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How Vehicle Sales and For-Sale Pipeline Works

Source: `vehicles_controller.rb`

  • The for-sale search uses the tax-appropriate price field based on the company's tax settings (inclusive or exclusive)
  • The for-sale vehicle index requires the vehicle to have either an acquisition invoice or a trade-in invoice before it can appear
  • For-sale status filter options: for_sale (currently listed), sold (not_for_sale with a date_of_sale set), or both combined
  • Vehicles acquired through the acquisition workflow are assigned to the internal (dealership) customer with a pending status
  • Acquisition automatically creates a DealershipAdvertisingVehicle record for the vehicle, preparing it for advertising
  • Vehicles with pending status are hidden from the customer's vehicle list view to avoid confusion
  • When viewing an archived customer's vehicles, only archived vehicles are displayed

Support scenarios

  • "A vehicle isn't showing in the for-sale list" → The vehicle must have either an acquisition or trade-in invoice to appear in the for-sale index. Also check that the status is set to for_sale and the vehicle isn't archived or deleted.
  • "I acquired a vehicle but it's not showing under the customer" → Acquired vehicles are assigned to the internal customer with pending status. Pending vehicles are hidden from the customer vehicle list. The vehicle will appear once the status changes from pending.
  • "The for-sale price search isn't matching" → The search uses the tax-appropriate price field. If the company uses tax-inclusive pricing, the search matches against the inclusive price and vice versa.
  • "I can only see archived vehicles for this customer" → If the customer is archived, the system only shows their archived vehicles. Unarchive the customer to see the full vehicle list.