How to Add Descriptions to Documents When Uploading

When uploading documents to a vehicle's stock record, it's important to include a clear and meaningful description. This helps users quickly identify the purpose or content of the document without needing to open it. Accurate descriptions also improve document organisation, retrieval, and communication across departments.

This process is especially useful for:

• Invoices, purchase orders, and PDI checklists

• Vehicle preparation documents

• Customer correspondence or signed paperwork

How to Add a Description During Upload

1. Navigate to the vehicle stock record you wish to update.

2. Go to the View/Add Documents section.

3. Select the file you wish to upload.

4. In the bottom left corner, locate the field labelled "Enter Description of File".

5. Click into this field and type your desired description (e.g. "Customer Signed Order", "PDI Completed 12 June", "Purchase Invoice - Lookers").

6. Once the description is entered, proceed with the upload.