The Vehicle Stock Book for Accountants - Flipbook - Page 100
Creating a Trade-In
Refer to the process –
06.006.01 L1 Searching for
& Opening a Previously
Created Vehicle Record
Open the 8main9
vehicle stock record
Is the vehicle record
attached to a CRM
customer?
NO
Refer to the process
06.001.03 L1
Reserving a Vehicle
for a Customer
YES
Select Create Trade-in
on Finance Details tab
Complete the
Definition tab
Select the Vat status
of the vehicle
Complete the relevant
information on the
Identity tab
Create/search for the
CRM vehicle record
Complete the relevant
information on the
Purchase Brief tab
Save the vehicle
record
Print the purchase
invoice
Confirm the A/c status
Exit the vehicle record
Creating a Trade-In
06.001.08 L1 9304C – gpl 01/09/06
Page 98 of 160
