Transactions
Process sales, financing, and manage deal paperwork
The Transactions module handles your sales process from initial deal to completed sale. Track purchases, financing arrangements, trade-ins, and all associated paperwork.
Introduction
Your transactions list displays:
- Vehicle and buyer information
- Sale price and purchase method
- Transaction status
- Transaction date
Transaction Statuses
| Status | Description |
|---|---|
| Pending | Deal is in progress |
| Complete | Sale is finalized |
| Cancelled | Deal was cancelled |
When a transaction is marked Complete, the associated vehicle automatically changes to Sold status.
Purchase Methods
DealerSpot supports four purchase methods:
| Method | Description |
|---|---|
| Cash | Full payment at time of sale |
| Finance Internal | Dealer-provided financing (Buy Here Pay Here) |
| Finance External | Third-party lender financing |
| Lease | Leasing arrangement |
Each method has specific fields for tracking the deal structure.
Plan Limits
| Plan | Monthly Limit |
|---|---|
| Standard | 40 transactions |
| Professional | Unlimited |
Transaction count resets at the beginning of each billing period.
Quick Actions
From the transactions list:
- Add Transaction - Create a new sale
- Filter - Filter by status, date range, or search
- Pin - Pin important transactions