Adding Trade-Ins

Adding a Trade-In

There are two different ways you can add a trade-in to a deal. Both will effect the payments and pricing, however, in order for you to print the trade information on your Worksheet you'll need to Add Trade Details.

Trade-In Vehicle is found within the Deal Structure section (left side of the screen), directly below Options & Fees and above Taxes. 

Add Trade-In Amounts

To enter Trade-In Amounts you simply need to click on the box you want to enter a value for.

  1. Trade Amount - Enter the amount you want to show the customer on trade.
  2. Trade Lien - Enter the amount the customer owes on the vehicle from finance. Important: You cannot enter Off Lease amounts in here - they must be handled under Options & Fees in order for the taxes to be calculated properly.

Add Trade-In Details

To enter Trade-In Details you simply need to click anywhere on the Trade-In section that is not an input field. This will open the Edit Trade-In Vehicle window.

  1. Year - Enter vehicle Year
  2. Make - Enter the Make for the trade-in
  3. Model - Enter the Model and Trim of the trade-in
  4. Mileage - Enter the current mileage of the trade-in
  5. Colour - Enter the colour of the trade-in
  6. VIN - Enter the VIN of the Trade-In (if known)

  1. Trade Amount - If you entered the Trade Amount before opening the Edit Trade-In window, this value will be carried over from there. Otherwise, you will need to enter the amount you want to show the customer on trade.
  2. Trade Lien - If you entered the Trade Lien before opening the Edit Trade-In window, this value will be carried over from there. Otherwise, you will need to enter the amount the customer owes on the vehicle from finance. Important: You cannot enter Off Lease amounts in here - they must be handled under Options & Fees in order for the taxes to be calculated properly.
  3. Trade ACV - Enter the actual cash value for the trade-in. Note: You will see the difference between the Trade Amount and the Trade ACV as Trade +/- Allowance in the Gross Profit section. 

Add a Second Trade-In

Once a trade-in has been added, a second trade-in can also be added by pressing the "Add another trade-in vehicle" button.

Have more questions? Submit a request

0 Comments

Article is closed for comments.