Managing Stock

To manage stock you will need access to the Stock Group module.

If you cannot see the Stock Group module, please contact your Customer Success Manager.

To add a stock deal, click Stock Groups in the main menu, then click ‘Add Stock Group’:

Fill in your required details, including the mandatory fields, then once you’re done click ‘Save’:

Field Definitions

Field	Description	Mandatory
Title	Give your stock group a clear, concise title	Y
Stock Group Type	Dealer Special Funder Special Manufacturer Special Stock Vehicles	Y
Vehicle Type	The vehicle type on the stock group.	Y
Manufacturer	Select the manufacturer related to the stock group, if Manufacturer Special	If Deal Type = Manufacturer Special
Comments	If the stock group has anything noteworthy, record it here - it will be seen by sales staff.	N
Valid From	The date and time the stock group should be available from	Y
Valid To	The date and time the stock group should be quotable until. If left blank the stock group will be available in perpetuity.	N
Dealer	Select the dealer who supplied the vehicles, if Dealer Special	If Deal Type = Dealer Special
Dealer Contact	If you want to record that a specific person at the dealership is to be contacted in relation to these vehicles, choose them here.	N
Reserve Hours	The number of hours each vehicle will be reserved for when quoted. Weekends are not included - i.e. with a setting of 48 hours a reservation created at 17:00 on Friday will expire at 17:00 on Tuesday, not 17:00 on Sunday.	Y
Anticipated PPU	Optionally record the amount of profit you expect to make per unit, in whole pounds.	N
Active	A stock group must be active before it can be used in a quote, but you cannot make a stock group active until it has at least one vehicle.	N

Once you have clicked Save, you are able to add vehicles to the Stock Group. Start by clicking Add Vehicles:

This will take you to a page where you can select a derivative and create a certain quantity of them to be added to the stock group:

Once you have selected the derivative, model year, quantity, first reg date and pricing, click Save to create the vehicle records:

If you need to add factory fit options to the vehicles, click the edit pencil on one of the vehicles (the third column in the image above). This will take you to the following screen:

Before you are able to add any options, you must set the first reg date (this should be the build date if the vehicles are not pre-registered). Without this, the system will be unable to present the correct list of options. Once this is set and saved, click the Edit Options button:

Select the options relevant to the vehicle and click Save: this will return you to the Stock Group screen.

Should you need to copy these options onto other vehicles in the stock group, then you can simply select the vehicle that has the options, all the vehicles you want to copy the options to, and use the Copy FFOs & DFAs button:

QV Systems Knowledge Base

Managing Stock

Field Definitions

Related content