Accepting a Vehicle into Stock

Modified on Mon, 5 May at 9:40 AM

This guide outlines how to accept a vehicle into stock using the Navigator Vehicle Administration Toolkit. This step finalises a vehicle’s arrival into your dealership’s inventory and ensures all critical details—such as mileage, registration date, and chassis number—are recorded correctly.

Accepting vehicles properly is essential for accurate stock control, sales processing, and compliance tracking.




Step-by-Step: Accepting a Vehicle into Stock

1. Open the Vehicle Administration Toolkit

  • Launch Navigator.

  • Open the Vehicle Admin Toolkit module.


2. Search for the Vehicle

Use one of the available search fields:

  • Stock Number (auto-loads the vehicle)

  • Registration Number

  • Chassis Number

  • Other search fields available on screen

If using a method other than stock number, you’ll need to double-click the correct vehicle from the results list.


3. Open the Vehicle Record

Once the vehicle is selected, its stock record will appear on screen.


4. Go to the Sales Status Tab

  • Click the Sales Status tab in the vehicle record.

  • The top field will show the Estimated Date in Stock.


5. Accept the Vehicle

  1. Click the Accept into Stock button.

  2. A pop-up window will appear.

In the window:

  • Enter the actual date the vehicle arrived.

  • Enter the current mileage.

  • Complete any missing data, such as:

    • Registration date

    • Chassis number


6. Document Checklist

  • Switch to the Documents tab.

  • Tick boxes for any physical documents you’ve received:

    • Example: Tick Service Book if it’s present.


7. Optional: Security Information

  • Navigate to the Security tab.

  • Enter any security codes (e.g. radio, key codes).

? If not available, these can be added later via the Details tab.


8. Finalise the Process

  • Review all entries for accuracy.

  • Click OK to complete the acceptance.

The vehicle is now officially marked as in stock and ready for further admin, quoting, or sales actions.


Summary

StepAction
Search for VehicleBy stock number, reg, or chassis
Open Vehicle RecordAuto-load or double-click from search results
Go to Sales Status TabView estimated arrival; initiate stock-in process
Accept into StockEnter date, mileage, and complete required details
Check Documents TabTick received items such as service book
Enter Security InfoOptional – can be updated later via Details tab
ConfirmClick OK to finalise acceptance

Accepting vehicles correctly into stock ensures accurate records and helps prevent delays during the sales or delivery process.

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