AUTO PULSE
Simplify dealership workflow by enabling technologies
Access Control
Implementing Role-Based Access Control (RBAC) in the vehicle showroom ERP is critical for data security, operational efficiency, and regulatory compliance. Only authorised users can access sensitive information, and every user action is traceable based on role assignments.
- All user management with permissions by role
- Cash receipt limitation to generate cash receipts
- Field-level validations for OBF form
- Only authorised users can access sensitive information
- User actions traced based on role assignments
- Employees only see tools relevant to their responsibilities
Order Booking System
The core module managing entire vehicle booking — from customer interest to final delivery. Bottom-to-top approval approach: sales executive submits → higher-level authorities view, approve, or reject with remarks.
Covers: Personal Details, Car Details, Finance Details, Insurance Details, RTO Details, Fast-Tag, and more.
- A. Personal Details – Customer info, KYC docs, document upload
- B. Car Details – Vehicle, price list, RTO, insurance, accessories, MCP/RSA/EW
- C. Finance Details – Financer, loan, payout, pay booster
- D. Insurance Details – NCB, policy details, reverse calculation
- E. RTO Details – Number plate, application no., final amount
- F. Fast Tag – Tag number, company, brand
Finance System
Complete finance management integrated with accounting modules. Record journal entries for loan receipts, bank commissions, and customer payments. Manage all financer relationships and payout structures.
- Finance Y/N selection per order
- Disbursement fields and financer name/type
- Repo rate management
- Loan amount and EMI details
- Payout and pay booster details
- Journal entries: loan receive, bank commission, customer payments
Insurance Details
Streamline the process of offering, issuing, and managing vehicle insurance policies — a crucial aspect of every new vehicle sale in India. Full NCB, tyre, and policy tracking.
- No Claim Bonus (NCB) details
- Date and time of insurance
- Insurance plans and company name/amount
- Policy details and RC Book upload
- NCB Certificate management
- Tyre details and reverse calculation
RTO Details
The RTO module handles the entire legal and regulatory process for vehicle registration, tax payments, and documentation. Critical in the Indian automotive retail environment — ensures compliance and reduces human error.
- RTO type selection
- Number plate with registration date
- Application number tracking
- Final RTO amount calculation
- Vehicle number assignment
- Reverse calculation support
Exchange / Old Cars
Manage customers trading in their old vehicles when purchasing new ones. Exchange bonuses and valuation offers play a big role in closing sales in the Indian market.
- Select OBF for exchange
- Seller details capture
- Car name, model and variant
- Chassis No. + Registration No.
- HPA details management
- KYC documents and insurance details
Offers & Discounts
Manage and apply promotional schemes, exchange bonuses, and seasonal discounts efficiently. A vital sales tool in the Indian automotive market where deals significantly influence buyer decisions.
- Multiple offer types management
- Offer with branch targeting
- Model-specific offers
- Variant-wise offers
- VIN-wise offers for specific vehicles
Masters – Heart of ERP
Foundational one-time setup data powering the entire workflow. Proper configuration ensures the system runs smoothly, avoids duplication, and enforces data consistency across all departments.
- Departments and designations
- Insurance, Finance, Accessories masters
- Leads and sub-lead master
- Color tone masters
- RSA and EW masters
- Transmission, Car variant, MCP, RTO, Fuel masters
Order Management
The backbone tracking every step of a customer's vehicle purchase — from inquiry and booking through delivery and invoicing. Ensures visibility, accountability, and timely execution across all departments.
- Car allocation and management
- Multi-level approvals workflow
- Waiting and finance orders
- Complete payment tracking
- Invoice generation
- PDI Approve → Gate-Pass → Ready to Deliver
Vehicle Transfer
Inter-branch vehicle transfer management with full documentation, driver KYC, and vehicle condition tracking. Ensures smooth inventory movement across your dealer network.
- From Branch to To Branch selection
- Car model with VIN and variant
- Driver details with KYC
- Car images (5 photos)
- Tool kit, health kit, spare bulb tracking
- Vehicle condition check and transfer remarks
Dealer Management
Track and coordinate all operations related to sub-dealers, dealer networks, and channel partners. Essential for managing relationships, inventory, commissions, performance, and compliance in multi-tier structures.
- Dealer name and basic details with GST number
- Inter-dealer transfer of cars
- Interdealer flow chart management
- Performance and compliance tracking
Price List Manager
Centralise and control pricing of vehicles, accessories, services, and insurance. In the dynamic Indian auto market with frequent GST changes and OEM updates, this module ensures consistent real-time pricing.
- CSD-wise price list management
- RTO type selection for pricing
- Branch-wise price list generation
- GST calculation and ex-showroom price with TCS
- On-road price calculations
- Final price – Individual/Corporate
Vendor Management
Efficiently manage all third-party suppliers and service providers — including parts, accessories, insurance, finance partners, service contractors, and more.
- TAN number and tally heading
- Contact and business type details
- UDYAM details and legal structure
- Bank details with GST
- Other information and vendor login
RSA – Roadside Assistance
Essential service to enhance customer satisfaction and offer peace of mind. The RSA Module manages all aspects of roadside assistance, ensuring timely response, accurate tracking, and proper service delivery.
- RSA service package management
- Customer service request tracking
- Timely response coordination
- Service delivery confirmation
- RSA reporting and analytics
MCP – My Convenience Program
A customer-centric initiative to enhance customer experience and streamline the ownership journey. Tailored services including service packages, extended warranties, loyalty rewards, and exclusive offers for improved customer retention.
- Service packages management
- Extended warranty coordination
- Loyalty rewards tracking
- Exclusive offers for buyers
- Customer retention analytics
- MCP master configuration
Extended Warranty
Additional service offering providing customers with extended coverage beyond standard manufacturer warranty. Includes repairs and services for various vehicle components, ensuring peace of mind after standard warranty ends.
- Extended warranty package management
- Coverage tracking beyond standard warranty
- Warranty sales and renewal tracking
- Claims management
- Customer notification and renewal reminders
- EW reporting and analytics
Your Dealership?
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