Processing Trade Sales

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

Access the vehicle via Vehicles > Vehicle Admin Toolkit, once in the relevant vehicle 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.