Dealership Management System
Complete documentation for a modern, modular automotive dealership platform
Welcome
This documentation provides comprehensive information about the Dealership Management System (DMS) - a enterprise-grade platform designed to manage all aspects of automotive dealership operations, from customer relationships to inventory management, service operations, and business analytics.
The system is built on a foundation-first architecture ensuring security, scalability, and operational efficiency.
🏗️ System Architecture
The DMS is organized into 4 priority tiers, each building on the previous layer:
flowchart TD P0[P0: Foundation<br/>6 modules] P1M[P1: Master Data<br/>3 modules] P1C[P1: Core Operations<br/>6 modules] P2[P2: Revenue & Engagement<br/>9 modules] P3[P3: Advanced Operations<br/>4 modules] P4[P4: Analytics & Digital<br/>2 modules] P0 --> P1M P0 --> P1C P1M --> P1C P1C --> P2 P2 --> P3 P3 --> P4 style P0 fill:#2d5aa6,color:#fff,stroke:#1a3d7a style P1M fill:#5b8cc9,color:#fff,stroke:#2d5aa6 style P1C fill:#5b8cc9,color:#fff,stroke:#2d5aa6 style P2 fill:#84a59d,color:#fff,stroke:#5b8cc9 style P3 fill:#a8c5bd,color:#333,stroke:#84a59d style P4 fill:#c9d9d5,color:#333,stroke:#a8c5bd
Key Principle: Each tier depends on the tiers above it. The foundation (P0) provides security, access control, and organizational structure that all other modules require.
📦 Module Catalog
✅ P0 - Foundation Layer (6 modules)
Purpose: Core security and organizational infrastructure that all other modules depend on.
| Module | Code | Purpose | Status |
|---|---|---|---|
| User Access & Security | AUTH | User authentication & session management | ✅ Complete |
| Access Control & Permissions | PERM | Role-based access control (RBAC) | ✅ Complete |
| Employee Directory | EMP | Employee records & organizational structure | ✅ Complete |
| Company Configuration | CONF | Dealership setup & multi-location management | ✅ Complete |
| Document Templates | DOC | Automated document generation | ✅ Complete |
| Task & Workflow Engine | TASK | Process automation & task orchestration | ✅ Complete |
Dependencies: None - this is the foundation Completion: 6/6 (100%)
✅ P1 - Master Data Layer (3 modules)
Purpose: Core inventory and supplier data management.
| Module | Code | Purpose | Status |
|---|---|---|---|
| Vehicle Stock Management | VEH | Vehicle inventory tracking & allocation | ✅ Complete |
| Parts Inventory | PARTS | Parts warehouse & inventory management | ✅ Complete |
| Supplier Management | SUPP | Supplier relationships & performance tracking | ✅ Complete |
Dependencies: P0 Foundation Completion: 3/3 (100%)
🔄 P1 - Core Operations (6 modules)
Purpose: Essential daily dealership business operations.
| Module | Code | Purpose | Status |
|---|---|---|---|
| Customer Management | CRM | Customer database & 360° customer view | ✅ Complete |
| Lead Management | LEAD | Lead capture, scoring & nurturing | 📝 Pending |
| Sales Operations | SALE | Sales process & order management | 📝 Pending |
| Service Operations | SVC | Service booking & job tracking | 📝 Pending |
| Workshop Operations | SHOP | Repair bay management & technician assignment | 📝 Pending |
| Customer Traffic & Appointments | TRAF | Walk-in management & appointment scheduling | 📝 Pending |
Dependencies: P0 Foundation + P1 Master Data Completion: 1/6 (17%)
📝 P2 - Revenue & Engagement (9 modules)
Purpose: Additional revenue streams and customer engagement features.
Revenue Enhancement (4 modules):
- Accessories Management
- Insurance Products
- F&I (Finance & Insurance)
- Used Car Sales
Customer Engagement (5 modules):
- Appointment Scheduling
- Customer Care / Call Center
- Messaging System
- Loyalty & Rewards
- Campaign Management
Dependencies: P1 Core Operations Completion: 0/9 (Planned)
📝 P3 - Advanced Operations (4 modules)
Purpose: Advanced features for mature dealership operations.
- Fleet Management
- Warranty Management
- Vehicle Lifecycle Tracking
- Reporting & Export
Dependencies: Full P1 + P2 operations Completion: 0/4 (Planned)
📝 P4 - Analytics & Digital (2 modules)
Purpose: Business intelligence and digital innovation.
