Create Transaction
Record a vehicle sale
Create a transaction to record a vehicle sale and track all associated details.
Creating a Transaction
- Navigate to Transactions
- Click Add Transaction
- Select the vehicle and buyer
- Enter sale details
- Click Save
Basic Information
Vehicle Selection
Select a vehicle from your inventory. Only vehicles with Listed or Draft status are available.
Buyer Selection
Select the buyer from your contacts. The primary contact is responsible for the purchase.
For business purchases, select the business contact (not the individual authorized signer).
Sale Details
| Field | Description |
|---|---|
| Sale Price | Agreed purchase price |
| Purchase Method | Cash, Finance Internal, Finance External, or Lease |
| Transaction Date | Date of the sale (defaults to today) |
| Location | Where the sale occurred |
Transaction Status
| Status | When to Use |
|---|---|
| Pending | Deal is being worked, paperwork in progress |
| Complete | All paperwork signed, payment arranged |
| Cancelled | Deal fell through |
Start with Pending and update to Complete when the sale is finalized.
Warranty Options
Specify the warranty terms for the sale:
| Option | Description |
|---|---|
| As-Is | No warranty; sold in current condition |
| Full | Complete warranty coverage |
| Limited | Partial warranty with specific terms |
Limited Warranty Details
When selecting Limited warranty:
| Field | Description |
|---|---|
| Labor Percent | Percentage of labor covered |
| Parts Percent | Percentage of parts covered |
| Systems Covered | Which systems are under warranty |
| Duration | Warranty period |
Additional Options
| Field | Description |
|---|---|
| Service Contract Offered | Whether a service contract was offered |
| Pre-Purchase Inspection | Whether buyer could inspect before purchase |
| Promised Repairs | Any repairs promised as part of the deal |
Title Information
Title Action
| Action | Description |
|---|---|
| New | Issuing a new title to the buyer |
| Duplicate | Requesting a duplicate title |
| None | No title action needed |
Duplicate Title Reason
If requesting a duplicate:
- Lost
- Stolen
- Mutilated
Other Title Fields
| Field | Description |
|---|---|
| County of Residence | Buyer's county for registration |
| Plate Number | If transferring plates |
| Odometer Reading | Current mileage |
| Odometer Status | Actual, Excess (beyond mechanical limits), Not Actual |
Exemption Handling
For exempt transactions (e.g., out-of-state sales):
| Field | Description |
|---|---|
| Exemption Active | Enable exemption handling |
| Exemption Claimed | Type of exemption |
| Destination State | Where the vehicle is going |
| Invoice Number | Related invoice |
Power of Attorney
If a power of attorney is involved:
| Field | Description |
|---|---|
| POA Active | Enable POA section |
| Attorney-in-Fact Name | Person acting on behalf of buyer |
| Attorney Address | Their address |
| Grantor Type | Individual or Business |
POA Scope
Specify what the attorney-in-fact can do:
- Transfer title
- Handle lien
- Request duplicate title
After Creating
Once saved:
- Add financing details if applicable
- Configure taxes and fees
- Add any trade-in information
- Upload required documents
- Mark as Complete when finalized