Vehicles & Pipeline
Tracking vehicles from purchase to delivery.
14 articles
The Vehicles list
Find vehicles using filters, search, sort, and pagination from the main list view.
Adding a vehicle
Create a single vehicle record by filling in a short form with stock number, supplier, and origin details.
Importing vehicles from CSV
Bulk-add vehicles using a CSV file, including the template and common failure modes.
The vehicle detail page
A map of the vehicle detail page. What each card shows, what each tab covers, and where actions live.
Stage pills and what they mean
The canonical reference for stage pills. What each colour and label signals, and the three status dimensions underneath.
Moving a vehicle between stages
Use the Move stage button to advance or reverse a vehicle's stage, including the context each transition asks for.
Recording vehicle costs
Add, edit, and review the ownership costs attached to a single vehicle, including shipment-allocated costs.
Allocating a customer to a vehicle
Link a customer to a vehicle, set the agreed sale price, record who sold it, and log payments.
Notes on a vehicle
Add internal or customer-facing notes on a vehicle, with @mentions and tracking-page visibility.
Vehicle photos
Upload vehicle photos, set the hero photo, arrange the gallery, and pick which photos show on the tracking page.
Sharing a tracking link with your customer
Create a public tracking page for a vehicle, choose what the customer sees, share the URL, and revoke or regenerate it later.
Watching a vehicle
Use the Watch toggle to follow a vehicle for notifications about its progress.
Deleting a vehicle
What deleting a vehicle actually does, what it preserves, and how to undo.
The Pipeline board
The kanban board view of your vehicles grouped by stage, and when to use it versus the Vehicles list.