# Vehicle Management on SharePoint | AvantIT > A native SPFx app that follows each vehicle from factory order to registration: stock, margin, ISV tax, sales and alerts, on Microsoft 365. Canonical: https://www.avantit.pt/en/products/vehicle-manager/ Source: AvantIT — https://www.avantit.pt (Microsoft Partner, Matosinhos, Portugal) --- AvantIT Solution # Every vehicle, from factory order to registration, in one place Stock, costs, margins, legal steps, sales and delivery for high-value vehicles, in the SharePoint Online you already have. No spreadsheets, no new platform. [Schedule Demo](https://www.avantit.pt/en/contact/) Learn More 8 Visible Vehicle Stages 5 Access Roles 42 Configurable Lists 100% Native Microsoft 365 ## Solution Modules Explore the specific components of this solution. [Dashboard Stock, orders, sales, average margin, high-priority alerts and the latest vehicle movements.](https://www.avantit.pt/en/contact/)[Vehicles Identification, technical specifications, factory and local equipment, base price, campaigns and publishing checklist.](https://www.avantit.pt/en/contact/)[Finance Order data, supplier invoicing and validation, transport and other costs, and net margin analysis.](https://www.avantit.pt/en/contact/)[Legal Customs, COC, homologation, ISV tax, plate, DAV and ownership registry.](https://www.avantit.pt/en/contact/)[Reception and Preparation Arrival, technician, wash, equipment confirmation, serial numbers and delivery checklists.](https://www.avantit.pt/en/contact/)[Proposals and Sales Commercial proposals, contract, payment schedule, trade-in, financing, delivery, invoicing and warranty.](https://www.avantit.pt/en/contact/)[Alerts and Notifications Rule-based alerts with email and Teams notifications from editable templates.](https://www.avantit.pt/en/contact/)[Administration Access management, reference lists, data import, site copy and automatic SharePoint setup.](https://www.avantit.pt/en/contact/) ## See It in 70 Seconds A quick tour of the application, using demo data only. No real customers or vehicles. ## See the Product in Action Real screenshots of the solution running in SharePoint Online. All Dashboard Vehicles Finance Legal Workshop Sales Customers Alerts Administration ![Dashboard with vehicles in stock, orders, sales, average margin and active alerts] Dashboard — stock, orders, sales and alerts at a glance ![Vehicle list with status, chassis, brand, model, location and sale price] Vehicle list — filter, search and export the whole inventory ![Vehicle record with the eight-stage tracker from ordered to registered] Vehicle record — eight visible stages with dates ![Finance tab with supplier order data and cost analysis] Finance — order, supplier invoicing and cost analysis ![Legal tab with customs, COC, homologation, ISV tax and registration] Legal — customs, COC, homologation, ISV and registration ![Reception tab with technician, wash and equipment confirmation] Reception — arrival, technician and equipment checks ![Commercial proposals for a vehicle with margin per active proposal] Proposals — commercial offers with margin per proposal ![Sales tab with customer, contract, payment schedule and delivery] Sales — customer, contract, payments, delivery and warranty ![Customer directory with type, tax ID, contact and status] Customers — searchable directory linked to each vehicle ![Alert centre with priority, due date and status filters] Alerts — overdue steps, missing documents and expiring offers ![Access matrix with read and write levels per role and section] Access management — five roles, per section and tab ![Reference lists administration with 42 configurable catalogues] Reference lists — 42 catalogues edited without code ## Challenges & Solutions by Role ### Sales Director Pain Point "I only learn the real margin after the discount has been promised, and I cannot see which proposals are about to expire or which vehicles have been sitting in stock the longest." Solution Every proposal shows its expected net margin, built from purchase cost, factory equipment, transport, customs, tax and preparation. Campaigns and commercial discounts are applied before the offer goes out. Result Discount decisions made with the margin in view. A live pipeline of stock, negotiations and sales. ### Finance Controller Pain Point "Supplier invoices, transport costs, ISV tax and customer payments live in different files, so closing a deal means chasing numbers." Solution Supplier invoicing and validation, transport and other costs, payment schedules, financing and payment records sit on the same vehicle record, with outstanding balance and payment progress always visible. Result One place to validate purchase invoices and confirm payment before delivery. ### Operations and Workshop Manager Pain Point "I do not know which vehicles have arrived, which are waiting for preparation or which documents are still missing before delivery." Solution The reception and preparation tabs record arrival, technician, wash, equipment confirmation against the order, serial numbers and pre-delivery checklists. Alerts flag work that runs past its expected date. Result No vehicle leaves without its checks. Overdue preparation is flagged automatically. ### Legal and Administration Pain Point "Customs, COC, homologation, ISV tax, plate, DAV and ownership registry each have their own deadline, and a missed step blocks the sale." Solution Each step is tracked per vehicle with dates, notes and proof documents. The licence plate stays blocked until the ISV tax is settled, so nobody advances a vehicle that cannot be registered. Result Fewer blocked registrations and a complete document trail per vehicle. ### IT Manager Pain Point "We cannot add another platform with its own login, hosting and security review." Solution Built on SharePoint Framework (SPFx), the solution runs inside SharePoint Online, signs users in with Microsoft 365 and stores data in lists and libraries in your own tenant. Roles sync with SharePoint groups. Result No new infrastructure. Data stays in your tenant under your existing security and compliance. ## Success Stories [![From Order to Registration: One Place to Run Every Vehicle] SharePoint SPFx Power Automate Leading Portuguese Motorhome and Caravan Retailer From Order to Registration: One Place to Run Every Vehicle How a motorhome and caravan retailer replaced spreadsheets with a single SharePoint application for the whole vehicle journey. Read Case Study](https://www.avantit.pt/en/projects/vehicle-lifecycle-management/) ## Proven Benefits We quantify delivered value through clear metrics. ### Eight Visible Stages Ordered, in transit, in stock, homologated, in negotiation, sold, delivered, registered. The current stage and the date of each step sit at the top of every vehicle. ### Margin Before the Deal Cost analysis per vehicle and per proposal, including factory and local equipment, transport, insurance, customs, ISV tax, preparation and discounts. ### Legal Steps Built In Customs and Form 9, COC, homologation, ISV tax, plate, DAV and ownership registry, with the plate blocked until tax is settled. ### Contracts With Addenda Equipment changes after signature are recorded as dated addenda with version history, so what was sold is what is delivered. ### Workshop and Delivery Checks Reception, equipment confirmation, serial numbers and configurable pre-delivery checklists, with documents attached to each vehicle. ### Alerts That Chase for You Rules raise alerts for missing documents, overdue preparation, unpaid balances and ending campaigns. Power Automate sends them by email and Teams. ### Roles and Permissions Administrator, coordinator, finance, sales and workshop roles with read or write access per section and tab, synced with SharePoint groups. ### Configurable Without Code 42 reference lists, Excel import for stock and equipment catalogues, Excel export and editable notification templates, all managed by your administrators. ## Related Services [SharePoint & Intranets](https://www.avantit.pt/en/services/modern-work/)[Power Platform & Automation](https://www.avantit.pt/en/services/power-platform/)[Custom Software Development](https://www.avantit.pt/en/services/software-development/) ## Ready to Transform Your Business? Talk to our experts and discover how we can help. [Schedule Demo](https://www.avantit.pt/en/contact/) [Quick Diagnosis](https://www.avantit.pt/en/maturity-diagnostic/)