User Permission
To add stock to your Accelerate, your user account needs to have the Deal management manager permission.
Note: If you currently don't have this access but need it, please speak to your system administrator.
Important Concepts
Stock Group
A stock group is an object that enables you to group related stock together. If you want to manage your stock in Accelerate you will need at least one stock group, but you can have as many as you like; for instance to manage stock coming from different sources, or to represent any other categorisation useful to your organisation.
Creating a Stock Group
Click 'Stock Groups' menu item on the left hand menu bar.
Click 'Add Stock Group' and you can now set the title of the stock group and other parameters.
The parameters you can set are as follows:
The parameters you can set are as follows:
Parameter | Description | Comments |
Title | Something to identify the stock group by. | Mandatory, maximum length 100 characters. |
Stock Group Type | Select from Dealer Special, Funder Special, Manufacturer Special or Stock Vehicles. | Mandatory. |
Vehicle Type | Select from CAR or LCV. | Mandatory. You cannot combine cars and LCVs in the same Stock Group. |
Manufacturer | If the stock is all from the same manufacturer, select it here to simplify vehicle adding. | Mandatory for Stock Group Type Manufacturer Special, optional for all other types. |
Comments | Any useful information about the stock. This is visible to users when they are selecting the stock to quote. | Optional, maximum length 4000 characters. |
Valid From | Date and time that you want the stock to be available for quoting from. | Mandatory. |
Valid To | Date and time that you want the stock to be available for quoting until. | Optional, if not specified then the stock will be visible forever after the Valid From datetime. |
Dealer | The dealer holding the stock. | Mandatory for stock of type Dealer Special. |
Dealer Contact | If a dealer is specified, the specific contact at the dealer most useful for this stock. | Optional. |
Reserve Hours | The number of hours that a stock entry will be reserved for when quoted on. | Optional, if blank or 0 then stock will not be reserved. Note this is elapsed hours, not working hours. |
Anticipated PPU | The amount of profit your organisation is expecting to make on each unit of this stock. | Optional, must be between 0 and 999,999.99. |
RV Set | Reserved for future use, not currently functional. |
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Customer Display | Select if you want this stock to be visible in your customer portal. | Mandatory, default off. |
Active | Must be set on for the stock to be visible to sales users. | Mandatory, default off. Cannot be set to on until vehicles have been added to the stock. |
After you have created the stock group and set the parameters, it's time to add some stock group vehicle. The stock group entries are where you specify the individual vehicles in this stock group.
Info: Don't worry that you'll have to add each vehicle manually, if you have multiple vehicles of the same type, these can be added in bulk.
Click the Add Vehicles button - you'll then be presented with a new screen. This screen should be used differently depending on whether you are loading:
new stock
used/pre-reg stock (small numbers)
used/pre-reg stock (large numbers)
When loading new stock, select the vehicle using the drop down.
When loading used or pre-reg stock in small numbers, use the VRM lookup feature.
When loading used or pre-reg stock in large numbers, use the dataloader.
