Automotive · Management
Floorplan Reports
A report tracking a dealership's inventory financed through a floorplan credit line, showing what is owed on each vehicle.
What it usually contains
- Vehicle-by-vehicle list of units on the credit line with amounts owed
- Days in inventory or aging for each unit
- Interest and curtailment amounts due
- Credit line limit, amount drawn, and remaining availability
- Payoffs and new advances since the last report
What the assistant uses it for
Use it to answer how much of the inventory is financed, which units are aging past their curtailment dates, what floorplan interest is costing per month, and how much borrowing room is left on the line.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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