Adding Part Exchanges

To add a Part Exchange to a Vehicle Record, from within the Vehicle Record go to Invoicing > Part Exchange and click on Add Vehicle.  Up to three part exchanges can be added to a Vehicle Record.

Once the vehicle or vehicles have been added you can update the Buying Price and add any Outstanding Finance on the vehicle if applicable.

Add a Current Vehicle as a Part Exchange

If a Customer is attached to the Vehicle Record, and they have Current Vehicles against them, when clicking Add Vehicle you will see the following message:

current vehicle

Click Yes and you will then see a list of Current Vehicles against that Customer. Select up to three of the Current Vehicles and click the Confirm button in the top right hand corner.

Useful Settings

When a Part Exchange is added, the Sales Status will be set to Part Exchange. The default Sales Status for your Part Exchange vehicles can be changed in Settings > Vehicle Sales > Default > Vehicle > Part Ex Sales Status.

 

Updated on October 1, 2024

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