Deal-to-Delivery Control
Deal-to-Delivery Control to stop delivery-day surprises before the customer arrives.
Proteance gives your dealership one view of sold-vehicle readiness across funding, registration, PDI, detailing, accessories, and customer readiness, so blockers surface early, owners are clear, and promised deliveries stop slipping.
Built for dealer groups, General Managers, Sales Managers, Delivery Coordinators, F&I, registration/admin, PDI, detailing, parts, and accessories teams who need one shared view of sold-vehicle readiness.
This control layer is especially important where CRM and DMS delivery gaps are still unresolved. Use the CRM/DMS gap assessment to score current handoff visibility, then teams use DIBOP governed data exchange and operational intelligence to strengthen cross-system execution visibility.
This is not just a checklist. It is a live operating board for blockers, ownership, next actions, and promised delivery risk.
Powered by Proteance readiness control capabilities
Today Board
3 vehiclesStock A9842
Missing stips
Stock B1120
Plate ETA pending
Stock C4408
PDI/detail complete
A sold deal is not a ready delivery.
After the customer says yes, the real coordination starts. Stips still have to be cleared. Plates still have to be issued. PDI, detailing, accessories, and due-bill items still have to be completed. Proteance shows what is blocked, who owns it, and what must happen next before the vehicle can be delivered with confidence.
Control the work that decides whether a vehicle is ready for delivery.
Funding and stips
Track commercial blockers such as lender conditions, payment clearance, contracts in transit, missing documents, and funding risk.
Registration and plates
See plate, permit, insurance, registration, and admin readiness before the customer is due to arrive.
PDI, detail, and make-ready
Keep PDI, service, make-ready, detail, and final presentation work visible against the promised delivery time.
Accessories and promised items
Track promised accessories, we owe items, due-bill obligations, and fitment status before they become delivery-day surprises.
Customer-ready steps
Confirm appointment, insurance, customer dependencies, documents, feature walkthrough, and delivery readiness.
Ready-for-delivery decision
Give managers one place to see whether the sold vehicle is safe to release, at risk, or blocked.
Common blockers we surface early.
Most delivery-day surprises come from the same recurring blockers. Deal-to-Delivery Control makes them visible before they become customer-facing problems.
The daily board managers need to protect promised deliveries.
Today Board
| Vehicle | Promise time | Status | Blocker | Owner | Age | Next action |
|---|---|---|---|---|---|---|
| Stock A9842 — 2024 SUV | 2:00 PM today | Blocked | Missing stips | F&I | 1 day | Lender follow-up |
| Stock B1120 — 2025 Sedan | 4:30 PM today | At Risk | Plate ETA pending | Registration | 4 hrs | Confirm permit timing |
| Stock C4408 — 2024 Truck | 10:00 AM tomorrow | Ready | PDI and detail complete | Delivery Coordinator | — | Confirm customer arrival |
| Stock D7731 — 2025 EV | 1:00 PM tomorrow | At Risk | We owe — tint pending | Parts | 2 days | Confirm install slot |
Every blocker needs an owner and a next action.
Delivery risk usually hides between departments. Deal-to-Delivery Control makes the risk explicit: what is blocked, who owns it, how long it has been open, and what must happen next.
Funding blocker
OpenLender stip outstanding
Registration blocker
OpenPlate ETA pending
Vehicle blocker
OpenAccessory fitment incomplete
From deal agreed to ready for delivery.
Deal agreed
Delivery case created
Blockers surfaced
Owners assigned
Risk escalated
Ready-for-delivery decision
Customer delivery
Works with the systems you already have.
Proteance does not replace your DMS, CRM, title and registration tools, eContracting workflow, service system, parts system, or deal jacket. It sits above them to show readiness, blocker ownership, and promise-date risk in one operational view.
Connects to systems. Does not replace them.
Architecture overview
Built for the people accountable for promised deliveries.
General Manager
See which promised deliveries are safe, at risk, or blocked without waiting for verbal updates.
General Sales Manager
Intervene before blocked sold vehicles become customer-facing failures.
