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How-to Guides

Welcome to our how-to guide section, where you'll find step-by-step instructions and tips to help you master essential skills and tasks. Whether you're a beginner or looking to brush up on your knowledge, we've got you covered with easy-to-follow guidance on a wide range of topics.

3 authors79 articles
Using 'Sale or Return' mode on a stock listingsWe've recently launched better support of Sale or Return vehicles. See how to use this to manage your stock more effectively.
Job Filters & Saved ViewsLearn how to filter jobs & save views to use later
Change a deals completion date
Adding a developer to your Stripe account
Adding a Finance ProviderHow to add a new finance provider to the list shown on the deal payments screen.
Changing a vehicles derivative / specification / descriptionA quick video guide on how to change a vehicles derivative, specification & description
Courtesy Cars: Managing & Booking Out
How to remove a part exchange from a Deal
Deals: Changing the selling price of a vehicle
Deals: Changing whether an active deal is a distance or on-premises sale
Courtesy Cars: Adding or removing
Vehicles: Deleting a vehicleHow to remove a vehicle / stock listing from the platform
Vehicles: Changing a vehicles market status (Trade / Retail)Moving stock between markets, for instance 'trade' to 'retail' or vice versa.
Refunding / Cancelling a Deal
Deleting a Deal
Changing a vehicle registrationThis guide will show you how to edit a vehicle and change the registration.
Finding signed documentsThis guide will show you how to find signed documents in the handover pack on a deal.
Roll back / Uncomplete a dealThis guide will show you how to roll back or uncomplete a deal within dealerkit.
Adding a vehicle expenseThis guide will show you how to add an expense to a vehicle, this also covers SIV.
Importing ContactsLearn how to import contacts via spreadsheet
Importing Data
Granting access to the Dealerkit Support TeamThis guide will show you how to grant temporary access to the Dealerkit Support Team to provide technical support.
Adding Road Tax to a dealThis guide will show you how to add Road Tax to a deal.
Changing Company InformationHow to edit company contact info in Dealerkit. Changes will automatically update across documents and relevant areas.
Adding and Removing Referral SourcesThis guide will show you how to add or remove Referral Sources in Dealerkit.
Sending a review request from AutoTrader Portal
Change a Trade vehicle to RetailThis guide will show you the steps for changing a trade vehicle to retail.
Booking a Warranty JobIn this guide, we’ll show you how to book a Warranty Job, create an invoice, and track the work.
Inventory ManagementThis guide provides step-by-step instructions on how to effectively manage your inventory using the Inventory Management area.
How to check-in a vehicle to an alternate locationYou can update the location tags for vehicles by following the guide below
View historic & sold vehicle detailsFind out how to view jobs, expenses, photos, documents & other details about sold vehicles
Download a vehicles photosYou can download a vehicles photos in a few clicks
Backdate a change on a Stacked Deal - Tax Date
Adding and managing Service History
Service sheets / Service records
Advertising - Defaults and settings
Sundry Items
Job Card settings and AutomationHow to manage job types and set up job card automation.
How to Add and edit InspectionsThis guide will show you how to navigate to and edit your inspections.
Finance Commission and Banked StatusThis article will show you how to navigate to finance and manage the commission and status.
Edit VAT status on a stacked dealThis article will show you how to amend the VAT status for a vehicle on a stacked/complete deal.
Setting up custom inbox email address
Adding a product feed to Google Merchant CenterHow to add your stock from DealerKit to Google Merchant Center
Updating your Google Store CodeAdd or update a locations Google Store Code for the Merchant Centre
Setting up a new user/new loginThis guide will advise how to set up a new user account
How to add Delivery or Promises to a dealThis article will explain how to add delivery to an order.
Produce an invoice that hasn't yet been paidThis guide will show the basics of how to produce an invoice/document pack that where there is an outstanding balance.
How to add a custom vehicle or unlisted vehicleThis guide will show you how to add a vehicle that either isn't listed or is a custom variant or possible import.
Manage a vehicles Sale or Return statusHow to update the SIV for a SOR vehicle, the SOR vehicles current owner and whether the SOR vehicle is a VAT qualifier
Managing Finance SettlementsHow to add, pay / settle & edit finance settlements on vehicles
Adding a credit note from a supplierYou can add credit notes for vehicles, parts and other items within Expenses area
How to Add Inventory Items Into DealerKit (Oil, Bulbs, Consumables, etc.)This guide shows you how to add bulk items (oil, bulbs, fuses, fluids, etc.) into the system so they can be deducted accurately when used on job cards.
How to add and edit a vehicle mileage log.This guide shows you how to add and amend Mileage for a vehicle within Dealerkit.
How to find vehicle Pricing Hanger/Sales Flyer and linked resourcesThe guide will show how to Access Vehicle Links and Resources
Managing Vehicle Owner/Keeper Information in DealerKitThis guide will show how to hide the number of owners, total owners, or previous keepers.
Adding a Discount to a Vehicle on an Active DealThis guide explains how to add a discount to a vehicle during an active deal.
Adding Finance to a Deal (Invoice to Finance Company)This guide explains how to add finance to a deal so that an Invoice to Finance Company is generated.
Editing Financial Details on a Deal or Amending a Payment MethodThis guide will explain how to amend financial details for a deal.
Adding Third-Party Finance to a DealThis guide explains how to add Third-Party Finance to a deal so the correct invoice is generated within the Document Pack.
Creating a Custom View in DealerKit (e.g. Leads)Custom views allow you to tailor your dashboard to show exactly the information you need, using filters that can be saved and reused.
How to Set Up a GVA Feed with DealerKitThis guide will walk you through the steps required to connect your GVA (Google Vehicle Ads) feed to DealerKit.