This is step 3 of the sales process. The trade-ins page has a number of possible options. Each section will be separated by diving lines and will have its own submit button. All trades must be stocked in at the time the invoice is created. Options for adding trade-ins later is very limited and must be done by admin persons. The page is divided into three main parts. The top form by default will be the no trade-ins continue button. If you do start adding trade-ins, the top form will be replaced with a form for existing trade-ins, and middle form will become the no trade-ins form. The bottom form is for the add/edit trade-in info.

Special Note About Trade-Ins:
All trades that are entered into the system as new units are actually entered into the database on the fly. The main sales process is held in memory unit step 7 is submitted. However, trades that are actually stocked in, will hit the database once submitted.

If you are restoring a quote to a cart, no trade info is pulled in automatically. There should be a link that you can look-up the quote to refresh your memory about what was quoted. If the trades were already added to the database during the quote process, you need to renter their info using the new stock numbers that were already created (otherwise you will get duplicates). Basically, no trade info is pulled in when restoring a quote. Treat it as if you need to re-enter all trade-in info.

If you mess up and can't figure out what the system is doing, you can always click the no trade-ins button (which clears all trade info). You can then go back and re-enter the trade-in info. If the system already generated a new stock number for your trade, make sure and use that stock number so that you don't get duplicates.

The top default form, no trade-ins, will set all four trade-in options to blank and zeros respectfully. Note: This top default form is also a way to clear all existing trade-ins in memory (just for the current sales process).

The form for existing trade-ins, will only show up once one or more trades have been added. Once it shows up, it will have links to view trade-in details for both the current sales process and the actual units that have been stocked into the system. Click the continue button provided in this form to go to step 4 and keep trade-in info associated with the deal.

The bottom form, for add/edit trade-ins is a dual purpose form that will help with adds and edit modes for trade-ins. Up to four trade-ins are allowed per unit sold. The add/edit fields are as follows:

1. Trade-In Stock Number Type - Choose between a unit already in the system or you need to stock in a new unit. If you choose, stock in a new unit, this will really enter a new unit into the actual database. All other information in the sales process is held in memory unit step 7.

2. Use Stock Number - Enter either a real stock number that is already in the system or the value "New". It may also be left blank as a short cut for the value "New".

3. Trade Allowance - This is what you will show the customer for their trade-in. This value must be positive (>0) in order for the auto generating shopping cart function to work. If left at 0.00, the trade-in will be skipped during the invoicing section. This is true, even if additional information is provided.

4. ACV on Trade - This is for the actual cash value of the trade. This can be found by going to NADA (www.nada.com)or Kelley Blue Book (www.kbb.com). This will also be the base price on the new unit being stocked into the system.

5. Have Title - Choose an option from the list provided. If the customer still owes on the unit (lien) then the lien payoff information will be required.

6. Power of Attorney Form - This checkbox is required if filling out the lien portion of the trade-in. This form allows your company the legal right to deal with potential title issues that may arise with trade-in titles and lien payoffs.

7. 20 Day Lien Amount - This is the amount that is still owed on the unit. This value will be added back in on the invoice. This value is what the accounting office will need to pay to get the title.

8. Lien Payoff To - This is the name of the person or company to whom the lien is owed. For example: Bank of the Rockies, Powers Credit Union, etc. Max of 50 and min of 2 chars.

9. Send Payment To - This is the main payoff address or location. Please enter a full address here (address, city, state, zip). Max of 150 and min of 2 chars.

10. Payoff Account # - This is the payoff account number for the lien. Max of 30 and min of 2 chars.

11. Payoff Phone Number - This is the phone number of who to contact with regards to the payoff. Max of 25 and min of 7 chars.

12. 20 Day Payoff Date - This is the date the monies are due to the lender. Usually this is 20 days from the sale date of the unit. Each corporation may be different. Ask your manager for details.

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