Unit Management

Generate Professional Wholegoods Quotes

The wholegoods/unit application enables you to generate professional quality quotations that can be printed, saved as a .PDF file, and faxed or emailed to your customer. Nothing is more impressive than sending a quote, complete with photos, to your customer while they are still on the phone with you.

Quotes are individually numbered so as you update or change the deal structure, each version of the quote is saved online so you’ll always have a complete record of your sales process. The system can handle an unlimited number unit sales and unlimited trade-ins on a single quote.

Complete History For Life of Equipment

Track a unit from factory order through multiple sales and trade-in cycles. This includes a complete repair order history which can be a real selling point for dealer-maintained equipment. All historic documents can be retrieved, printed, saved as a .PDF and emailed or faxed to potential buyers.

Accept Trade-In Unit Before the Sale

The system allows a unit to be traded-in before the sale of a unit to the customer. This can be handy when selling a used unit to the customer that hasn’t arrived on the lot. It is also useful when the decision on which new unit the customer wants is still pending. All accounting entries are done automatically as the transaction is completed.

Sell “On-Order” Units Before They Are Received

The system allows a unit that is on order to be sold to a customer—even if it hasn’t been received from the factory or through a transfer from another dealer. This streamlines the sales process and provides the customer with a written record of the transaction when they are ready to buy. No need to wait since the system handles all of the accounting.

Attach Photos, Videos, Invoices, Diagrams, or Handwritten Notes to Any Wholegood

The HBS eDocs application allows reference material to be attached to any wholegoods. These can be copies of the original factory invoice, copies of dealer-installed option sheets, handwritten notes & equipment quotes, floorplan and notes payable documents, photos, videos, manufacturer bulletins, or any other file you want to make available to system users. This can be particularly useful for sharing documents across multi-location dealerships. Many dealerships will scan and attach a copy of the original order and factory invoice so it will always be accessible with the wholegood record.

Powerful Search Engine

Search for units and generate listings for your sales people. Units can be retrieved by New, Used, Rental, Ordered, Sold, Historical, and Transferred statuses. Further refine searches by Make, Model, Type, Serial Number, Customer or Location. The application supports “partial” searches when the entire model or serial number are unknown. Search results can easily be sorted on screen with a click of the mouse. Comprehensive reports can be generated, printed or saved as .PDF for email and portable device display.