AUTOMOTIVE VEHICLE DELIVERY AND HANDOVER PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Customer Order Details: Fetch all information regarding the specific vehicle, customer contact details, and agreed-upon delivery date from the Sales Data Model.
[ ] Check Vehicle Availability: Verify the current status and location of the specific VIN (Vehicle Identification Number) in the Inventory Data Model.
[ ] Pre-Delivery Inspection (PDI) Task: Assign a task to the Workshop Technician to perform a comprehensive mechanical and cosmetic check of the vehicle.
[ ] Update Vehicle Status to 'Ready': Change the vehicle status in the Inventory Data Model from 'In Preparation' to 'Ready for Delivery' upon PDI completion.
[ ] Generate Delivery Checklist: Create a new entry in the Handover Checklist Data Model linked to the specific Vehicle and Customer.
[ ] Final Detailing Task: Assign a task to the Valeting Team to ensure the vehicle is cleaned and polished for presentation.
[ ] Calculate Total Delivery Fees: Calculate the final amount due by summing the vehicle price, registration fees, and any additional accessories or prep services.
[ ] Update Invoice with Final Totals: Update the Sales Order entry with the newly calculated total delivery cost.
[ ] Send Delivery Confirmation Email: Send an automated email to the Customer confirming the time, location, and required documents for the handover.
[ ] Send Handover Reminder SMS: Send a brief SMS reminder to the Customer 24 hours before the scheduled appointment.
[ ] Handover Presentation Task: Assign a task to the Sales Consultant to perform the physical vehicle walkthrough and document signing with the customer.
[ ] Mark Vehicle as 'Delivered': Update the Inventory Data Model to reflect that the vehicle has been officially handed over to the customer.
[ ] Create Post-Delivery Feedback Request: Create a new entry in the Customer Satisfaction (CSAT) Data Model to track the customer's experience.
[ ] Calculate Monthly Delivery Volume: Aggregate the number of 'Delivered' status entries in the Inventory Model for the current month to track KPIs.
[ ] Generate Monthly Delivery Performance Report: Create a summary report for management showing completed handovers, average prep time, and customer satisfaction scores.

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