Carflys Documentation

Project: Carflys

Report: Admin Account

Dated: June 26, 2024
Decimal Solution, Islamabad
1. Introduction--------------------------------------------------------------------------------------------------------- 3
2. Scope----------------------------------------------------------------------------------------------------------------- 3
3. Stakeholders-------------------------------------------------------------------------------------------------------- 3
4. Admin Account----------------------------------------------------------------------------------------------------- 3
5. Terminologies------------------------------------------------------------------------------------------------------ 3
6. Admin Flow Diagram--------------------------------------------------------------------------------------------- 8
7. Dashboard----------------------------------------------------------------------------------------------------------- 9
7.1 Dashboard----------------------------------------------------------------------------------------------------- 9
7.2 User Management------------------------------------------------------------------------------------------ 10
7.3 User Dealership--------------------------------------------------------------------------------------------- 11
7.4 Vehicles------------------------------------------------------------------------------------------------------ 12
7.5 Website Management-------------------------------------------------------------------------------------- 15
7.6 View Services----------------------------------------------------------------------------------------------- 16
7.7 Warranty----------------------------------------------------------------------------------------------------- 17
7.8 Leads--------------------------------------------------------------------------------------------------------- 18
7.9 Orders-------------------------------------------------------------------------------------------------------- 20
7.10 Lenders------------------------------------------------------------------------------------------------------- 20
7.11 Payments----------------------------------------------------------------------------------------------------- 21
7.12 Accounting-------------------------------------------------------------------------------------------------- 23
7.13 Chats----------------------------------------------------------------------------------------------------------29
7.14 Reviews------------------------------------------------------------------------------------------------------ 30
7.15 Complaints---------------------------------------------------------------------------------------------------31
7.16 Blogs--------------------------------------------------------------------------------------------------------- 33
7.17 Settings------------------------------------------------------------------------------------------------------- 36
7.18 Import Vehicles--------------------------------------------------------------------------------------------- 37
8. References--------------------------------------------------------------------------------------------------------- 39
1. Introduction
Carflys is an e-commerce platform that allows you to buy vehicles directly from the comfort
of your home. Whether you prefer financing or outright purchasing, Carflys provides a
convenient one-stop solution. They help you find your ideal car within your budget and
preferences. This platform is designed for customers to purchase vehicles of their choice and
finance their desired vehicles, and for sellers to register their dealerships for easy navigation,
enabling them to learn about service options and get in touch with the team for personalized
assistance.

2. Scope
It is an end-to-end system for purchasing vehicles by getting the best purchase offer from the
lender to buy the vehicle with easy steps to perform. On the seller side, register a dealership
and easily sell your vehicle with your comfort.

3. Stakeholders
 Customer
 Seller
 Admin

4. Admin Account
In Carflys, Admin Account involves the complete control on system by having check on
activities of Customer and Seller. Admin can keep an eye on customer by receiving lead
generated form to respond as early as possible, having check on credit application submitted
by customer by verifying personal details of the customer. Also can keep check on Seller by
verifying dealership and details of added inventory. Admin can view and add user in system
or user added by seller, can also Add and View Vehicle also can respond to chats with user
and respond to complaints and have access to Payments, add and view Warranties, view and
assign leads, View Orders, View Lenders, Add and view Blogs, in website management can
update price of a vehicle and also list on and off vehicle in inventory.

5. Terminologies

Credit Application

The credit application on Carflys.com is a vital component in the vehicle financing

process. It serves as the initial step for customers seeking to finance their car purchase.
By completing the credit application, customers provide essential information about their
financial situation, including income, employment status, credit history, and other
personal details. This information allows lenders to assess the applicant's
creditworthiness and determine their eligibility for a loan.
Credit Score

The credit score plays a pivotal role on Carflys.com in determining the financing options
available to customers looking to purchase vehicles. It is a numerical representation of an
individual's creditworthiness, based on their credit history, which lenders use to assess
the risk of lending money.

