The Vehicle Stock Book for Accountants - Flipbook - Page 102
STEP 4
The Definition tab details for the trade-in need to be completed before the other tabs become
available.
Select the Chassis number ellipsis button to search the CRM records to see if the vehicle
already exists in the records. For more details on how this is done refer to process 02.001.01
L1 Searching for CRM Records.
If the vehicle already exists in CRM load the details and a lot of the information stored to the
other two tabs will be automatically populated provided the information is already held in CRM
vehicle record.
By attaching the record in this manner the record in CRM will be detached from the current
owner when the deal is completed. This will ensure any further CRM communication is not
sent to the wrong vehicle owner.
If the record does not exist in CRM, exit CRM and enter the chassis number in the field circled
in the window above.
STEP 5
The system will confirm the vehicle does not already exist.
Click Create record to continue.
If there is an error with the chassis number select Re enter chassis number to correct the
number entered.
Creating a Trade-In
06.001.08 L1 9304C – gpl 01/09/06
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