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:

 mceclip2.png

 

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

mceclip3.png

 

 

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.

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