Rutba Office
Download

Data Files samples / Used car dealer

Copperbeech Motors

Stock, preparation costs, test drives, sales, finance, warranties and part-exchanges for a used car dealer.

Download 275 KB16 tables, 15 queries, 10 reports, 5 print templates and 10,554 invented records, dated back from 2026-10-22.

How the tables are related

A line runs from a field that points at another table's record to that table. Data Files keeps a record from pointing at one that is not there, and a query with both tables joins them by it.

Vehicles.Supplier points at SuppliersVehicle Features.Vehicle points at VehiclesPreparation.Vehicle points at VehiclesTest Drives.Vehicle points at VehiclesTest Drives.Customer points at CustomersTest Drives.Staff points at StaffSales.Vehicle points at VehiclesSales.Customer points at CustomersSales.Salesperson points at StaffSale Lines.Sale points at SalesFinance Agreements.Sale points at SalesFinance Agreements.Lender points at LendersWarranties.Sale points at SalesWarranties.Plan points at Warranty PlansPart Exchanges.Customer points at CustomersPart Exchanges.Valued By points at StaffPart Exchanges.Sale points at SalesPart Exchanges.Taken In points at VehiclesStart HereBusinessStaffSuppliersCustomersVehiclesVehicle FeaturesPreparationTest DrivesSalesSale LinesLendersFinance AgreementsWarranty PlansWarrantiesPart Exchanges
  • Vehicles.Supplier points at Suppliers
  • Vehicle Features.Vehicle points at Vehicles
  • Preparation.Vehicle points at Vehicles
  • Test Drives.Vehicle points at Vehicles
  • Test Drives.Customer points at Customers
  • Test Drives.Staff points at Staff
  • Sales.Vehicle points at Vehicles
  • Sales.Customer points at Customers
  • Sales.Salesperson points at Staff
  • Sale Lines.Sale points at Sales
  • Finance Agreements.Sale points at Sales
  • Finance Agreements.Lender points at Lenders
  • Warranties.Sale points at Sales
  • Warranties.Plan points at Warranty Plans
  • Part Exchanges.Customer points at Customers
  • Part Exchanges.Valued By points at Staff
  • Part Exchanges.Sale points at Sales
  • Part Exchanges.Taken In points at Vehicles

Start Here

The guide to this database: the everyday tasks a step at a time, each step saying which table, form, query, report or print template to open. Open its report, Start Here, to read or print it. Delete the table when you no longer need it; nothing else uses it. (33 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
OrderWhole numberThe order the steps are read in.
TaskShort text, requiredThe everyday task the step belongs to.
StepWhole numberThe step's number within its task.
What To DoLong textWhat to open and what to do there.

Business

The business's own details, in one record. Every document it prints, an invoice, a receipt, a statement or a letter, takes its name, address and payment details from here, so they are changed in one place. (1 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
NameShort text, requiredThe name printed at the top of every document.
AddressShort textThe street address.
CityShort textThe town or city.
PostcodeShort textThe postcode or ZIP code.
CountryShort textThe country.
PhoneShort textThe phone number customers call.
E-mailShort textThe address customers write to.
WebsiteShort textThe website, if there is one.
Tax NumberShort textThe VAT or sales tax registration number, printed on invoices. The sample has a placeholder.
Company NumberShort textThe registered company number, where the business is a company. The sample has a placeholder.
Bank DetailsShort textWhere customers pay by transfer: the bank, account name and number. The sample has a placeholder.
Payment TermsShort textThe words printed under an invoice's total, such as "Payment within 30 days".
Tax RateNumberThe usual rate of VAT or sales tax as a fraction: 0.2 is twenty percent. Lines may carry a rate of their own.
CurrencyShort textThe currency the business trades in, as its three-letter code.
Document FooterLong textA line or two at the foot of every document: thanks, opening hours, returns policy.

Staff

The people who work at the dealer: sales, workshop, valeting and the office. (7 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
First NameShort textTheir first name.
Last NameShort text, requiredTheir family name.
RoleShort textTheir job, such as Sales Executive or Workshop Technician.
PhoneShort textTheir work phone.
E-mailShort textTheir work e-mail address.
StartedDateThe day they joined.
SellsYes/NoTicked for those who sell cars and take test drives, so they appear in the sales queries.

Suppliers

Where cars are bought: the auctions and the trade sellers. Part-exchanges come from customers and have no supplier. (5 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
NameShort text, requiredThe auction or trade seller's name.
KindShort textAuction or Trade.
AddressShort textThe street address.
CityShort textThe town or city.
PostcodeShort textThe postcode.
PhoneShort textTheir phone number.
E-mailShort textWhere invoices and queries go.
Account NoShort textYour account or buyer number with them.

