Processing Trade Sales

Modified on Thu, 12 Oct 2023 at 02:07 PM

To process a trade sale for a Stock Record go to the Navigator Main menu and select Vehicles. In the drop down menu that appears select Vehicle Administrators Toolkit.

 Please note vehicles must have a reg number and a reg date filled out in order to process a Trade Sale

 Search for the required Stock Record. A window similar to the below will appear:



At the top of the Stock Record window select Trade Sale, the following window will then display:




Customer Order No - enter a customer order number if required

Salesperson - select the required Salesperson from the drop down menu

Customer - select the required customer. The select button will bring up the customer search facility. 

Sales Price (Inc VAT) - enter the Sales Price including VAT

Date - enter the date of the trade Sale Invoice

Category - select the required Category from the drop down menu

Close Deal - tick this option if you would like to close the deal at the same time as the invoice being raised. 


On completion, select Invoice. This will then raise an invoice against the stock record and close the stock record if the option for Close Deal was selected.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article