Creating a deal

How to record a sale by creating a deal against a vehicle.

Updated 22 July 2026

A deal records the sale of a vehicle to a customer, together with the pricing, VAT and any add-ons.

Start a deal

Open the vehicle you want to sell and choose Create deal from its menu.

Add the customer, or create a new contact if they are not on file yet.

Set the sale price and any additional items such as warranty or finance.

Save the deal to generate the invoice.

A vehicle that is reserved or already sold will not appear in the vehicle picker when starting a new deal.

For adding stock before you sell it, see Adding a vehicle.

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