How do I deal with a part exchange that arrives early?

Summary

This article explains how to book a part exchange vehicle into stock if it arrives before the deal is complete.

More Information

If you decide to accept a part exchange into stock before the deal is complete you will need to purchase the part exchange and allocate the amount to the deal, in a similar manner to taking a deposit.

Removing a Part Exchange from the Sales Order

Go to " Systems Unit Sales Vehicle Sales Documents".

• Find the existing 'Order' and press [Edit].
• Click on the [Part Exchange] tab.
• Select the Part Exchange record and click [Remove].
  • If the Part Exchange has been assigned a Stock Number, when prompted, select {[Button|Keep}} to leave the Vehicle Record on your stock file.
• Click on the [Payments] tab.
• To the left of the list of payment centres will be a box containing a code e.g. 'Z900' - Cash.
• Click in the box and type 'Z970' - Part Exchange Contra.
• In the payment field to the right enter the amount you are allowing for the part exchange.
• Click on the [Print and Summary] tab and click [Print].
• [Accept] the printout or choose {[Buttn|Reprint}} if you want a copy for the customer and for your deal file.

Purchase the Part Exchange =

Go to " Systems Unit Sales Add or Edit Vehicles".

• If the Part Exchange had been assigned a Stock Number find the Vehicle Record.
• In the "Search on:", enter anything that you know about the vehicle e.g. vehicle model, registration number or any other criteria you may know about the vehicle.
• Click the [Search] button to list vehicles with that criteria.
• Click [Edit].
• Make sure

See also

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Keywords AND Misspellings

Part Exchange, Early, Deposit, Purchase Part Exchange, Remove Part Exchange

Tags

VS84,VS88