How do I add multiple part exchange units?

Summary

This article will explain how to add multiple part exchange vehicles to a Vehicle Sales Order.

More Information

In order to add multiple part exchanges to a Unit Sales Order you will need to create a sales order. Please click here for more details.

Once you have created the vehicle sales order and are ready to add multiple part exchanges you will need to go to " Unit Sales Unit Sales Document".

• Highlight the Unit Sales order that you wish to add the part exchanges to.
• Press <F5> or click the [Edit] button.
• Click on the [Part exchange] tab.
  1. Press <F6> or click the [Add] button.
  2. Depending whether it is a stock or a Non Stock vehicle click the relevant button.
  3. If a vehicle stock number is not automatically created press <F2>.
     • Fill out as much information about the part exchange or use the [Lookup] button.
     • Make sure that there is an estimated (conditional to checks) "Purchase amount:" filled in on the [Purchase] tab.
     • Press <Esc> or click [Done] and click [Accept]

This will add the part exchange to the document.

• Repeat the steps above to add multiple part exchange vehicles.
• Once all the part exchanges have been added click on the [Print and summary] tab.
• Click [Print] to produce an updated Unit Sales document and click [Accept] button to save the changes.

See also

• Selling a Vehicle
• Part Exchanges
• What do the Tick Boxes do on Vehicle Lookups?
• Creating a Used Vehicle

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Keywords AND Misspellings

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