Trade Details

The Trade Details field does not accept data entry.  The software has been designed to allow for multiple trades, so the entries are made from a separate window.  To open the Trade Details window, click the edit button to the right of the Trade Details field.

Click Add then select the correct vehicle from the stock browse.  If the trade is not yet in stock, click on Add and create a new stock item.  Ensure the Purchase tab of the trade stock card is completed with Purchase & Trade Allowance figures.

Where part of the settlement amount is comprised of a Trade-in, the traded stock item must be created in Dealerlogic before the Settlement tab is completed.  The trade-in item can be created before completing the Settlement tab for the current item, or it can be created from within the Trade field while completing the Settlement tab.

Repeat this process if more than one trade, and click Close.  The summary of all trades will be displayed in the Trade Details field, with the total Trade Allowances showing beneath.