Lender

The lender on Carflys.com plays a crucial role in the financing process for customers
looking to purchase vehicles. They are responsible for evaluating loan applications,
determining the creditworthiness of applicants, and offering suitable financing options
based on their credit profiles. The lender sets the terms of the loan, including the interest
rate, repayment schedule, and any additional fees. By providing the necessary funds for
vehicle purchases, the lender enables customers to acquire cars even if they do not have
the full purchase amount upfront.

SSN
SSN (Social Security Number), a unique nine-digit identifier issued to US citizens,
permanent residents, and temporary residents with work authorization. It is used
primarily for tax purposes, but it's also employed for various financial and legal
transactions, including credit reporting.

Cosigner

The role of a cosigner on Carflys.com is to provide additional financial assurance to

lenders when a primary applicant’s creditworthiness is not sufficient to secure a loan on
their own. A cosigner is typically a person with a stronger credit profile, such as a family
member or close friend, who agrees to take on the legal responsibility of the loan if the
primary borrower fails to make payments.

Down Payment

The down payment on Carflys.com is a critical component of the car financing process,
significantly influencing various aspects of the loan and overall vehicle purchase. By
making a substantial down payment, buyers can improve their chances of loan approval,
as it reduces the lender's risk and demonstrates the buyer's financial commitment. A
larger down payment directly decreases the loan amount needed, resulting in lower
monthly payments and potentially better interest rates. It also allows for more favorable
loan terms, such as shorter repayment periods, which can reduce the total interest paid
over the life of the loan.

VSC (Vehicle Service Contract)

is an agreement that provides for the repair or replacement of various car parts and
systems after the manufacturer's warranty expires. Often referred to as an extended
warranty, it typically covers major components such as the engine, transmission, and
electrical systems, depending on the plan chosen.
Payment Frequency
Payment frequency refers to how often payments are made within a given period. This
can apply to various financial obligations such as loans, mortgages, insurance premiums,
and subscription services. Common payment frequencies include monthly, bi-weekly,
quarterly, and annually.
Title Fees
Title fees are charges associated with the processing and transfer of ownership of a
vehicle, property, or other assets. These fees are typically incurred during the sale or
purchase transaction and cover the administrative costs of legally registering the new
owner's title with the appropriate government agency.
Leads
Leads are potential customers or clients who have shown interest in a company's products
or services. In the context of sales and marketing, leads are typically gathered through
various channels such as online forms, social media interactions, trade shows, and
advertising campaigns. The process of converting leads into actual customers involves
nurturing them through targeted communication, offering relevant information, and
addressing their needs and questions.
Own Home Outright
Owning a home outright means that the homeowner has fully paid off any mortgage or
loans associated with the property and holds complete ownership without any outstanding
debt.
Leasing
Leasing a house is similar to renting but generally involves a longer-term commitment,
often ranging from one to several years. A lease agreement is a legal contract that
specifies the terms, conditions, and duration of the tenancy, providing both the landlord
and tenant with a more stable and predictable arrangement.

Monthly Rent/Mortgage

Monthly Rent: This would be the recurring payment amount that a tenant is expected to
pay for renting a property each month.

