Deal Register
Dark Horse NC - Clinton
Checkout
Tap showroom merchandise to add it to the sale. Parts-counter inventory stays in Parts.
Add merchandise
Create one item or size/color variant. Cost stays blank for management to add later.
Quick sale
Use for a one-off item or service that is not yet in inventory. It will appear on the receipt but will not change stock.
Find the original receipt
Returns stay tied to the original sale, refund, inventory movement, and staff member.
| User | Role | Locations | Status | Last Login |
|---|
Staff Account
Create or maintain identity, role, location access, and credentials.
| Status | Check | Detail |
|---|
| Location | Units | Customers | Deals | ROs |
|---|
- Complete one full inventory, service, parts, CRM, and deal workflow in both locations.
- Verify printed dealership identity and official form revisions.
- Prove non-financial roles cannot retrieve cost, margin, P&L, or owner metrics.
- Approve the retained-data manifest before any test-data reset.
| Code | Operation | Category | Hours | Rate | Status |
|---|
Service Labor Standard
Maintain the standard description, hours, rate, and availability for this location.
| RO | Customer / Unit | Concern | Technician | Scheduled | Status |
|---|
Repair Order
Customer and Vehicle
Estimate and Authorization
Labor Lines
Parts Used
Final Invoice
| Stock | Unit | Mileage | Ask | Days | Photos | Status |
|---|
Unit Details
Pricing Evidence
Service History
Unit Expenses
Compliance
| Customer | Phone | Source | OFAC | Created |
|---|
Customer Profile
Owned Vehicles
Open and Historical Wants
Deal History
Service History
Lead Activity
| Customer | Request | Max Price | Matches | Created |
|---|
Add Customer Want
Capture the bike a customer is waiting for, then DHI will keep matching it against inventory.
Matching Inventory
| Part | Description | Department | Available | On Order | Bin | Retail |
|---|
Catalog and Stock
Inventory Transactions
Purchase Orders
Service Usage
Record Summary
Stored Source Files
Signing Status
Packet Delivery
Audit History
Canonical Account Map
Every DHI account key must map to a general-ledger account before posting can be enabled.
| DHI account | General-ledger account ID | Account name | Active |
|---|
| Journal | Date | Source | Description | Amount | Status |
|---|
Journal Summary
Balanced Entries
Posting State
Executive Summary
Current workload and operating exceptions for this location.
Operating Queues
0 recordsWhat needs your attention today
Named records that need a decision. Routine queues remain in Today's Work.
Today's Work
Recent Deals
| Deal | Buyer | Vehicle | Status | Sale | Created |
|---|
Email Triage
Incoming Caller Context
Test the exact customer, service, parts, and sales context staff will receive when the main line rings.
| Deal | Buyer | Vehicle | Lender | Amount financed | Terms | Age |
|---|
| Deal | Buyer | Vehicle | Type | Sale | Status | Created |
|---|
Deal Summary
Buyer
Vehicle
Pricing
Deal Advisor
Recommendation only. It does not approve or change this deal.
Evaluation History
Compliance Readiness
Deal Documents
Generate working forms here. Store signed or source files in the Deal Jacket for five-year retention.