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Merchant Guides

What does this do for me?

These guides turn the implemented DealerOS screens into short dealership tasks.

Set up a dealership

Create the dealership workspace and work through signup and onboarding.

Complete onboarding

Work through the eight onboarding sections step by step.

Manage vehicle inventory

Add vehicles, update listing readiness, and attach supported media.

Publish a marketplace listing

Configure dealer settings, prepare an offer, and publish it.

Manage marketplace leads

Review inquiries, move them through the pipeline, and manage routing rules.

Manage billing and plans

View pricing, start a trial, and manage Stripe billing.

Manage organization and team

View tenant details, rooftops, and membership roles.

Manage provider connections

Enable provider entitlements, set fallback order, and check health.