Customers

Everyone who has test driven, bought or had a car valued, one record each. (1,527 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
First NameShort textTheir first name.
Last NameShort text, requiredTheir family name.
AddressShort textThe street address, printed on the invoice and agreement.
CityShort textThe town.
PostcodeShort textThe postcode.
PhoneShort textThe number to call them on.
E-mailShort textTheir e-mail address.
Heard Of UsShort textHow they found you: Website, Walk-in, Recommended or Returning customer.
AddedDateThe day they were first entered.
Marketing ConsentYes/NoTicked when they have agreed to hear about offers and warranty renewals.

Vehicles

Every car the dealer has bought, one record each, in stock or sold. (489 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
RegistrationShort text, required, uniqueThe number plate. Each is used once. The sample's begin ZZ, which is never issued.
Stock NoShort text, uniqueYour own stock number, given in the order cars are bought: STK-1042.
MakeShort textThe maker. The sample's are invented.
ModelShort textThe model, engine and trim, as it is advertised.
BodyShort textHatchback, Estate, Saloon, SUV or MPV.
YearWhole numberThe year it was first registered.
First RegisteredDateThe day it was first registered, from the registration document.
ColourShort textIts colour.
FuelShort textPetrol, Diesel, Hybrid or Electric.
TransmissionShort textManual or Automatic.
DoorsWhole numberHow many doors.
MileageWhole numberThe mileage when it came in; for a sold car, when it left.
OwnersWhole numberHow many keepers it has had before you.
Service HistoryShort textFull, Part or None.
MOT ExpiryDateWhen its MOT certificate runs out.
KeysWhole numberHow many keys came with it.
SourceShort textAuction, Trade or Part-exchange.
SupplierPoints at SuppliersThe auction or trade seller it was bought from; empty for a part-exchange.
Bought OnDateThe day it was bought or taken in. Days in stock are counted from here.
Purchase PriceCurrencyWhat was paid for it, or the allowance given for a part-exchange.
Buying FeeCurrencyThe auction's buyer's fee, nought for other cars.
Prep CostCurrencyWhat preparing it has cost: its jobs in Preparation added up. Add each job's cost here when you enter it; the query Preparation by vehicle checks the two agree.
First Asking PriceCurrencyThe price it first went on sale at.
Asking PriceCurrencyThe price on its window card now, lower than the first when it has been reduced.
VAT QualifyingYes/NoTicked for a car bought with VAT shown (usually from a business or a lease company), sold with VAT shown. Others are sold under the margin scheme.
StatusShort textIn preparation, For sale, Reserved (a deposit taken) or Sold.
NotesLong textAnything worth remembering about it.

Vehicle Features

The features listed on a car's window card and advert, one record each. (2,993 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
VehiclePoints at Vehicles, requiredThe car.
FeatureShort text, requiredOne feature, such as Rear parking sensors.

Preparation

Every job done to get a car ready for sale, with what it cost. (1,422 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
VehiclePoints at Vehicles, requiredThe car the work was done on.
Done OnDateThe day it was done.
KindShort textValet, Service, MOT, Repair, Tyres or Bodywork.
DescriptionShort textWhat was done.
Done ByShort textIn house, or the garage that did it.
CostCurrencyWhat it cost, before any VAT you reclaim.

Test Drives

Every test drive, taken or booked, and how it ended. (1,569 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
VehiclePoints at Vehicles, requiredThe car driven.
CustomerPoints at Customers, requiredWho drove it.
StaffPoints at StaffWho went out with them.
WhenDate and timeThe day and time.
OutcomeShort textBooked (not taken yet), Bought, Thinking it over, Not for them or Bought elsewhere.
NotesShort textWhat the customer said, for the follow-up call.

Sales

Every car sold or reserved: the order, and the invoice when it is handed over. (471 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
Order NoShort text, uniqueThe order's number, given when the deal is agreed: ORD-2026-0042.
Invoice NoShort text, uniqueThe invoice's number, given at handover in date order: INV-2026-0042. Empty while the car is reserved.
VehiclePoints at Vehicles, requiredThe car sold.
CustomerPoints at Customers, requiredWho bought it.
SalespersonPoints at StaffWho sold it.
Agreed OnDateThe day the deal was agreed and the deposit taken.
HandoverDateThe day the car is collected, or is to be.
PriceCurrencyThe agreed price of the car itself, after any discount.
TotalCurrencyEverything on the sale: the car, the warranty and any extras, VAT included. The sale's lines add up to it.
VATCurrencyThe VAT within the total that the invoice shows: on the extras, and on the car itself only when it is VAT qualifying.
VAT SchemeShort textMargin scheme or VAT qualifying, printed on the invoice.
Part-Ex AllowanceCurrencyWhat is allowed for the customer's car taken in part-exchange.
DepositCurrencyThe deposit paid when the deal was agreed.
Finance AmountCurrencyWhat the lender pays, when part is paid by finance.
BalanceCurrencyWhat the customer pays at handover: the total less the part-exchange, the deposit and the finance.
StatusShort textReserved (agreed, not handed over), Completed or Cancelled.
NotesShort textAnything to remember, such as why a sale was cancelled and when the deposit went back.

