Sale approve for a vehicle 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 charges, discounts, and payment details to ensure accuracy and avoid discrepancies at the final stage.

Gain DMS Sale approval Tutorial Video



🧭 Step 1: Navigate to Vehicle Sales

  1. Go to Sales
  2. Click on Vehicle Sales
  3. You will reach the Product Sales Worksheet

πŸ” Step 2: Open Sale Approval Screen

You can access the approval stage in two ways:

Option 1:

  • Click on β€œApprove” link against the booking

 

 


Option 2:

  1. Click on the Sale Code / Booking Number
  2. You will reach the Customer Centre Screen
  3. System will suggest next action as Approval of Sale
  4. Click on it.




🧾 Step 3: Open Product Sale Pricing Screen

  • After clicking approval, you will land on the Product Sale Pricing Screen.

 


 

πŸ“Š Step 4: Review Pricing Details

Here you will see the complete price breakup, including:

  • Ex-Showroom Price
  • Additional Services Charges
  • Subsidy (if applied)
  • Schemes / Discounts
  • Total On-Road Price



πŸ’° Step 5: Review Payment Details

  • Payment split will be visible:
    • Finance Amount
    • Cash Payment

πŸ‘‰ Helps you understand how the total amount is being settled.



βš™οΈ Step 6: Make Final Adjustments (If Required)

βž• 1. Add / Modify Services

  • You can still update Additional Services
  • The list of all the additional services will be shown in the additional services screen.
  • You can link the respective additional services to the respective sales.
  • Selecting the services and clicking on confirm button will link the services to the respective services.

Approval screen


Additional services screen

 


πŸ’΅ 2. Update Finance Details

  • Finance information can also be modified if needed.

 

🎁 3. Apply Scheme (Optional)

If you want to apply a scheme:

  1. Go to Customer Centre Screen
  2. Click on Scheme Option
  3. Add the scheme to the sale

πŸ‘‰ Prices will update automatically based on the defined masters

 

πŸ–¨οΈ 4. View Pre-Invoice

  • You can view Pre-Invoice Print
  • Helps verify pricing before final approval

⚠️ Step 7: Final Pricing Check (Very Important)

Before approving, ensure:

  • All charges are correctly added
  • Subsidy & schemes are applied properly
  • Finance & payment details are accurate
  • Final on-road price is correct

πŸ‘‰ This is the final stage to verify pricing

βœ… Step 8: Approve the Sale

  1. Click on Approval of Sale
  2. Confirm all details
  3. Click on Save



πŸ”„ Step 9: Next Action

  • After approval:
    • System suggests next step β†’ Raise Invoice  in customer centre screen.

 

 

🎯 Summary

  • Open booking β†’ Click Approve
  • Review complete pricing breakup
  • Make final adjustments (services / finance / scheme)
  • Verify total on-road price
  • Click Approve β†’ Save
  • Proceed to Invoice Generation

⚠️ Key Points to Remember

  • This is the final pricing validation stage
  • Any mistakes here will affect invoice and billing
  • Always check:
    • Additional Services
    • Subsidy
    • Scheme
    • Finance split
    • Payment details
    • Discounts (If any)
  • Use Pre-Invoice for verification before approval




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