Settings

MV

System Customization

Module & workflow configuration

PineX Operating System

Configure which modules, roles, and workflows are active for your organization. PineX adapts to your business structure.

Module Toggles

Active business modules

Vehicle Stock
Deal Flow
Deal Files
F&I Finance
Workshop Queue
Handover Control
Trade-ins
Payroll visibility
VAT workflow
Compliance tracking

Role Configuration

Access control layers

Dealer Principal

Full business visibility

Sales Executive

Own leads and deals only

Admin

Data entry and support

Finance Manager

Finance workflow only

Workshop Manager

Recon board only

Used Vehicle Manager

Stock pricing only

Workflow Customization

Deal flow pipeline stages

New Lead Contacted Interested Test Drive Booked Negotiation Finance Review Approved Sold Lost

This configuration demonstrates PineX's ability to adapt to different business structures and industries. In production, these would be fully customizable per branch.