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

Archived

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