How to Remove a Part Exchange (PX) from an Order

Modified on Wed, 4 Sep at 1:53 PM

Check for Outstanding Jobs or Costs: Before proceeding, ensure there are no outstanding jobs or costs associated with the PX stock record.
Verify the Host Deal: Ensure the host deal is not yet invoiced or delivered.
Unaccept the PX:
- Within the host deal, go to the PX Details tab.
- Select the option to Unaccept the PX from stock.
Note: If you encounter an error stating the PX is not in stock, go to the PX stock record, accept it into stock, then return to the host deal and repeat the unacceptance process via the PX Details tab.
Remove the PX:
- In the order, navigate to the PX Details tab.
- Single-click the vehicle, press Remove, and then raise the order.