Dealership Delivery Readiness Checklist

• 1Has the deal been approved by management with all pricing, discounts, and adjustments finalised?
• 2Is the trade-in appraised, accepted, and cleared for turn-in or disposition?
• 3Is it confirmed whether the customer is taking the vehicle by cash, finance, or lease, and are all deal terms agreed?
• 4Are all customer commitments — accessories, deferred items, special arrangements — recorded in writing on the deal?
• 5Are there any outstanding deal conditions, such as a pending manager approval or unresolved pricing dispute?

• 6Has the lender approved the finance deal without conditions?
• 7Have all lender stipulations been received, actioned, and submitted?
• 8Has the signed contract been submitted to the lender?
• 9If the vehicle is on a contract in transit, has the risk been acknowledged and is the deal on track to fund?
• 10Is funding confirmed — or if not yet confirmed, is the expected funding date known and acceptable relative to the promised delivery time?

• 11Has the vehicle registration application been submitted to the appropriate authority?
• 12Are plates ordered, confirmed in transit, or confirmed as ready at the dealership?
• 13Has the customer provided proof of insurance acceptable for registration?
• 14Is the ownership transfer, licensing paperwork, and permit complete and ready for handover?
• 15Are there any compliance blockers — such as an outstanding lien, missing safety certificate, or incomplete UVIP — that have not been resolved?

• 16Has PDI been completed and signed off by service?
• 17Are there any open mechanical issues or deferred service items that must be resolved before delivery?
• 18Has the vehicle completed a full detail and passed a final presentation inspection?
• 19Is the vehicle fuelled (or fully charged for EVs) and ready for delivery?
• 20Is the vehicle on-site, located correctly, and accessible for handover at the confirmed time?

• 21Have all accessories promised at point of sale been ordered and received by the dealership?
• 22Are all accessories fitted, installed, and ready — or is there a confirmed installation appointment within an acceptable timeframe?
• 23Is there a we owe or due-bill item on this deal, and has it been formally documented?
• 24Does every outstanding accessory or promised item have a clear owner, a current status, and an expected completion date relative to the promise time?
• 25Has the customer been informed in advance of any we owe or due-bill item that will not be complete at the time of delivery?

• 26Has the delivery appointment been confirmed with the customer within 24 hours of the scheduled time?
• 27Does the customer have all documents required for delivery, including identification, insurance, and any outstanding deal paperwork?
• 28Is the customer's payment or financing arrangement confirmed, including any balance due at delivery?
• 29Has the customer been briefed on any deferred items, due bills, or post-delivery follow-up steps?
• 30Is a delivery specialist, sales consultant, or coordinator confirmed and prepared to conduct the handover?

• 31Are all known blockers on this delivery formally recorded with a named owner?
• 32Does every open blocker have a confirmed next action and a deadline relative to the promise time?
• 33Are there any blockers more than 24 hours old that remain unresolved on a vehicle due to deliver within 48 hours?
• 34Has the relevant manager been informed of any blocker that puts the delivery time at risk?
• 35Can the delivery coordinator or manager see the full readiness picture for this vehicle without making phone calls or checking multiple systems?

• 36Has a manager reviewed and formally approved this vehicle for release to the customer?
• 37Is there a record of the release decision, including any exceptions or conditions noted at the time?
• 38If any readiness conditions were waived for delivery, has the customer been informed and is the risk documented?
• 39Is there a confirmed customer follow-up touchpoint scheduled within 48 to 72 hours of delivery?
• 40Is there a process to capture any post-delivery issue reported by the customer and route it to the appropriate department?

How to use this checklist

This checklist is most effective when used proactively rather than reactively. Use it as a structured review against each sold vehicle in the upcoming delivery queue, not as a post-mortem when something has already failed.

• Review it at the start of each day for vehicles due to deliver in the next 72 hours.
• Assign a named owner to every incomplete item — unowned blockers do not get resolved.
• Treat vehicle readiness and commercial/admin/customer readiness as separate workstreams that must all converge before delivery.
• Escalate any blocker that threatens the promised delivery time before it becomes critical.
• Do not treat "PDI complete" as "delivery ready" — PDI is necessary but not sufficient.
• Keep a record of release decisions and any exceptions made at the time of delivery.

Where Deal-to-Delivery Control fits

A checklist helps define what should be true before delivery. Deal-to-Delivery Control helps dealership teams manage that work every day by showing readiness status, blockers, owners, next actions, aging issues, and promised delivery risk in one operating view — without spreadsheets, group chats, or manual department chasing.