How do I add multiple part exchange units?

Summary

This article will explain how to add multiple part exchange vehicles to a Vehicle Sales Document.

More Information

In order to add multiple part exchanges to a Unit Sales Document you will need to create a document. Please click here for more details.

Once you have created the vehicle sales order and are ready to add multiple part exchanges, go to " Unit Sales Unit Sales Documents".

• Highlight the Unit Sales Document to which you wish to add the part exchanges.
• Press <F5> or click the [Edit] button.
• Click on the [Part exchange] tab.
  1. Press <F6> or click the [Add] button.
  2. Depending whether it is a Stock or a Non Stock vehicle, click the relevant button.
  3. If a vehicle stock number is not automatically created, press <F2>.
     • Fill out as much information about the part exchange as you know or fill in the registration number and use the [Lookup] button.
     • Make sure that there is an estimated (conditional to checks) "Purchase amount:" filled in on the [Purchase] tab.
     • Press <Esc> or click [Done] and click [Accept].

This will add the part exchange to the document.

• Repeat the steps above to add multiple part exchange vehicles.
• Once all the part exchanges have been added click on the [Print and summary] tab.
• Click [Print] to produce an updated Unit Sales document and click [Accept] button to save the changes.

See also

• Selling a unit
• Part Exchanges
• What do the tick boxes do on unit lookups?
• Creating a used unit

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