Sales

Car spare parts shop management software

Track your customers, quotations, and appointments

Turn your customer relationships into an ultra-fast digital experience. Organize payment schedules and receive bookings smoothly, and provide accurate and compelling quotations that instantly earn customer trust. From a single screen, track your customers’ orders and convert quotations into invoices with one click, ensuring maximum efficiency in sales and service

Customer list

  • The customer list includes types of customers as well as contact information
  • The customer list includes statistics on quotations and remaining amounts
  • The customer list includes the number of appointments and maintenance contracts

Add customer

  • Adding an individual customer requires a contact number and the customer’s name
  • Adding a company customer requires company details, address, and a contact number
  • Adding a government customer requires a contact number and the name of the authority

Customer profile file

  • The customer profile contains customer data and financial transactions
  • The customer profile contains invoices, quotations, work orders, and payments
  • From the customer profile, you can add an invoice, quotation, and work order
  • The customer can only be deleted if they have no financial transactions

Quotations

  • The quotation list contains customer data and customer type
  • The quotation list contains vehicle data
  • The quotation list contains financial and tax data
  • The quotation list includes available statuses: under process, invoiced, and canceled

Add quotation

  • When adding a quotation, customer data is entered and the customer type is selected
  • Vehicle details are added: plate number, vehicle type, and model year are always required
  • Invoice details include quotation items and prices
  • In the description, up to 255 characters can be added, while in the details, an unlimited number of characters can be added

View quotation

  • When viewing the quotation, its data can be added or edited
  • The quotation can be directly converted into a work order
  • The quotation can be converted into an invoice and the quotation can be closed
  • The quotation can be retrieved after being converted into an invoice and the quotation can be deleted

Appointments list

  • The appointments list contains appointments sorted by date order
  • The list contains customer data and vehicle data
  • The appointment can be deleted or edited

Add appointment

  • Customer details are required when adding an appointment
  • The type of work and vehicle details are specified
  • The appointment date and time are added, along with assigning the technician’s name

View appointment

  • The appointment page contains appointment details and the latest updates
  • The appointment can be edited
  • The appointment can be converted into a quotation or a work order

Contracts

  • The contracts list shows the number of items, the number of cards, and invoices
  • The list also displays financial data along with tax information
  • Contracts can be searched by date

Add contract

  • When adding a contract, customer data is entered
  • Item details are added, prices are set, and vehicle information is entered
  • Contract clauses are added, terms and conditions are defined, and files can be uploaded

View contract

  • When viewing the contract, the contract data is displayed
  • Items, vehicles, invoices, and work orders are displayed
  • The contract can be printed and a work order, invoice, or quotation can be added