Car Procurement Process

Template

Car Procurement Process Template for car rental stores from the prospection of a new car with the OEM to obtaining insurance and other documents necessary to put the car to use.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Dealer

  • 2. Dealer's email

  • 3. Deal size

  • 4. OEM

PO release

  • 1. Is it a lease?

    • Yes
    • No
  • 2. Financer's name

  • 3. Financer's email

  • 4. PO number

  • 5. PO attachments

  • 6. Number of cars

  • 7. PO release date

Dispatch

  • 1. Dispatch date

  • 2. Is there a change in quantity?

    • Yes
    • No
  • 3. New quantity

  • 4. Dispatch details received on:

  • 5. Engine

  • 6. Chassis

Insurance

  • 1. Insurance quotation received on:

  • 2. Insurance quotation

  • 3. Insurance payment made on:

  • 4. Insurance payment receipt

  • 5. Insurance policy received on:

  • 6. Insurance policy

  • 7. Notification sent on:

Payment

  • 1. Loan details received on:

  • 2. Loan details

  • 3. Down payment

  • 4. Down payment receipt

  • 5. DP receipt sent to financer on:

Documentation

  • 1. Document received on:

  • 2. Document

  • 3. Document signature date

  • 4. Signed document

  • 5. DO received on:

  • 6. DO by financer

Car delivery

  • 1. SG installation date

  • 2. IC and accessories installation date

  • 3. Registration date

  • 4. Registration

  • 5. Car delivered to dealer on:

Car documents

  • 1. Car documents received on:

  • 2. Car delivery date

  • 3. Car created on:

Done

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