How do I add a trade-in to an existing sale?

STEP 1:

Navigate to the Sales screen by clicking the “Inventory” link on the DealerAccelerate navigation menu, located at the top of your screen. This will take you to the Inventory Dashboard.

STEP 2:

Select the Inventory Listing for which you want to begin a new sale. This will take you to the Summary tab of the Inventory Listing.

STEP 3:

In the Inventory Listing, click the Sales tab located on the Inventory Listing navigation menu (Fig. 1). This will take you to the Sales Record Summary page.

Figure 1: Sales Tab Link

STEP 4:

From the Sales Record Summary page, click the “Sales Trades” link from the Sales Record navigation menu, located on the left side of the Sales Record (Fig. 2).

Figure 2: Sales Trade Link

STEP 5:

From the Sales Trades page, click the “Add Trade Item” button (Fig. 3). This will take you to a new Sales Trade Item screen.

Figure 3: Add Trade Item Button

STEP 6:

In the Sales Trade Item screen (Fig. 4), enter in all available information regarding the trade-in into the fields provided.

Figure 4: Sales Trade Item Screen

When you’ve finished entering information, click the “Create” button in the top right corner of the Sales Trade Item screen. A notification will appear in the top right of your screen to indicate you’ve successfully added a Sales Trade item. The number of Sales Trade Items will be displayed on the Sales Record navigation menu.

 

ADD TRADE-IN TO INVENTORY

To add a trade-in vehicle to your inventory, click the “Create Vehicle” button (Fig. 5) in the top right corner of the Sales Trade Items screen. 

Figure 5: Trade-In Create Vehicle Button

This will create a new listing in your inventory. A notification will appear in the top right corner to indicate the listing has successfully been created. 

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