Mortgage: This refers to the monthly payment a homeowner makes to a lender, which
includes both principal and interest on a home loan.
Stipulations:
Stipulations in a credit application refer to the conditions that must be met for the
approval of the credit. These conditions can include providing Proof of Income, Proof of
Residence, Proof of Insurance, Driver’s License and References of 5 relatives or nearby
peoples to assess the applicant's creditworthiness.
Test Drive:
"Test Drive" is the process where a potential buyer takes a vehicle for a test drive to
evaluate its performance, handling, and comfort before making a purchase decision. The
system may track details such as the date and time of the test drive, the vehicle being
tested, the salesperson involved, and the feedback or outcome from the test drive. This
helps in managing and documenting the sales process efficiently.
GAP (Guaranteed Asset Protection:
GAP (Guaranteed Asset Protection) insurance in the context of a buyer order is designed
to cover the difference between the amount a buyer owes on their vehicle loan and the
car's actual cash value in the event of a total loss or theft. When a car is financed, the loan
balance may be higher than the car's depreciated value, especially early in the loan term.
GAP insurance protects the buyer from this potential financial shortfall, ensuring they are
not left owing money on a car they no longer have.
APR (Annual Percentage Rate):
APR (Annual Percentage Rate), which represents the yearly cost of borrowing money,
expressed as a percentage of the loan amount. It includes not only the interest rate but
also any additional fees or costs associated with the loan, providing a comprehensive
measure of the true cost of financing a vehicle. This helps buyers understand the total
expense of their loan over a year, making it easier to compare different financing options.
Sign and Test Drive
Sign and Drive test is a promotional event typically offered by car dealerships, where
potential buyers can test drive a vehicle with minimal hassle. This means that customers
can sign a few necessary forms and drive the car for a test period without the need for a
down payment, extensive paperwork, or immediate financial commitment.
MNT (Maintenance)
Maintenance (MNT) refers to the regular and routine upkeep of vehicles to ensure they
remain in optimal working condition. This can include tasks such as oil changes,
inspections, cleaning, repairs, and part replacements.
AP (Appearance Protection)
Appearance Protection provides coverage for the repair of minor dents and dings,
scratches, and damage to the interior of the vehicle.
Add-ons
Add-ons are additional features, products, or services that can be included with a primary
purchase to enhance its functionality, convenience, or value.
KEY (Key Replacement)

Key Replacement provides coverage for the replacement of lost, stolen, or damaged keys
and key fobs.

OTH (Other Aftermarket Product)

Other Aftermarket Products (OTH) refer to goods and accessories that are added to a
vehicle after it has been purchased from the original manufacturer. These products can
include a wide range of items such as custom wheels, performance parts, audio systems,
navigation devices, and cosmetic enhancements.
ETCH (Etch)
ETCH (Etch) refers to the process of permanently engraving a vehicle's identification
number (VIN) or other identifying marks onto its windows or other parts. This technique
is primarily used as a theft deterrent, as it makes the vehicle less attractive to thieves who
would need to replace the etched parts to resell the stolen vehicle
PDR (Paint less Dent Repair)
Paint less Dent Repair (PDR) is a technique used to remove dents and dings from the
body of a vehicle without the need for traditional bodywork or repainting.
LTW (Limited Warranty)
Limited Warranty (LTW) is a type of warranty provided by manufacturers or sellers that
covers specific defects or malfunctions of a product within a defined period after
purchase.
RHT (Tire & Wheel)
RHT (Tire & Wheel) refers to a type of protection plan or insurance typically offered for
vehicles, covering repair or replacement costs associated with damage to tires and
wheels.
THP (Theft Protection)
THP (Theft Protection) refers to a range of measures and products aimed at deterring
vehicle theft and aiding in the recovery of stolen vehicles. These may include anti-theft
devices such as alarms, immobilizers, GPS tracking systems, and VIN etching.
EWT (Extended Wear & Tear)
 EWT (Extended Wear & Tear) refers to a type of coverage or warranty extension offered
for leased vehicles, typically aimed at covering excessive wear and tear beyond what is
considered normal at the end of the lease term.

6. Admin Flow Diagram

 Note* If Diagram below looks blur, then I had provided link of this diagram in
References, can view it from drive
7. Dashboard
7.1 Dashboard

 Stats Cards

 Click on any card stats of total stats of users, orders, vehicles, payments,
complaints, reviews, accounts would appear

 Bar Charts

 Hover on any bar graph recent activities result would be seen

 Pie Chats

 Hover on any portion of pie chart recent activities result would be seen
7.2 User Management
 Add Users
 Step 1: Navigate to Dashboard click on User Management drop down select
2.1 Add Users

 Select User to Add

 Step 1: Select User Type
 Step 2: Enter Valid data in all fields, attach user picture
 Step 3: Click on Add button
  View Users
 Step 1: In Dashboard click on 2.2 View Users
 Step 2: In status section admin can change user status from active to block and
block to active, also can view, edit or delete user

7.3 User Dealership

 View All Dealership
 Step 1: In Dashboard click on 3. View Dealership
  Perform Action
 Step 2: In status section admin can change dealership status from active to block
and block to active, also can view, edit or delete dealership.

