Question
How to add a Part Exchange to a Customer Order?
Answer
If a customer has a Part Exchange to add to their New Vehicle Customer Order, this can be added in the Customer Order Creation or Amendment process.
Go to: Vehicles > Customer Orders > Create or Vehicles > Customer Orders > Amend. Enter the stock number of the New vehicle that the customer is purchasing and drill in.
In here fill out the Customer Order information as normal and then click the Part Exchange box:
The will then give a list of the customer's currently owned vehicles, or the option to 'Add Vehicle' to enter new details for the Part Exchange:
Double click on the vehicle and the screen will populate the details below:
You will need to select if the vehicle is qualifying or non qualifying, enter the estimated delivery date, purchase price, any finance settlement amounts and information and you are also able to select a Location, Vehicle Profile and a Purchased By user at this stage. Retail Price can also be entered.
Once the correct information has been completed on the Part Ex details, click Next. You will then need to save the Customer Order in the normal process and the Part Exchange will now exist in the system on Supplier Order status waiting to be brought into stock.