Creating Quotes and Sales Orders in Sales 360

This guide provides a step-by-step walkthrough for handling vehicle quotations, sales orders, part exchanges, and dealer/factory options within the Navigator Sales 360 module. It includes how to assign a vehicle, apply discounts, configure finance, and complete the sales process.

Part 1: Assigning the Vehicle and Part Exchange

A. Assigning a Vehicle

1. Load the relevant enquiry.

2. Go to the Vehicle Required tab.

3. Choose from:

   • Price List (for new vehicles not in stock)

   • Stock List (for vehicles already in stock)

Using the Price List

• Click Price List.

• Filter by make/type or leave blank to view all active vehicles.

• Double-click the desired vehicle.

Navigator generates a stock number when a sales order is raised.

Using the Stock List

• Click Search.

• Filter by vehicle type, branch, or status.

  • Untick In Stock Only to show pipeline stock.

  • Use Group Search for all branches.

  • Untick Unsold Only to see sold units.

• Search by stock number, reg, or filters.

• Double-click to select a vehicle.

B. Adding Part Exchange

1. Click the Part Exchange tab.

2. Enter the registration number and press VRM Lookup.

3. Check VAT status and mark as margin/qualifying.

4. Use the Quick Appraisal tab to input:

   • Mileage, MOT expiry, value, colour, reconditioning costs, notes.

5. For additional detail, go to the Main Details tab.

6. To add more than one vehicle, click Additional Part Exchanges.

Part 2: Creating the Quotation

1. Click the Quotation button.

2. Confirm vehicle selection (especially from Stock List).

3. Review pricing on the quotation screen.

Discounting the Vehicle

• Click Vehicle Price.

• Choose from:

  • Set discount value

  • Discount by %

  • Manually set net or total price

• Avoid using this if retail price is zero—ask admin to update the record.

• Click Accept to apply.

Part 3: Factory and Dealer Options

A. Factory Options (New Vehicles Only)

• Auto-displayed for stock vehicles.

• For price list vehicles, tick options based on customer interest.

B. Dealer Options

1. Go to Dealer Options tab.

2. Double-click Add Dealer Option.

3. Choose from pre-configured options or press Special Option.

4. Enter:

   • Description

   • Pricing (net or total)

   • VAT rate

   • Estimated cost

   • Analysis code (optional)

Click Add to confirm.

To edit/remove:

• Right-click any dealer option in the list.

• Choose Discount or Remove as needed.

Part 4: Warranty, Road Fund Licence, and PX Review

A. Extended Warranty

• Go to the Warranty tab.

• Click Warranties, then:

  • Double-click a warranty to add.

  • Right-click to apply a discount.

  • To remove, choose No Warranty.

B. Road Fund Licence (RFL)

• Select the RFL tab.

• Click RFL button and choose the correct licence.

• To remove, select No RFL.

C. Update Part Exchange

• Double-click an existing PX to edit, or:

  • Add a new one

  • Remove as needed

• Ensure:

  • VAT status is set

  • SIV and PX allowance are populated

Part 5: Finance, Final Price, and Order Creation

A. Finance & Insurance (F&I)

• Go to F&I tab.

• Select the Finance Company.

• Enter:

  • Finance period (e.g. 36 months)

  • Deposit

  • Monthly repayments (optional)

  • Commission (if applicable)

Navigator will calculate finance amounts based on deposit and pricing.

B. Adjust On-The-Road Price

• Click Total Price.

• Adjustments here affect the vehicle price only.

• Click Accept when ready.

Final Steps: Save Quote or Raise Order

1. Choose to:

   • Save as Quotation

   • Raise Sales Order

Quotations appear in the enquiry history and can be reopened by double-clicking.

Converting a Quote to an Order

1. Press Raise Order.

2. Enter:

   • Deposit taken

   • Sales category (e.g. retail/trade)

   • Delivery date or schedule via calendar

   • Print notes

3. Default prints: 2 copies (can be changed).

4. Press Confirm to complete and print.

Post-Order: Workshop Job Creation

1. If prompted, create workshop order.

2. Add jobs via Add Job.

3. Remove jobs by double-clicking.

4. Click Create Workshop Order or Cancel to skip.

Summary