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Guides

Easy-to-understand guides and how to's to help you and your clients get the most out of the DealersOnline products.

Validation
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An Overview of Repair Quote History

A vehicle may hide signs of past damage, so it’s important to ask the seller about its accident history and repair quotes. The Repair Quote History feature records these details, helping buyers assess damage value, anticipate costs, and buy with confidence.

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Onboarding
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Understanding User Roles and Permissions

This guide outlines the different access levels assigned to users, detailing their capabilities and restrictions. Whether you're an admin managing auctions, a dealer placing bids, or a viewer with limited access, this guide will help you understand the responsibilities and functionalities associated with each role.

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Compliance
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FICA Documentation for Dealerships

The purpose of the Financial Intelligence Centre Act (FICA) is to establish and maintain an effective policy and compliance framework and operational capacity to identify and combat crime, money laundering and terror financing.

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VehicleTag
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A Guide to Fines Redirection

The Fines Redirection Tool is designed to help dealerships manage fines associated with their vehicles and drivers.

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VehicleTag
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How to Conduct a Stocktake: A Step-by-Step Guide

This tool is designed to help dealerships efficiently manage and keep track of their vehicle inventory. It enables dealerships to maintain an up-to-date record of all vehicles, streamlining the stock-taking process and ensuring that every car in the warehouse is accounted for.

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VehicleTag
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How to Complete a Workshop Check-in

Complete a Workshop Check-in form before placing a vehicle in the workshop for repairs.

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VehicleTag
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An Overview of Key Loans

Allows dealerships to securely manage and track vehicle keys loaned to their teams or external parties. This functionality ensures accountability and visibility in key handling, streamlining operations and minimizing risks associated with misplaced or unreturned keys.

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VehicleTag
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An Overview of Access Control

The Access Control feature on the DealersOnline app and auction platform is a security-focused tool designed to regulate and monitor user access to vehicles, facilities, and platform functions.

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Auction
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Essential Techniques for Accurate Vehicle Pricing

Learn essential strategies for determining accurate vehicle prices, ensuring competitive valuations and maximising sales potential.

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Auction
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A Guide to Crafting Descriptions That Sell

Discover how to create compelling vehicle descriptions that attract buyers and enhance sales. Unlock tips for highlighting key features and benefits.

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Auction
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Building Rapport: Strategies for Client Conversations

Enhance your communication skills with proven techniques for engaging clients, building trust, and driving successful outcomes.

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Auction
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A Guide to Understanding the Buyer Process

In any business, you need to understand your audience. In the case of the auction, it is the buyer. You need to understand their thought process from the realisation of the need to the final acquisition of the vehicle.

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Inspection
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A Guide to a Full Inspection

The mobile app provides an inspection tool to correctly capture the details of a vehicle for a standardised auction vehicle report.

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Inspection
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Essential Steps for Documenting Panel Damage

Learn essential techniques for accurately documenting panel damage, ensuring clear communication and effective vehicle assessments.

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Test Drives
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How to Create a Test Drive on Mobile

Create a test drive record from the mobile application.

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Loans
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A Guide to Vehicle Loans

Dealership staff may use this feature to provide proof of a vehicle’s condition when using the vehicle for business purposes.

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Procurement
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Creating and Managing an Effective Auction Wish List

Discover effective strategies for organising managing your auction wish list, helping you make informed decisions and seize the best opportunities.

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Compliance
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A Guide to Compliance Documents

Upon registering for the DealersOnline platform, each user must be verified via the standard approval system. Part of this process includes the submission of company documentation to ensure that the client is who they say they are. This becomes the Compliance process that is to be followed to gain access to the auction platform.

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Compliance
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A Guide to Directors and Ownership

The directors and shareholder information are highly important details to provide as it gives the auction a good idea into who they are networking with via the platform.

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Valuation
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Your Guide to Editing Valuations on Mobile

Learn how to easily edit vehicle valuations from your mobile device, ensuring accuracy and efficiency on the go.

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Valuation
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How to 'Edit a Valuation' from Desktop

Update the valuation with any additional details from the inspection.

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Valuation
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How to 'Request A Valuation' from mobile

Initiate the valuation process by sending a valuation request directly from your mobile device.

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Valuation
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How to 'Request A Valuation' from desktop

Initiate the valuation process by submitting a valuation request.

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Compliance
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A Guide to Document Management

Whether it's a resolution letter or proof of membership, you'll find all your documents directly on the management system.

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Compliance
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A Guide to Dealership Management

When you require a single, efficient tool to oversee the various departments of your dealership.

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Compliance
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A Guide to User Management

As the list of auction users grows within your dealership, you must ensure that all role players have the right tools at hand to successfully carry out their responsibilities.

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