Sale Lines

What is on each sale: the car, the warranty and any extras, each with its price. (1,112 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
SalePoints at Sales, requiredThe sale the line belongs to.
LineWhole numberThe order the lines print in: the car first.
KindShort textVehicle, Warranty or Extra.
DescriptionShort textThe words printed on the invoice.
AmountCurrencyIts price, VAT included.
Tax RateNumberThe VAT within it, as a fraction: 0.2 for extras and a VAT-qualifying car, 0 for a margin-scheme car and for a warranty, which is exempt.

Lenders

The finance companies the dealer introduces customers to. The sample's are invented. (2 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
NameShort text, requiredThe lender's name.
AddressShort textTheir address.
PhoneShort textThe dealer support line.
E-mailShort textWhere proposals go.
Commission RateNumberWhat they pay the dealer, as a fraction of the amount financed: 0.04 is four percent.
Typical APRNumberThe rate they usually lend at, in percent.

Finance Agreements

Each sale paid partly by finance: the lender, the terms and the commission earned. (187 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
SalePoints at Sales, requiredThe sale it pays for.
LenderPoints at Lenders, requiredThe lender.
ReferenceShort textThe lender's reference for the proposal.
KindShort textHire purchase, or Personal contract purchase with a final payment.
Amount FinancedCurrencyWhat the lender pays the dealer.
Term MonthsWhole numberHow many monthly payments.
APRNumberThe rate, in percent.
Monthly PaymentCurrencyWhat the customer pays each month.
Final PaymentCurrencyThe optional last payment of a personal contract purchase; nought for hire purchase.
CommissionCurrencyWhat the lender pays the dealer for the introduction.
StatusShort textApproved (car not handed over yet), Paid out or Cancelled.
Paid Out OnDateThe day the lender paid the dealer.

Warranty Plans

The warranties offered: three months included with every car, and longer plans to buy. (4 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
NameShort text, required, uniqueThe plan's name. Each is used once.
MonthsWhole numberHow long it lasts.
Claim LimitCurrencyThe most paid on any one claim.
PriceCurrencyWhat the customer pays; nought for the one included.
CostCurrencyWhat the dealer pays the administrator for it.
Administered ByShort textWho handles claims. The sample's administrator is invented.
CoverLong textWhat it covers, in words, printed on the certificate.

Warranties

The warranty each car left with, and when it runs out. (448 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
Certificate NoShort text, uniqueThe certificate's number, given at handover: WAR-2026-0042.
SalePoints at Sales, requiredThe sale it came with.
PlanPoints at Warranty Plans, requiredThe plan.
StartsDateThe day it starts, the handover.
EndsDateThe day it runs out.
Mileage at StartWhole numberThe mileage at handover.
PriceCurrencyWhat the customer paid for it.
CostCurrencyWhat it cost the dealer.

Part Exchanges

Every valuation of a customer's car, taken in or not. (284 records in the sample.)

FieldTypeWhat it holds
IDAutoNumberThe number Data Files gives each record. Other tables point at a record by it.
NumberShort text, uniqueThe valuation's number, printed on the letter: PX-2026-0042.
CustomerPoints at Customers, requiredWhose car it is.
Valued ByPoints at StaffWho valued it.
Valued OnDateThe day it was looked at.
RegistrationShort textIts number plate.
MakeShort textIts maker.
ModelShort textIts model.
YearWhole numberThe year it was first registered.
MileageWhole numberThe mileage when valued.
ColourShort textIts colour.
FuelShort textIts fuel.
ConditionShort textGood, Fair or Poor, as it was found.
NotesShort textWhat was noted on the inspection, printed in the letter.
Guide ValueCurrencyWhat the trade price guide gives for it.
OfferedCurrencyThe allowance offered.
Valid UntilDateThe last day the offer stands.
OutcomeShort textOpen, Accepted, Declined, Expired or Withdrawn.
SalePoints at SalesThe sale it was part-exchanged against, when it was.
Taken InPoints at VehiclesIts record in Vehicles once it has come into stock.

One family

The rest of Rutba

One account across all of it. Sign in once and the products know each other.

OFFICE-SAMPLES-DETAIL · f7e1198