Delivery Management Webinar

Course Description

This course provides a comprehensive overview of Vehicle Delivery Management, a structured solution designed to streamline and standardize the dealership delivery process from start to finish. Learners will explore how to configure Delivery Conditions, utilize the Delivery Summary screen to manage tasks and documentation, and leverage the Delivery Management dashboard for real-time oversight. The course emphasizes improving efficiency, consistency, and accountability while ensuring a smooth, professional customer handoff.

Learning Objectives

By the end of this course, learners will be able to:

Configure Delivery Conditions

• Set up and manage delivery checklists based on sale type, vehicle status, and calculation type
• Identify required vs. post-delivery conditions and configure attachment requirements

Manage the Delivery Process

• Navigate and use the Delivery Summary screen to update statuses, manage attachments, and record comments
• Set delivery dates and create synchronized delivery appointments
• Review and manage Due Bills and Make Ready items

Interpret Visual Indicators

• Recognize and act on colour-coded statuses (green, yellow, red)
• Identify required items and attachment indicators to prevent missed steps

Monitor Delivery Performance

• Use the Delivery Management dashboard to track delivery progress across deals
• Apply filters and grouping options to analyze pipeline performance

Improve Accountability and Efficiency

• Understand how completion tracking supports process transparency
• Utilize dashboard insights to identify risks and ensure timely delivery completion

Support a Consistent Customer Experience

• Apply standardized processes to ensure a smooth and professional vehicle handoff
• Leverage centralized tools to minimize errors and improve coordination across teams