Pricing discipline
Compare proposals and sales prices with reserve and retail pricing rules.
Manage pricing rules, user permissions, approvals and pending actions from offer through delivery in one sales record.
Last updated:
The sales representative lacks authority below the reserve price.
CarDesk direct sales management connects vehicle, customer, proposal and price data in one workflow. Below-reserve activity, permission limits and incomplete operating steps stay visible while alerts, notifications and approvals remain in sales history.
Compare proposals and sales prices with reserve and retail pricing rules.
Check user authority and route exceptions to the correct manager.
Finish payment, notary, document and delivery controls without losing a step.
CarDesk does not isolate this capability. It connects directly with the rest of the vehicle and customer workflow.
CarDesk does not split every direct-sales action into disconnected lists. Rules evaluate price, user authority, operating steps and activity history together, allowing routine sales to move quickly while exceptions reach the right person.
Compare the proposal with reserve and retail pricing, clearly surfacing any exception to the sales representative.
Check whether the user has authority at the proposed price and route exceptions to the configured manager approval.
Notify relevant users about below-reserve proposals, incomplete payments or pending notary actions with clear ownership.
Keep price changes, approval requests, decisions, timestamps and responsible users in the sales history.
The scenario follows the company's pricing and permission rules. The goal is to route the exception to the right authority without slowing routine sales and to preserve the decision record.
Vehicle, customer and proposed price connect in one record.
The system identifies that the proposal is below the defined reserve.
The representative's authority at this pricing level is evaluated.
If authority is missing, the transaction is routed to the manager and notified.
Approval or rejection remains in the record with user and timestamp.
Three clear steps keep every team moving through the same process.
Connect customer, vehicle and commercial terms in one record.
Compare the proposal with reserve pricing and user permissions, then start any required approval.
Close payment, notary, document and delivery controls in the sales record.
Rather than presenting hundreds of disconnected features, the workflow answers the operational questions that matter: Is the price valid, is the user authorized, is payment complete, and is anything missing for notary or delivery?
Connect vehicle, customer, proposal terms and sales channel in one transaction.
Evaluate reserve price, user authority and exception decisions together.
Track pending payment, lien release and notary actions with clear ownership.
Check required sales documents, complete delivery preparation and preserve the closure record.
Clear answers about reserve pricing, user authority, approvals and sales operations.
It connects vehicle, customer, proposal, pricing, approval, payment, notary and delivery steps in one traceable sales record.
The proposal is compared with the reserve price. If the user lacks authority at that level, the configured rule creates an alert, routes approval to the correct manager and notifies the relevant people.
Yes. Transaction and approval limits can be organized by role so routine sales move quickly while price exceptions reach the right authority.
Yes. Proposal changes, reserve comparisons, approval requests, decision owners and timestamps can remain in the sales history.
Yes. Payment, lien release, notary, ready-for-delivery and delivered statuses can be followed with the same sales record.
Yes. Branches execute their own sales while central teams monitor reserve pricing, exception approvals and pending operations together.
Let’s plan a focused product walkthrough for your team.
Plan a demo