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Automotive accessory quotation, order and payment management

Updated August 13, 2026 · Product claims separated by implementation status

An accessory quotation is only useful when the product, fitment context, price decision, stock position and payment follow-up stay connected.

AionCRM can link the commercial records now. Your vehicle catalogue and dealer pricing rules are configured and acceptance-tested with real examples during implementation.

Plan a 30-day implementationSee the anonymised implementation

Direct answer

Use one traceable workflow from qualified enquiry to quotation, WhatsApp delivery, order, inventory movement, payment and overdue follow-up. Product, stock, quote, order and payment records are available now; fitment validation and automatic dealer-tier selection are rollout-specific configuration.

The operating workflow

Follow one record across the process instead of evaluating isolated feature screens.

  1. 1

    Select

    Choose the requested accessory and confirm stock context.

  2. 2

    Validate

    Check vehicle fitment through the configured catalogue process.

  3. 3

    Price

    Apply the approved dealer or customer price decision.

  4. 4

    Quote

    Create the quotation and share its document link on WhatsApp.

  5. 5

    Order

    Convert the accepted commercial record into fulfilment.

  6. 6

    Collect

    Track payment status, balance and overdue follow-up.

Capability and implementation status

“Available now” identifies a current platform capability. “Configuration required” means it must be mapped to your process. “Pilot scope” is not accepted until the agreed test passes.

Quotes with product and inventory context

Available now

Salespeople can prepare quotes against product and inventory records, preserve the commercial history and share the generated document through WhatsApp.

  • Product line items and quantities
  • Stock visibility during the sales process
  • Quotation document and status history
  • WhatsApp delivery without a separate email thread

Order, payment and overdue visibility

Available now

The accepted sale can remain connected to order, inventory and payment records, giving the commercial team a shared view of what is pending and what needs follow-up.

  • Order and fulfilment status
  • Payment and remaining balance context
  • Overdue follow-up queues and reports
  • Salesperson and product reporting

Fitment catalogue and dealer price tiers

Pilot scope

Vehicle compatibility and channel pricing differ by business. The pilot should load a representative catalogue slice and prove the make-model-variant-to-SKU rule plus the dealer-tier approval path before rollout.

  • Vehicle year, make, model and variant fields
  • Compatible and excluded SKU rules
  • Dealer tier, exception discount and approver
  • Currency and tax configuration for each market
Paid pilot

What the 30-day implementation must prove

Use your own catalogue, channels and approval rules. Completion means the acceptance tests pass—not that a sample dashboard looked convincing.

  1. 1Load a representative set of products, stock and fitment records.
  2. 2Test compatible, incompatible and ambiguous vehicle requests.
  3. 3Generate quotations for each agreed dealer price tier and exception path.
  4. 4Send the quote through the pilot WhatsApp number and verify the recipient view.
  5. 5Complete order, inventory, part-payment, full-payment and overdue scenarios.

Frequently asked questions

Can quotations be sent on WhatsApp?
AionCRM supports creating a quotation document and sharing its link through WhatsApp. The pilot verifies the approved template, sender number, recipient experience and delivery records.
Does AionCRM automatically choose dealer pricing?
Dealer-specific pricing depends on the company’s price lists and approval policy. It is a configured rollout requirement and should not be treated as complete until tier and exception tests pass.
Can we track overdue dealer payments?
Payment status and overdue reporting can be kept with the commercial workflow. The pilot should confirm balance logic, part payments, ownership and the exact follow-up report your finance and sales teams need.

Related workflows

Automotive accessory CRM

See the complete enquiry-to-warranty operating model.

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CRM with inventory management

Review the broader inventory-connected CRM workflow.

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CRM with quotes and invoicing

Review AionCRM’s broader quotation workflow.

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Test your enquiry-to-warranty process

Start with one team, one WhatsApp number and written acceptance tests. Expand only after your own workflow passes.

Plan the paid pilot