How to Accept a Part Exchange Showing as "PX Pending"

When a part exchange (PX) record is marked as PX Pending, it must be accepted into stock using the proper procedure. This guide explains how to correctly accept a PX record in Navigator.

Steps to Accept a PX Pending Record

1. Locate the Host Deal

1. Navigate to the stock record associated with the part exchange.
2. Open the Host Deal (this is the stock record where the PX originated).

2. Access PX Details

1. Go to the PX Details tab within the host deal.

3. Accept the PX

1. Within the PX Details tab, locate and click the Accept button.
2. This action will finalise the PX record and add it to the stock.

Key Notes

• Accurate Assignment: Ensure you are in the correct host deal before accepting the PX to avoid errors.
• Completion: Once accepted, the PX will no longer show as "Pending" and will be fully added to stock.
• Best Practices: Always double-check the details of the PX before acceptance to ensure accuracy.