UBS Knowledge Base
Breadcrumbs

How to add a trade in on a sale

This guide will detail the process of adding a trade in on a sale of stock, and also explain how to add a trade in payout.


Adding the Trade In


  1. In the sale, click on the Trade In tab.

  2. Click Add.

  3. Enter all Vehicle Details relating to the trade in. The purchase price of this stock will reduce the amount owing on the original sale.


https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51181825752/original/PTMarxaa3Q4OfICE7PeynOfDbq-VoiCMAw.png?1726548117

The trade in will automatically have a status of normal. Once you save and go back in to edit, you now have the option of a Pre Trade Deposit. Selecting this allows you to sell this trade in prior to the original sale being delivered.



Adding a Trade In Payout


  1. In the sale, click on the Trade In tab.

  2. Click Payout 1.

  3. Enter the Finance Company, Payout Amount, and Payout Reference.


https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51181827264/original/QxJ2tLrtQvUPeg4Nx2Sjd6AF0Z9GE3Ba5Q.png?1726548411 https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51181827320/original/utqiXs0EkSRbIhSN0LUydLgEkmiOWD4p1g.png?1726548424




Related Articles


How to sell a vehicle


How to add sales extras to a deal


How to add and refund a deposit on a sale


How to add finance to a sale


How to add parts on a sale


How to add a trade in payout