📝 How to Add a VAT Qualifying Part Exchange to a Customer Order?

Question

How to Add a VAT Qualifying Part Exchange to a Customer Order?

Answer

To add a VAT Qualifying Part Exchange go to Vehicles > Customer Orders > Create and search for the sale vehicle and drill in.

In here, add the customer information for the customer buying the sale vehicle, which should have the part exchange vehicle attached.

Once the customer has been added, you will need to enter a Tax Number on the Customer Order screen, in the Additional Customer Information box:

Once entered, click the Part Exchange box and a new window will open.

Please Note: if you do not complete the Tax Number field and attempt to add a Qualifying Part Exchange using the below steps, the following message will appear:

To continue adding the Qualifying Part Exchange:

Double click the Current Vehicle of the customer's that is to be used for Part Exchange:

Select Qualifying Vehicle = Yes

Then enter an Order Number, Estimated Delivery Date, Purchase Price, Tax Value, Location and Vehicle Profile. Settlement can also be entered for any Finance Settlement.

Click Next

Now complete the rest of the customer order as required, and click Next. The Qualifying Part Exchange has now been added.