How do I add multiple part exchange units?

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Summary

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

More Information

In order to add multiple part exchanges to a Unit Sales Order you will need to create a sales order. Please click HERE for more details.

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

  • Highlight the Unit Sales order that you wish to add the part exchanges to.
  • 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 or 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


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Keywords AND Misspellings
Add, Multiple, Many, Few, More, Than, 1, One, Part, Exchange, Exchanges, Part Excahnges, Vehicles, Motorcycles, Cars, Caravans, Motor, Homes, Motorhomes, Sales, Order, Invoice, Document

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