Add or Edit Trade-In Information

If, during a deal, a customer uses another vehicle as a trade-in, you can view the details on the Trade-In-1 tab. If there are two vehicles traded in, the second vehicle is on the Trade-In-2 tab. You can also remove a trade from the Deal page. The system does not allow you to trade in a vehicle that is already in the Inventory module as Available.

1. From the Deal page, click the More icon and choose Add Trade-In-1 or Add Trade-In-2. The following example already has one trade on it.

2. Type the VIN of the trade-in vehicle, and click Decode.

Information details appear by default.

3. Complete vehicle details, as well as evaluation information.
4. Click the Save icon .

The Info sub-tab opens by default.

5. Add title information, and click the Save icon .
6. Click the Options sub-tab.

7. Edit equipment information by checking the appropriate boxes.
8. If applicable, click the Evaluation sub-tab to perform a new evaluation or review a previous one. 

To remove a trade-in

1. From the Deal page, click the More icon and choose Remove Trade-In 1 or Remove Trade-In 2.

A confirmation pop-up window opens.

2. Click Yes.

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