering Vehicle
- Click on it
π§Ύ Step 3: Open Product
Delivery Screen
- After clicking Delivering Vehicle, you will land on the Product Delivery Screen
π Step 4: Review Booking
Details
- You can view:
- Booking Information
- Pricing Details
π Step 5: Upload
Self-Declaration Document
- Download the Self-Declaration Format
- Get it filled/signed by the customer
- Upload the Self-Declaration Letter
βοΈ Step 6: Enter Delivery Details
1. Delivery Date
- Auto-filled as current date
- Modify if required
2. Delivered By
- Enter the name of the person delivering the vehicle
3. Delivery Remarks
- Add any important notes regarding delivery
4. Odometer Reading
- Enter the vehicle odometer reading at the time of delivery
π Step 7: Verify
Registration Details
- Registration details will be auto-loaded
- Confirm accuracy before proceeding
β
Step 8: Save Delivery
- Verify all entered details
- Click on Save
π Step 9: Generate
Delivery Gate Pass
- After saving:
- Delivery is marked as completed
- You can print Delivery Gate Pass from Customer Centre Screen
π Step 10: Process
Completion
- After delivery:
- System shows No Further Action Required
π This indicates the
end
of the vehicle sales process
π― Summary
- Open booking β Click Deliver
- Upload self-declaration document
- Enter delivery details (date, person, remarks, odometer)
- Verify registration details
- Click Save
- Print Delivery Gate Pass
- Process completed
β οΈ Key Points to Remember
- Self-declaration upload is mandatory
- Always verify odometer reading
- Delivery marks the final stage of sale
- Gate pass should be printed for record
- No further action after delivery = sale closed
Related Articles
Vehicle Sale Booking Cancellation
How to cancel a Vehicle Sale Booking Gain DMS: A Step-by-Step Guide This document explains the step-by-step process for cancelling a Vehicle Sale Booking in DMS. Gain DMS vehicle sale booking cancellation tutorial video Introduction The Booking ...Allotting a vehicle for a respective sale Booking
How to Allot the vehicle for a respective sale booking in Gain DMS: A Step-by-Step Guide In dealership operations, once the booking is confirmed and payments are secured, the next critical step is assigning a specific vehicle to the customer. This ...Accessory sale and Linking it to vehicle sale booking
How to do a Accessory Sale and Linking to Sale Booking β Step-by-Step Guide This article explains the process of creating an Accessory Sale and linking it to an existing Vehicle Sale in Gain DMS. Gain DMS Accessory sale and Linking to a sale booking ...Sale approve for a vehicle booking
How to approve a vehicle sale booking in Gain DMS: A Step-by-Step Guide In dealership operations, before generating the final invoice, it is essential to thoroughly review the complete pricing of the vehicle sale. This includes validating all ...Create Vehicle sale Booking
How to create a vehicle sale booking in Gain DMS: A Step-by-Step Guide In a typical automobile dealership, the vehicle sales process begins the moment a customer decides to book a vehicle. At this stage, capturing accurate customer and booking ...