How to Delete a Part Exchange Stock Vehicle

This guide outlines the process for removing a Part Exchange (PX) from an order. Ensuring the correct steps are followed is critical to avoid errors and maintain accurate records.

Step-by-Step Instructions

Step 1: Check for Outstanding Jobs or Costs

• Before proceeding, verify that there are no outstanding jobs or costs linked to the PX stock record. Resolving these beforehand is essential to avoid conflicts during removal.

Step 2: Verify the Host Deal

• Confirm that the host deal associated with the PX has not yet been invoiced or delivered. PX removal cannot be completed if the deal has already reached these stages.

Step 3: Unaccept the PX

1. Open the host deal and navigate to the PX Details tab.

2. Select the option to Unaccept the PX from stock.

   • Important Note: If you encounter an error stating that the PX is not in stock:

     • Locate the PX stock record.

     • Accept it into stock.

     • Return to the host deal and repeat the unacceptance process in the PX Details tab.

Step 4: Remove the PX

1. Within the order, go to the PX Details tab.

2. Single-click the vehicle and select Remove.

3. Raise the order to finalise the removal of the PX.