The Vehicle Stock Book for Accountants - Flipbook - Page 101
STEP
PROCESS
STEP 1
Select Vehicle Stock Books.
Select Vehicle Administration.
Search for and load the required vehicle stock record. Refer to process 06.006.01 L1
Searching for & Opening a Previously Created Stock Record.
Put the vehicle into Edit (Amend) mode.
STEP 2
Check on the Sales Brief tab to ensure that the main vehicle record has been attached to a
CRM record.
If the record has not been attached to a CRM customer record the option to create a trade-in
will not be available.
To attach the vehicle record to a CRM customer record refer to process 06.001.03 L1
Reserving a Vehicle for a Customer.
STEP 3
Go to the Finance Details tab.
Right click in the first blank cell in the column under Trade-in ref.
Select Create Trade-in from the next menu.
Select New Vehicle where the trade in has not previously been created against another vehicle
stock record, this selection is the usual choice.
Select Existing vehicle only if the trade in has been previously created, usually against another
8main9 vehicle record but where the deal has been stopped and the link to the trade-in
removed. In this case the trade-in already created against the previous vehicle record can be
attached to this vehicle record.
Up to three trade-ins can be created against one 8main9 vehicle stock record.
Creating a Trade-In
06.001.08 L1 9304C – gpl 01/09/06
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