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And an update from @tslm3 today :)

#UsernameOrder Date ▼ModelExteriorInteriorVIN DateDelivery DateLocation
1​
MadFruit28/11/2021M3 LRBlackWhite28/06/20228 - 18 AugustMelbourne
2​
Breezy_19741/12/2021M3 LRWhiteBlack30/06/20228 - 18 AugustMelbourne
3​
o'leary2/12/2021M3 LR??28/06/2022
4​
Abraxas3/12/2021M3 LRWhiteBlack28/06/20229 - 19 AugustMelbourne
5​
ShireSparkles4/12/2021M3 LRWhiteBlack28/06/20228 - 18 AugustSydney
6​
Nouche4/12/2021M3 LR??28/06/202219 AugustBrisbane
7​
Brett J11/01/2022M3 RWDMidnight SilverBlack3/07/2022Adelaide
8​
Wombat_T13/01/2022M3 RWDWhiteWhite28/06/20229 - 19 AugustSydney
9​
mjs202215/01/2022M3 RWDWhiteBlack28/06/20229 - 19 AugustSydney
10​
m3melb16/01/2022M3 RWDBlackBlack28/06/2022
11​
tubbyx716/01/2022M3 RWDRedWhite28/06/2022
12​
MonsterRat17/01/2022M3 RWDWhiteWhite29/06/202213 - 21 AugustVictoria
13​
thegreenguy17/01/2022M3 RWDMidnight SilverWhite30/06/2022
14​
Exchief17/01/2022M3 RWDWhiteWhite28/06/202213 - 22 AugustBrisbane
15​
pygha17/01/2022M3 RWD7/07/2022WA
16​
baktoid18/01/2022M3 RWDBlueBlack30/06/20229 - 19 AugustBrisbane
17​
Magicjia18/01/2022M3 RWDWhiteBlack6/07/2022
18​
garylovesbeer20/01/2022M3 RWDWhiteBlack6/07/20228 - 22 AugustBrisbane
19​
tslm323/01/2022M3 RWDWhiteBlack9/07/202218 - 26 AugustSydney
Damn. With an OD 1/2 now I am obsessed with checking https://www.tesla.com/teslaaccount/oxp-bff-api/user-orders
 
I've seen video [unfortunately can't locate again] that shows VIN being attached to vehicle when fully assembled dash is installed. Maybe the VIN structure has already been predefined as Hoopyfrood described. But i think VIN allocation comes later. We know that they don't build to order, so maybe after vehicle leaves plant, maybe on board ship? I also think that the QC process [including road test etc] is done before allocation, else we could see VIN allocations revoked due to faults being [rarely] detected.
There is a visible VIN in the dash you can see through the front windscreen but there is also a VIN stamped into the floor of the bodywork earlier in the build process. The two numbers are married during assembly so there is some prior planning to the allocation before final internals. From the latest version of the M3 owners manual:

Screen Shot 2022-07-10 at 9.59.41 am.png
 
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was scarce on detail as to exactly where in the panel -> welding -> paint section that the VIN is assigned. It takes 12 hours for cars to dry/drip and hardly time on the guts injecting line. So they need an inventory built up at the paint shop rather than running end to end.

All that really matters is when Tesla assigns the VIN to a customer and communicates that (even if by hidden code).

Historically that's been when the vehicle was already on the water. In this quarter with the late June notifications it appears that it might be just after vehicles pass QC / leave the factory.

As for when the VIN is created, remember the VIN is stamped into the dash and floor parts, and also contains model codes and motor codes. And I suspect is also associated with LHD/RHD, exterior and leather colour.

The might create a batch of 10k VINs at a time - which then drivers the orders for say 7k black seats and 3k white seats at the sub production lines, 8k basic audio wiring looms, 2k premium etc.

And then schedule the production runs to produce it efficiently but also without building too much inventory of parts.
 
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