Assign Trade Cost

Pear Tree
2016-11-10 15:47

Initialized Sale with a Trade

When Dealerships take a Unit in Trade, they want to sell it right away. Sometimes the Trade In is sold before the Sale is finalized.  The Unit cannot be sold till a Trade Cost is added, which can be done from the screen below OR from Finalize Sale.

 

Sales – Units – Assign Trade Cost

 

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Sold Unit ID:

-        Manually enter the ID of the Unit with an assigned Trade In or use the Underlined link to choose from the Table.

-        Must be a valid Initialized sale with a trade-in or will receive an Error message.

 

Customer/Class/Sales Date/Trade Balance:

-        Default in from the Initialized Sale window.

-        Cannot be edited in this window.

 

Add/Update Trade:

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-        Pop up window where information about the Trade In can be entered.

-        Fill in the same as Unit Update Window.

-        Unit ID: Mandatory

o   Manually enter an ID for the Trade in. 

o   If the Trade In is already in the system can manually enter or use the Underlined link to choose the ID from the Table.

o   Alphanumeric.

o   Freeform.

 

-        New Unit:

o   If the Trade In is not in the system can add to the Inventory using this Button.

o   Unit ID changes to NEW.

o   When Submitted, the system will assign a Unit number.

 

-        Description: Mandatory

o   Defaults in from the Trade In window.

o   Can be changed.

o   If a Unit already saved in the system is entered in Unit ID, it will change to that Unit Description.

 

-        Type: Mandatory

o   Defaults in.

o   Can be changed by using the dropdown.

 

-        Status: Mandatory

o   Defaults in.

o   Can be changed by using the dropdown.

 

-        Mfg Code:

o   Manually enter Code or use Underlined link to choose from the Table.

o   See Manufacturers Notes for explanation and set up.

 

-        Year:

o   Year the Unit was made. 

o   Alphanumeric.

o   Unlimited.

o   Manually enter.

 

-        Make:

o   Make of the Unit (Coachman, Keystone, Toyota, Ford, etc.). 

o   Alphanumeric.

o   Unlimited.

o   Manually enter.

 

-        Model:

o   Model of the Unit (Hideout, Prowler 245c, Corolla, Mustang, etc.). 

o   Alphanumeric.

o   Unlimited.

o   Manually enter.

 

-        Length:

o   Length of the Unit (feet, inches, meters, centimeters, etc.). 

o   Alphanumeric.

o   Unlimited.

o   Manually enter.

 

-        Interior:

o   Info on Interior.

 

-        Licence #:

o   Licence Number of the Unit.

o   Alphanumeric.

o   Unlimited.

o   Manually enter.

 

-        Odometer:

o   Number of KM or Miles already on the Unit.

o   Numeric only or will receive an Error message.

o   Manually enter.

o   Choose KM  or Miles from dropdown after the field. 

-        Key Code:

o   Manually enter Key code for Unit if there is one.

o   Alphanumeric.

o   Unlimited.

o   Freeform.

-        Chassis No.:

o   Alphanumeric.

-        VIN #:

o   Manually enter VIN # for the Unit.

o   Alphanumeric.

o   Unlimited.

o   Freeform.

 

-        Coach No.:

o   Manually enter Number.

o   Alphanumeric.

o   Unlimited.

o   Freeform.

 

-        Other Serial Number(s):

-        Serial #:

o   If Serial Numbers were missed in the initial adding of the Unit, they can be entered here.

o   Manually enter Number.

o   Alphanumeric.

o   Unlimited.

o   Freeform.

-        Description:

o   Enter a Description for the Serial Number (GE Fridge, LP Stove, etc).

o   Manually enter.

o   Alphanumeric.

o   Unlimited.

o   Freeform.

-        Warr. Yrs:

o   Enter the number of years for which the Warranty is eligible, if there is one.

o   Manually enter Number.

o   Numeric only or will receive an Error message.

o   The number can only be smaller or equal to 99 and cannot be negative or will receive an Error message.  0 is allowed.

o   Freeform.

-        Serial# Warr. Exp.:

o   Date the Serial Number Warranty expires.

o   Does not depend on or connected to number of years entered for Warranty.

o   Will show as MM/DD/YY, with only the last two year digits showing.

o   Must enter a valid Date or will receive an Error message and the date will show as 12/30/99.

-        Manufacturer:

o   Manually enter the name of the Manufacturer.

o   Alphanumeric.

o   Unlimited.

o   Freeform.

 

-        Category: Mandatory

o   From PTS – Table Mtc. – Inventory – Units – Unit Categories.

o   Choose from dropdown.

 

-        Class:  Mandatory

o    Either manually enter the Class Code or click the Underlined link to choose from the Table.

o   From Inventory, Units, Administration, Product Classes

o   If an incorrect code is entered an Error message will appear.

