Processing Trade Sales in Navigator

This guide explains how to process a trade sale for a stock record in Navigator.

Steps to Process a Trade Sale

1. Access the Vehicle:

   • Navigate to the Navigator Main Menu and select Vehicles.

   • From the drop-down menu, choose Vehicle Administrators Toolkit.

   • Locate and open the relevant stock record.

2. Note: Ensure the stock record has a Registration Number and Registration Date before proceeding.

3. Initiate the Trade Sale:

   • At the top of the stock record window, click the Trade Sale button.

4. Fill in Trade Sale Details:

   • Complete the following fields in the window that appears:
     • Customer Order No: Enter the customer order number (if applicable).
     • Salesperson: Select the salesperson responsible for the sale from the drop-down menu.
     • Customer: Click the Select button to search for and choose the customer.
     • Sales Price (Inc VAT): Enter the sales price, including VAT.
     • Date: Input the date of the trade sale invoice.
     • Category: Choose the appropriate category from the drop-down menu.
     • Close Deal: Tick this box if you want to close the deal at the same time the invoice is raised.

5. Complete the Trade Sale:

   • Once all fields are filled in, click Invoice.
   • This will:
     • Raise an invoice against the stock record.
     • Close the stock record (if the Close Deal option was selected).

Key Notes

• Ensure all required details are accurate before invoicing, particularly the registration details and customer information.
• If Close Deal is not selected, the stock record will remain open for further actions.