Compatibility · Automotive
Management
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Compliance Manuals
A reference handbook setting out the laws, regulations, and internal rules an automotive business must follow, and how staff should comply.
What it’s used for
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Daily Sales Logs
A day-by-day record of vehicles sold and other sales activity at a dealership, used to track results against targets.
What it’s used for
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Floorplan Reports
A report tracking a dealership's inventory financed through a floorplan credit line, showing what is owed on each vehicle.
What it’s used for
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Inventory Aging Reports
A dealership report listing vehicles in stock by how many days each has sat unsold, used to spot slow-moving units.
What it’s used for
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Monthly Financial Statements (MOS)
The monthly financial report a dealership prepares for its owners and the manufacturer, showing profit and loss by department plus the balance sheet.
What it’s used for
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OEM Allocation Reports
A manufacturer report telling a dealership how many new vehicles of each model and trim it will receive in an upcoming production period.
What it’s used for
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OEM Program Rules
A manufacturer's written rules setting out how a dealer qualifies for and earns money from a factory program.
What it’s used for
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Policy and Procedure PDFs
A written set of company rules and step-by-step procedures covering how a dealership or repair shop operates day to day.
What it’s used for
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Staffing Guides
A planning document that sets how many staff each department needs, by role and shift, based on sales or service volume.
What it’s used for
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Weekly Sales Forecast Sheets
A weekly worksheet where a dealership projects how many vehicles it expects to sell and deliver by the end of the month.
What it’s used for
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