 

-        Estimated Inv.:

o   Estimated Invoice amount

o   May enter if the Invoice has not arrived and the cost is unknown but the Unit is on the Lot.

 

-        List Price:

o   Manufacturer’s suggested Retail Price.

o   Must be numeric or will receive an Error message.

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o   Two numbers only after the decimal or the system will automatically round.

 

-        Dealer Price:

o   Dealer’s Selling Price.

o   Must be numeric or will receive an Error message

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o   Two numbers only after the decimal or the system will automatically round.

o   The Default on a Unit Sale but can be overridden.

 

-        Costline:

o   The lowest price the Dealer can possibly sell it.

o   Usually only used by Spader Company clients.

o   Alphanumeric.

o   Prints on Unit Inventory Report.

 

-        Base Cost/Other Costs/Rebates/Cost Total:

o   Default in from other window.

o   Cannot be edited in this window.

 

-        Upd. Costs:

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o   Update Costs.

o   This window adds the cost to the Unit (Base Cost, Rebates and Other Costs).

 

-        Transaction Date:

o   Defaults to the current date.

o   Can be changed by manually typing in the address (MM/DD/YY or the alphabetic abbreviation for the Month (Sept) and the day, the year will automatically default to the current).

 

-        Base Cost:

o   Base Cost is what the Dealer thinks the Unit is worth.

o   This may not be the same amount as the Allowance Amount in the Initialized Sale.

o   Manually entered.

o   Must be a number or will receive an Error message.

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o   Can be positive or 0.00.

o   Cannot be negative or will receive an Error message.

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-        Allowance:

o   Defaults in form the Initialized Sale window.

o   Cannot be edited in this window.

o   It is the amount the Dealer paid for the Trade In.

 

-        Cost Code:

o   Additional costs on the Trade In, if required.

o   The Code must match the Class Inventory Type or will receive an Error message.

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o   Can be manually entered or use the Underlined link to choose from the Table.

o   Class from previous window must be filled in or will receive an Error message.

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-        Other Costs:

o   Amount for additional Costs for the Trade In.

o   A Cost Code must be present or will receive an Error message.

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o   Can be positive, negative or 0.00.

 

-        Cost Description:

o   Defaults in from Cost Code.

o   Cannot be edited in this window.

 

-        Other Costs:

o   Total of all the Costs added in the Cost Section above.

 

-        Rebate Code:

o   Code for type of Rebate from the Manufacturer.

o   Can be manually entered or use the Underlined link to choose from the Table.

 

-        Rebate Amount:

o   A Rebate Code must be entered or will receive an Error message.

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o   The Code must match the Inventory Class or will receive an Error message.

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o   Can be positive, negative or 0.00.

 

-        Rebate Description:

o   Defaults in from Rebate Code.

o   Cannot be edited in this window.

 

-        Rebate Total:

o   Total of all the Rebate Amounts added in the Rebate Section above.

 

-        Total Cost:

o   Base Cost + Other Costs – Rebate Total

 

-        Close Window:

o   Closes Window and saves whatever was entered.

o   If any line has entries, all fields in the row must be filled or will receive an Error message.

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-        Specification

o   Like the Specification Tab on the Unit Update Tab.

o   Add different specs by manually entering or clicking on the Underlined link and choose from the Table.

o   Alphanumeric.

 

-        Specification Value:

o   Description of the Specification.

o   Manually entered.

o   Alphanumeric.

 

-        Lot #:

o   If the Dealership has more than one Lot or area where the Units physically are.

o   Manually enter.

o   Alphanumeric.

o   Not linked to anything.

 

-        On-Lot Date:

o   Defaults to current date.

o   Can be changed manually using the MM/DD/YY format or by typing in the month and day, the current year will automatically be entered.

 

-        In Service Date:

o   The date the Unit was put In Service.

o   Can be entered manually using the MM/DD/YY format or by typing in the month and day, the current year will automatically be entered.

 

-        Warranty Expiry Date:

o   Date warranty expires, if there is one on the Unit.

o   Can be entered manually using the MM/DD/YY format or by typing in the month and day, the current year will automatically be entered.

 

-        Comments:

o   Alphanumeric.

o   Freeform.

o   Unlimited.

 

-        Submit:

o   Submits and saves any new or updated information to the system.

 

-        Delete:

o   Deletes all entered information from the system.

 

-        Clear:

o   Clears the screen.

o   If any new information has not been submitted it will be lost.

 

-        Close Window:

o   Closes this window and returns to Assign Trade Cost window.

 

-        Window Sticker:

o   Information collected from different screens in Assign Trade Cost to be printed and put on the Unit.

 

 

 

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