Assign Trade Cost (2)
Contents
Sales – Units – Assign Trade Cost
Add/Update Trade:
Update Costs:
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
Sold Unit ID:
- Manually enter the ID of the Unit being sold with an assigned Trade In or use the Underlined link to choose from the Table. Some dealerships use the same unit number, but add and “A” or “T” to the number. i.e. client buys Unit ID 1503, the trade is given the trade number 1503T.
- 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:
Click on the Add/Update Trade Button
- Pop up window where information about the Trade In is entered.
- Fill in the same as Unit Update Window.
Unit ID: Mandatory
- Manually enter an ID for the Trade in. . Some dealerships use the same unit number, but add and “A” or “T” to the number. i.e. client buys Unit ID 1503, the trade is given the trade number 1503T.
- If the Trade In is already in the system can manually enter or use the Underlined link to choose the ID from the Table.
- Alphanumeric.
- 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.
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
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.
Update Costs:
o Click on Update Costs button.
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.
o Can be positive or 0.00.
o Cannot be negative or will receive an Error message.
- 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.
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.
- Other Costs:
o Amount for additional Costs for the Trade In.
o A Cost Code must be present or will receive an Error message.
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.
o The Code must match the Inventory Class or will receive an Error message.
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.
- 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.