Assign Trade Cost
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
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:
- 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.
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.
- Upd. Costs:
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.
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.