Reusable templates
Create and edit PDI templates, then add, configure and order the steps for the intended release process.
PDI & sales
Turn pre-delivery work into a controlled product workflow
Create reusable inspection templates, guide dealer teams through required steps and evidence, then keep the result connected to the product and its sale.
Explore PDI capabilitiesConfigurable templatesStep evidenceObsolescence checksSales hand-off
Product VF-2408-0172Template: Product Release v3.1
Step 6 of 8Functional check ยท photo required
5 steps completeNotes and timestamps retained
Implemented workflow
Structure the inspection without losing practical evidence
PDI is linked to the product, template, technician and dealer, with each step maintaining its own completion detail.
Guided steps
Move technicians through the ordered workflow while enforcing access to the next incomplete step.
Notes & photos
Require notes or photographic evidence where the step configuration calls for it, with completion times retained.
Obsolescence checks
Check the product and its component structure for obsolete items, then block or warn according to replacement severity.
Part replacement
Record replacement activity during inspection when a component must be changed before release.
Sales registration
Associate the completed product with purchase details and its customer to start the after-sales lifecycle.
How it flows
From a configured template to a registered sale
Configure
Define the template, step order, instructions and evidence requirements for a product type.
Start by product
Find the individual product by serial identifier and check for obsolete components before inspection.
Complete & evidence
Capture step status, notes, photos, technician and completion time as work progresses.
Finalise & sell
Close the required steps, retain the inspection summary and register the customer sale.