- Business Intelligence & Analytics
- Digital Showroom
Dependencies: All operational data (P1-P3) Completion: 0/2 (Planned)
🎯 Quick Start by Role
👔 Executives & Business Leaders
What you need to know:
- The system manages all dealership operations from a single platform
- Built with enterprise-grade security and access control
- Supports multiple locations and departments
- Provides comprehensive KPIs and business intelligence
Start here:
- Review the Module Catalog below for complete system overview
- Explore individual module pages for specific features
- Each module includes business rules and success metrics
👨💻 Technical Teams & Developers
What you need to know:
- Modular architecture with clear dependencies
- Each module is documented with data models, APIs, and integration points
- Foundation-first approach ensures security and scalability
- RESTful API design for third-party integrations
Start here:
- Module Catalog - Complete module catalog and dependencies
- Individual module specifications - Detailed technical documentation
- Each module includes:
- Data models & database schemas
- Business rules & validation logic
- Integration points & APIs
- User roles & permissions
👥 Department Managers
What you need to know:
- Modules are organized by department and function
- Each module includes specific features for your operations
- KPIs and success metrics help track performance
- Workflow automation reduces manual work
Relevant modules by department:
Sales Department:
- Customer Management (P1)
- Lead Management (P1)
- Sales Operations (P1)
- Accessories (P2)
- Used Car Sales (P2)
Service Department:
- Service Operations (P1)
- Workshop Operations (P1)
- Parts Inventory (P1)
- Warranty Management (P3)
Management:
- Business Intelligence (P4)
- Reporting & Export (P3)
- Company Configuration (P0)
📋 Project Managers & Implementation Teams
What you need to know:
- Clear dependency hierarchy (P0 → P1 → P2 → P3 → P4)
- Implementation roadmap with 4 phases
- Each module is independently deployable
- Phased rollout approach minimizes risk
Implementation Order:
- Phase 1: P0 Foundation (Weeks 1-10)
- Phase 2: P1 Master Data (Weeks 11-14)
- Phase 3: P1 Core Operations (Weeks 15-24)
- Phase 4+: P2-P4 Enhancement modules
Start here:
- Module Catalog - See complete module organization
- Implementation Timeline - Roadmap and schedule
- Dependency graphs show module relationships
🔍 Key Features
Security & Compliance
- ✅ Enterprise-grade authentication (SSO, MFA)
- ✅ Role-based access control (RBAC)
- ✅ Audit trails for all critical operations
- ✅ GDPR/data protection compliance ready
- ✅ Multi-tenant architecture for multiple locations
Operational Efficiency
- ✅ Automated workflow orchestration
- ✅ 360° customer view across all touchpoints
- ✅ Real-time inventory tracking (vehicles & parts)
- ✅ Integrated task management
- ✅ Document generation automation
Business Intelligence
- ✅ Comprehensive KPIs for each module
- ✅ Real-time performance dashboards
- ✅ Data-driven decision making
- ✅ Trend analysis & forecasting
- ✅ Export capabilities for external analysis
Integration & Scalability
- ✅ RESTful API for third-party integrations
- ✅ Modular architecture for easy expansion
- ✅ Multi-location support
- ✅ Cloud-ready infrastructure
- ✅ Mobile-responsive design
📊 System Coverage
Current Status
pie title Module Completion Status "Complete (P0 + P1)" : 10 "In Progress (P1 Core)" : 5 "Planned (P2-P4)" : 13
Total Modules: 28
- ✅ 10 Complete (36%) - P0 Foundation + P1 Master Data + 1 Core Op
- 🔄 5 In Progress (18%) - P1 Core Operations
- 📝 13 Planned (46%) - P2, P3, P4 enhancement modules
Coverage by Function
| Function | Modules | Status |
|---|---|---|
| Security & Access | 2 modules | ✅ Complete |
| Organization & Setup | 4 modules | ✅ Complete |
| Inventory Management | 3 modules | ✅ Complete |
| Customer & Sales | 3 modules | 🔄 1/3 complete |
| Service & Workshop | 2 modules | 📝 Planned |
| Revenue Enhancement | 4 modules | 📝 Planned |
| Customer Engagement | 5 modules | 📝 Planned |
| Advanced Features | 4 modules | 📝 Planned |
| Analytics & Digital | 2 modules | 📝 Planned |
📖 Documentation Structure
documentation/
├── index.md (this page)
└── modules/
├── README.md (module index)
├── p0_baseline/ (6 foundation modules)
├── p1_master_data/ (3 inventory modules)
└── p1_core_ops/ (6 operations modules)
How to Navigate
- Browse by Priority: Use the Module Catalog above to see all modules organized by tier
- Browse by Function: Use the coverage table to find modules for your department
- Deep Dive: Click any module name to see detailed specifications
What Each Module Includes
Every module documentation contains:
- Overview - Purpose and scope
- Functional Specifications - Detailed feature descriptions
- Data Models - Database schemas and field definitions
- Business Rules - Validation logic and operational rules
- Integration Points - How it connects with other modules
- User Roles & Permissions - Access control details
- KPIs - Success metrics and performance indicators
🚀 Implementation Timeline
gantt title DMS Implementation Roadmap dateFormat YYYY-MM-DD section P0 Foundation Foundation (6 modules) :p0, 2025-01-01, 70d section P1 Master Data Inventory (3 modules) :p1m, after p0, 28d section P1 Core Ops Operations (6 modules) :p1c, after p1m, 70d section P2-P4 Enhancements (13 modules) :p2, after p1c, 120d
Estimated Timeline: 52 weeks total
- P0 Foundation: 10 weeks
- P1 Master Data: 4 weeks
- P1 Core Operations: 10 weeks
- P2-P4 Enhancements: 28 weeks (phased)
🔗 Quick Links
Module Documentation:
- P0 Foundation - User Access, Permissions, Employees, Company Setup, Documents, Tasks
- P1 Master Data - Vehicles, Parts, Suppliers
- P1 Core Ops - Customers
Navigation:
- Module Catalog - All 28 modules organized by priority
- System Architecture - Architecture diagrams
- Implementation Timeline - Roadmap and phases
📞 Support & Resources
Technical Documentation: See individual module pages for detailed specifications System Architecture: See architecture diagrams above Implementation Guide: Each module includes deployment instructions and dependencies
Last Updated: November 15, 2025 Documentation Version: 6.0 System Status: Foundation Complete, Core Operations In Development Total Modules: 28 (10 complete, 5 in progress, 13 planned)