Repo Tracking Demo
This rebuild restores expanded menu options, fixes dead navigation/buttons, keeps Case Detail editable, and auto-decodes VIN details on import.
Total Cases
0
LPR Only, Open, Pending
Open Cases
0
Repo Status = Open
Pending Cases
0
Repo Status = Pending
Sold At Auction
0
Auction sold
Saved Mappings
0
Import templates
Recent Cases
| LOAN ID | STORE | CUSTOMER | VEHICLE | AUCTION | ADDRESS | PHONE # | STOCK # | LEGAL SALE DATE | RESERVE AMOUNT | TITLE STATUS | AUCTION STATUS | ACTION |
|---|
Repo Cases
All imported or manually edited rows appear here.
| Loan ID | Store | Customer | VIN | VIN Decoded | Status | Action |
|---|
Case Detail
Open a case from Repo Cases.
Case Overview
Valuation & Fees
Case Uploads
Repo Fee Invoice
Storage Fee Invoice
Other Fee Invoice
15 Day Sale Letter
| Type | File | Saved | Action |
|---|
Assign To Auction
Any case with Repo Status of 15 DAY HOLD.
| Loan ID | Store | Customer | Vehicle | Repo Date | Repo Company | Status | Auction Status | Action |
|---|
Imports
Map fields, save mappings, choose duplicate fields, import rows, and auto-decode VINs.
1) Load Import File
This offline single-file build fully supports CSV / TXT / TSV. Excel workbook files can be selected, but for reliable import please save the sheet as CSV first.
2) Saved Mapping Templates
Saved mappings keep your field map and duplicate fields.
3) File Columns Found
Load a file first.
4) Database Fields
These are the fields available to map into the repo case table.
5) Field Mapping
5B) Current Mapping Summary
No fields mapped yet.
6) Duplicate Matching Fields
Choose one or more mapped database fields. If a duplicate is found, mapped fields replace the database values. If not, a new row is inserted.
7) Save Mapping
8) Preview and Apply
VIN decoding runs automatically for imported VINs and fills the decoded VIN summary field. If Vehicle is blank, the decoded year / make / model will fill it.
Rows in File
0
Rows to Update
0
Rows to Insert
0
9) Preview Results
| Action | Match Key | Database Record | Imported Data |
|---|---|---|---|
| Preview will show here. | |||
10) Import History
| Date / Time | Import Name | Rows | Updated | Inserted | Duplicate Fields |
|---|
Menu restored. KPI content shell is present in this rebuild.
At Auction / Not Sold
Shows all accounts where Repo Status is ASSIGNED TO AUCTION.
| Loan ID | Store | Customer | Vehicle | VIN | Auction | Address | Phone # | Stock # | Auction Scheduled Sale Date | Legal Sale Date | Reserve Amount | Title Status | Auction Status | Action |
|---|
Auction Sales
Shows cases where Repo Status is SOLD - PAYMENT RECEIVED, WAITING TO CUT SELLER CHECK, or WAITING FOR SELLER PAYMENT.
| Loan ID | Store | Customer | Vehicle | Auction | Sale Date | Sale Amount | Auction Fees | Total Sale After Fees | Stock # | Action |
|---|
Menu restored. KPI content shell is present in this rebuild.
Menu restored. KPI content shell is present in this rebuild.
Invoices / Batch Payments
Create payment batches from case fees.
Select Items To Batch
Batch Summary
Select items to see totals.
Available Fee Items
| Select | Loan ID | Customer | Payment Type | Invoice # | Amount | Vendor |
|---|
Created Batches
| Date / Time | Batch Name | Vendor | Payment Method | Invoice #s Paid | Items | Total |
|---|
Payment Approval Drafts
Create Outlook-compatible draft files for invoice approval emails.
This build creates an Outlook draft file (.eml) with the case data filled in and the invoice attached. Your browser will download the draft, and you can open it in Outlook.
Use the buttons in Case Uploads to create the payment approval draft for each invoice type.
Menu restored. Forms / Documents shell is present in this rebuild.
Settings
Manage storage locations and auction dropdown options.
Settings
Manage Storage Locations used by the Current Vehicle Location dropdown.
Add / Edit Storage Location
How It Appears In Case Detail
Current Vehicle Location dropdown will use the company name, and the case will fill these separate fields automatically:
Company Name selected in dropdown
Storage Phone # auto-filled
Storage Address auto-filled
Storage Email auto-filled
Storage Phone # auto-filled
Storage Address auto-filled
Storage Email auto-filled
Storage Locations
| Company | Phone | Address | Action |
|---|
Auction Locations
Auction Location List
| Auction Name | Address | Phone # | Action |
|---|
Repo Vendors
Repo Vendor List
| Vendor Name | Address | Phone # | Action |
|---|
Repo Status Options
Repo Status Option List
| Status Option | Action |
|---|
Auction Status Options
Auction Status Option List
| Auction Status Option | Action |
|---|
Danger Zone
This will permanently remove all cases, vendors, auctions, status options, imports, and saved settings from this file.
Assign Case To Auction
Complete the auction assignment.