7.4 Vehicles
 Add Vehicle
 Step 1: In Dashboard click on 4. Vehicles
 Step 2: Click on 4.1 Add Vehicles
 Vehicle Info
 Select Dealership
 Step 1: Select Dealership for adding vehicle

 Enter Vehicle Info

 Step 2: Enter VIN number
 Step 3: Enter valid Retail price, cost price if any, enter Mileage
 Step 4: Click on Decode VIN button at end of VIN field, vehicle data would be
generated
  Step 5: Click on Next Step Button

 Vehicle Description
 Step 6: Select options or click Select all
 Add Images of Vehicle
 Step 7: Upload images of Vehicle to be displayed
 Step 8: Click Submit button
7.5 Website Management
 Step 1: In Dashboard click on 5. Website Management

 List on Website
 Step 2: click on List on Website toggle button to let vehicle list or not in inventory

 Modify Price

 Step 3: click on modify price toggle button to change or update price of vehicle
7.6 View Services
 View Services Record
 Step 1: In Dashboard click on 6. View Services

 View Services Actions

 Step 2: In status section admin can change services status from active to block
and block to active, also can view, delete services.
7.7 Warranty
 Add Warranty
 Step 1: In Dashboard click on 7. View Services then click on 7.1 Add
Warranty

 View Warranty
 Step 1: In status section admin can view, edit and delete warranty.
 Step 2: Admin can also add Warranty here
  Select Warranty
 Step 2: Select Warranty type from dropdown (Silver, Gold, Platinum)

7.8 Leads
 View leads
 Step 1: In Dashboard click on 8. Leads then click on 8.1 View Leads
 View Lead actions

 Step 2: In status section admin can change Lead status and Attitude, also can
view, delete Leads.

 Assign Leads
 Step 1: Click on View icon to see Lead person details
 Step 2: Click on Assign vehicle Icon
  Manage Vehicle
 Step: Click on Select Vehicle Field and select vehicle from dropdown to assign to
lead

7.9 Orders
 Orders List
 Step 1: In Dashboard click on 9. Orders
  Order Status
 Step: Admin can change or update order status further or may cancel

7.10 Lenders
7.11 Payments

 Payment List

 Payment Actions

 Print Receipt
  View Receipt

7.12 Accounting
 Add Revenue
  Add Revenue Form

 Select Vehicle

 View Revenue
 View Revenue List
 View Revenue Action

 Revenue Details
 Add Expense

 Select Dealership

 Select Expense Type

  Select Vehicle

 View Expense
  View Expense List

 View Expense Actions & Add Expense opt.

 View Profit Report

 View Profit Report List

 Select dates
  Download E-Statement

7.13 Chats
 Chats Section (Admin Side)

7.14 Reviews
 Add Reviews
 View Reviews

o View Review Action

7.15 Complaints
 Add Complaint

o Select Vehicle for complaint

 View Complaint

o Reply to Complaint

o Reply Here
7.16 Blogs
 Add Blogs

 Blogs Data
 View Blogs
 Actions and Status Change Options

 Update Blog
7.17 Settings

 Profile

 Password
  Verify Phone

7.18 Import Vehicles

 Vehicle Inventory Platform

  Select Dealership

8. References
[1] https://carflys-testing.vercel.app/
[2] https://drive.google.com/file/d/1De2E5Au1leV4yK9D6rX3PNWY88KwpDS8/view?usp=sharing