Group Operations Director
Compare delivery control and recurring blockers across rooftops.
Delivery Coordinator / Sales Admin
Run the daily delivery queue from one board instead of spreadsheets, calls, and messages.
F&I / Admin
Keep stips, funding, contracts in transit, documents, registration, and plates visible.
Service / PDI / Detail
Prioritize sold vehicles that must be ready against a real customer promise.
Parts / Accessories
Track promised items, accessory fitment, we owe commitments, and due-bill risk.
Resources
Learn more about dealership delivery readiness software
What dealership delivery software should track before handover
See the full tracking model for sold-vehicle readiness and handover exception control.
Read →
What general managers need to know before delivery day
Executive guidance for managing delivery-day risk and ownership discipline.
Read →
How to track stips, funding, PDI, detail, accessories, and customer readiness together
Operational blueprint for connecting all readiness dependencies into one control view.
Read →
Dealership Delivery Readiness Checklist
40 questions to confirm before the customer arrives — deal, funding, registration, PDI, accessories, customer steps, blocker ownership, and manager release.
Read →
Sold get-ready process for dealerships
How dealership teams manage sold get-ready across funding, registration, PDI, detailing, accessories, and customer readiness.
Read →
How to prevent delivery-day surprises at a dealership
Practical ways to surface blockers earlier across stips, plates, PDI, detail, accessories, and customer readiness.
Read →
PDI vs delivery readiness: why inspection is not the whole problem
PDI matters, but sold-vehicle delivery readiness also depends on funding, registration, accessories, and release decisions.
Read →
We owe and due bill tracking before vehicle delivery
How dealerships can track we owe and due-bill commitments so promised accessories do not surprise customers.
Read →
What a dealership delivery coordinator needs to see every day
The daily board a delivery coordinator needs: ready, at-risk, and blocked vehicles, blocker owners, and next action.
Read →
Common questions
Frequently asked questions
What is deal-to-delivery control?
Deal-to-delivery control is the process of tracking sold-vehicle readiness across all required workstreams — funding and stips, registration and plates, PDI and make-ready, accessories and due-bill items, customer-ready steps, and the ready-for-delivery decision — from the moment a deal is agreed to confirmed delivery.
What is a sold get-ready process at a dealership?
The sold get-ready process covers all the steps required to move a sold vehicle from deal-agreed to confirmed-ready-for-delivery. It includes clearing lender stips, processing registration and plates, completing PDI and detail, fitting accessories and we owe items, confirming customer-ready steps, and making the formal ready-for-delivery decision.
What causes delivery-day surprises at a car dealership?
Delivery-day surprises are almost always blockers that existed earlier in the process but were not visible to management in time to act. Common causes include missing stips, plate or registration delays, PDI or detail not completed, accessories not fitted, we owe items not tracked, and customer confirmation not reconfirmed close to delivery.
How do dealerships track delivery blockers?
Most dealerships currently track delivery blockers through spreadsheets, group chats, and verbal updates across departments. Deal-to-delivery control software replaces this with a single operational board that shows every sold vehicle, every open blocker, who owns it, and what must happen next — updated across all delivery workstreams.
What is a stip in car dealership F&I?
A stip — short for stipulation — is a condition placed by a lender on the approval of a finance deal. Common stips include proof of income, proof of insurance, employment verification, or a corrected contract page. Until all stips are cleared and submitted to the lender, the deal is not commercially complete and the vehicle should not be released.
Built for secure, governed, and privacy-conscious operations.
Proteance products are designed with privacy, cybersecurity, and governance in mind from the outset, helping organizations protect information, manage access appropriately, and support responsible data handling in line with Canadian expectations.
Visit our Trust CentreControlled access and role-based permissions
Auditability and accountable workflows
Governed handling of operational data
Support for responsible information management
Get started
Protect your next delivery day before it starts.
Request a Briefing and see how Deal-to-Delivery Control can help your dealership surface blockers earlier, assign ownership clearly, and protect promised deliveries.