Generate A Sale with A Trade-in Vehicle

This procedure allows you to generate a sale with a trade-in vehicle when no balance is owed on the trade-in vehicle.

In the left-hand menu, click on Vehicle Lot > Vehicle Lot : 

The list of available vehicles will be displayed.

Click the Create a new sale for this vehicle button associated with the desired vehicle:

When the confirmation window opens, click Yes:

When the point-of-sale window opens, create, enter, or search for the relevant Client:

After adding the client:

1. Click on the Exchange or Trade-in line
2. Then click on the gear-shaped button.

When the Additional informations window opens:

Enter all the trade-in vehicle information. Then click on Save and close.

Back in the point-of-sale window:

1. Click on the Warranty line.
2. Then click on the gear-shaped button.

When the Additional Informations window opens:

Enter all the warranty information. Click on Save and close.

In the point-of-sale window:

Click the Payment button.

In the payment window:

Enter the payment method used. Then click Send.

In the window that opens under the Documents tab:

Click on the document titled Invoice.

An invoice email window will open (if you have configured it):

Enter the required information and click Send.

You will also be able to open the PDF to display it on screen.