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Site Guides & Help
Master My Dealership View with our comprehensive guides. Learn features, navigation, and best practices to maximize your dealership management efficiency.
Navigation Overview
Vehicle Finder
Comprehensive vehicle search with registration lookup, taxonomy wizard, valuation, and feature analysis.
Inventory Management
Complete inventory system with filtering, search, export, and detailed vehicle management.
My Stock Portfolio
Personal stock tracking with P&L analysis, performance metrics, and cost management.
Document Hub
Centralized document management with KANBAN workflow, categorization, and verification.
Invoice System
Multi-page invoice generation with dynamic forms, PDF export, and comprehensive billing.
Kanban Boards
Visual workflow management with customizable boards for vehicle job cards and tasks.
Vehicle Check
Comprehensive vehicle inspection checklist with progress tracking and documentation.
Dashboard Analytics
Real-time analytics with margin analysis, performance insights, and business metrics.
Guides & Help
(this page) Comprehensive platform documentation and best practices.
Contact Support
Get in touch with our expert support team for assistance.
Theme Toggle
Switch between light and dark mode for optimal viewing experience.
User Profile
Manage your account settings, preferences, and logout options.
Key Features
Advanced Vehicle Finder
Comprehensive vehicle search with registration lookup, taxonomy wizard, valuation analysis, and feature identification.
Smart Inventory Management
Complete inventory system with real-time tracking, filtering, search, export, and detailed vehicle information management.
Portfolio Analytics
Advanced P&L analysis, performance metrics, margin calculations, and cost tracking for your vehicle portfolio.
Document Management
Centralized document hub with KANBAN workflow, categorization, verification, and automated form processing.
Dynamic Invoice System
Multi-page invoice generation with dynamic forms, PDF export, warranty management, and comprehensive billing.
Visual Workflow Management
Customizable Kanban boards for vehicle job cards, task management, and workflow visualization.
Vehicle Inspection System
Comprehensive vehicle check system with progress tracking, inspection checklists, and documentation.
Real-time Analytics
Advanced dashboard with margin analysis, performance insights, business metrics, and reporting.
Financial Management
Complete financial tracking with sales analysis, commission management, cash flow monitoring, and P&L reporting.
Status & Condition Tracking
Real-time vehicle status tracking with condition monitoring, availability management, and progress indicators.
Mobile Responsive Design
Fully responsive platform that works seamlessly across desktop, tablet, and mobile devices.
Smart Notifications
Intelligent alert system for inventory changes, customer inquiries, and important business events.
How-To Guides
Vehicle Search & Analysis
Use Vehicle Finder to search by registration, access taxonomy wizard, view valuations, and analyze vehicle features.
Adding Vehicles to Inventory
Go to Inventory > Add Vehicle, fill in comprehensive details, upload images, and save to your inventory.
Managing Your Stock Portfolio
In My Stock, track P&L, performance metrics, costs, and manage your personal vehicle portfolio.
Creating Invoices
Use the Invoice System to generate multi-page invoices with dynamic forms, warranty options, and PDF export.
Document Management
Upload and organize documents in the Document Hub using KANBAN workflow and categorization system.
Vehicle Inspection
Use Vehicle Check to perform comprehensive inspections with progress tracking and documentation.
Kanban Workflow Management
Create and manage Kanban boards for vehicle job cards and task workflows.
Analytics & Reporting
Access Dashboard Analytics for real-time insights, margin analysis, and business performance metrics.
Data Export & Import
Export inventory data, generate reports, and import vehicle information using built-in tools.
Theme Customization
Toggle between light and dark mode using the sun/moon icon for optimal viewing experience.
Frequently Asked Questions
How do I search for vehicles?
Use the Vehicle Finder to search by registration number, or use the taxonomy wizard for detailed vehicle searches with valuation and feature analysis.
Can I generate professional invoices?
Yes! The Invoice System supports multi-page invoices with dynamic forms, warranty options, PDF export, and comprehensive billing features.
How do I manage my vehicle portfolio?
Use My Stock for personal portfolio tracking with P&L analysis, performance metrics, cost management, and detailed financial insights.
What is the Document Hub?
The Document Hub is a centralized system for managing vehicle documents with KANBAN workflow, categorization, verification, and automated processing.
How do I perform vehicle inspections?
Use the Vehicle Check system for comprehensive inspections with progress tracking, checklists, and documentation features.
Can I create custom workflows?
Yes! Use Kanban Boards to create visual workflows for vehicle job cards, task management, and custom business processes.
How do I access analytics?
The Dashboard provides real-time analytics with margin analysis, performance insights, business metrics, and comprehensive reporting.
Is my data secure and backed up?
Yes, all data is securely stored with enterprise-level security, regular backups, and compliance with industry standards.
Can I export my data?
Yes, you can export inventory data, generate reports, and download information using the built-in export tools.
How do I get support?
Use this comprehensive Guides page, contact our support team, or access the help documentation throughout the platform.
Advanced Features
Vehicle Finder & Analysis
- Registration number lookup
- Taxonomy wizard for detailed searches
- Vehicle valuation analysis
- Feature identification and pricing
- Advertiser and advert data management
- Image upload and management
Invoice & Billing System
- Multi-page invoice generation
- Dynamic form creation
- Warranty and add-on management
- PDF export functionality
- Customer and finance company details
- Payment tracking and balance management
Document Management
- Centralized document hub
- KANBAN workflow system
- Document categorization
- Verification and compliance tracking
- File upload and organization
- Search and filter capabilities
Kanban Workflow Boards
- Customizable board creation
- Vehicle job card management
- Task workflow visualization
- Progress tracking
- Team collaboration tools
- Board settings and customization
Analytics & Reporting
- Real-time dashboard analytics
- Margin analysis and insights
- Performance metrics tracking
- Business intelligence reporting
- Financial P&L analysis
- Custom report generation
Vehicle Inspection System
- Comprehensive inspection checklists
- Progress tracking and monitoring
- Condition assessment tools
- Documentation and reporting
- Status management
- Quality assurance features
Contact & Support
Need help? We're here to assist you every step of the way.