The parameters you can set are as follows:
The parameters you can set are as follows:
Parameter | Description | Comments |
Vehicle Type | CAR or LCV. Will be preset according to the Stock Group. | Mandatory. |
Manufacturer | Select the relevant manufacturer. If you have selected a manufacturer at the stock group level, that will be the only available option. | Mandatory. |
Model | Select the relevant model. | Mandatory. |
Derivative | Select the relevant derivative. | Mandatory. |
Model Year | Select the relevant model year. | Mandatory. Once selected this will populate the CO2 g/km field and enable the selection of exterior finish, interior and trim. |
Quantity | Enter the quantity of vehicles to create. | Mandatory, defaults to 1. |
CO2 | The CO2 g/km figure for the vehicle. | Optional. |
WLTP/NEDC | Select the emissions regime that the CO2 g/km figure was tested under. | Mandatory, defaults to WLTP. |
New/Used | Select from New, Pre-reg or Used. | Mandatory. |
Available From | Select the date the vehicle/s will be available for delivery. | Optional. |
Exterior | Select the exterior finish of the vehicle/s. | Optional. Note that no option rules analysis is done on this screen, so be careful that you select the right option. |
Interior | Select the interior finish of the vehicle/s. | Optional. Note that no option rules analysis is done on this screen, so be careful that you select the right option. |
Trim | Select the trim finished of the vehicle/s. | Optional. Note that no option rules analysis is done on this screen, so be careful that you select the right option. |
VRM | If a pre-reg or used vehicle, the VRM. | Optional. If loading a used or pre-reg vehicle, enter the VRM and press lookup to save manually entering some of the parameters. |
VIN | If a pre-reg or used vehicle, the VIN. | Optional. Will be populated by the VRM lookup function where possible. |
First Reg Date | If a pre-reg or used vehicle, the date of first registration. | Optional. Will be populated by the VRM lookup function where possible. |
Mileage | If a pre-reg or used vehicle, the current mileage. | Optional. |
Condition | If a pre-reg or used vehicle, the condition. | Mandatory if you wish to use the valuation function. |
Estimated Value | If a pre-reg or used vehicle, the estimated value of the vehicle. | Optional. Can be looked up using the Value function (you must hold the appropriate licence from cap-hpi to use this function), or entered manually. |
Net Price | The net price of the vehicle/s. | Optional. |
Delivery | The delivery cost of the vehicle/s. | Optional. |
VAT | The VAT cost if the vehicle/s. | Optional. Will be automatically calculated but can be overridden if necessary. |
FRF | The first registration fee cost of the vehicle/s. | Optional. |
RFL | The road fund licence cost of the vehicle/s. | Optional. |
OTR | The OTR price of the vehicle. | Optional. Will be automatically calculated but can be overridden if necessary. |
OTR Grant | Any grant/s that will reduce the OTR. | Optional. |
Once you click 'Save', the vehicle/s will be visible in the Stock Group Vehicles section.
Editing Options
If you want to add factory fit options or dealer fit accessories to the vehicle/s, you will need to edit it from the Stock Group Vehicles area. Again, don't worry if you have multiple vehicles with the same options/accessories, once you have specified one vehicle, you can copy the specification to any vehicles of the same derivative.
To begin specifying a vehicle, select the edit pencil on the far left of the relevant row:
Then, proceed to optional equipment and select 'Edit Options'.
Select the required factory fit options and then click 'Save'.
Should you need to add dealer fit accessories, use the Dealer Accessories area on this same screen.
Applying options changes to other vehicles
Once changes have been made to one vehicle, these modifications can be extended to other vehicles of the same derivative within the same stock group:
Navigate to the Stock Group Vehicles area, select the vehicles that you want to synchronise the options and accessories between and click 'Copy FFOs & DFAs'.
A prompt will appear informing you that the vehicle with the highest number of options will be duplicated across all other selected vehicles.
If you are sure the correct vehicles are selected, click OK and the options and accessories from the vehicle with the highest number (of options and accessories combined) will be copied to all other selected vehicles.
Documents
You may want to store one or more documents against your stock group e.g. a price breakdown, a PDF copy of an email, a pricing spreadsheet, a brochure etc.
Note: Documents are not visible to sales users when quoting, they are only visible to users with the Stock Manager permission.
To upload one or more documents to your stock group, simply click the 'Add Document' button in the Stock Group Details header, or 'Add Document' button in the Documents region beneath the Stock Group Vehicles region.
Clicking either of these will show you a drawer on the right of your screen when you can drag and drop one or more files, or by clicking in the area containing the text Drag and Drop Files, select one or more files from your local file systems.
Once the files have been uploaded to the server, you may choose to override the description for each file (my default this is the filename of the file).
Then click 'Save' to store the documents against your stock group.
