CUSTOMER ORDER UNIT DEAL FOR TRADE IN UNIT ONLY


Scenario:

Dealership is buying a unit directly from a Customer.

Instead of processing the purchase of the Customer Owned Unit through Vendor Unit Receiving, Blackpurl now has the ability to process the purchase as a Customer Order Unit Deal for Trade In Unit only.


How to Process:

  1. The start of the process is for you to begin with create a Customer Order > Unit Deal
Add your customer - this is the Dealership buying the trade in unit from
Then in the Unit Deal > Deal Actions section click on User-added image


User-added image
  1. Search for or add the Customer Owned Unit that is being Traded then click on User-added image

  

User-added image
  1.  Complete all the required Trade In fields 

  

User-added image
Category - this is the Category it will be assigned when the trade in is stocked
Taxable / Applicable Tax - will the unit be Taxable and if so what is the Applicable Tax
Agreed Value - How much the Dealership has agreed to buy / trade in the unit for
Actual cash value (ACV) excluding tax - How much the Actual Cash Value is to the Dealership / how much it is actually worth
Keep in mind that Dealership can over trade / under trade or exact trade
- Over trade is when you trade the unit in for more than it is worth
- Under trade is when you trade the unit in for less than it is worth
- Exact trade when you are trading it in for what it is actually worth
Lien Payout - Does the customer have a lien (they have borrowed against it) on the unit and if so, how much.
- If you type a figure in this field, you will be then ask to indicate who the Finance Company is.
- Remember that in most situation, if there is a lien on the unit, it is the Dealership's responsibility to
discharge the lien before selling the Trade In unit on
- For additional information on Lien Payouts, please review our article -Introduction to Customer Order - Unit Deal Trade In with Lien Payout I
Appraisal method - how has the unit being appraised?  Visual / Service
Appraisal Status - has the appraisal process been completed? Pending Appraisal / Appraisal Complete
Appraisal Notes - free text field to record any notes you want to indicate when doing the Appraisal
Appraisal by - Indicate who has done the appraisal and has come up with the figures for the Trade In

  1. Note that the Checkout now has a credit for what the dealership is paying for the unit.

  

User-added image
  1. To trigger Blackpurl that this is not a Unit Deal with Trade In but just a Trade In, go back to the Unit 1 section and click on User-added image
User-added image
Confirm that you are removing the Unit 1 section by click on User-added imageUser-added image
  1. Only the Trade In section will remain in the Unit Deal
User-added image
  1. Once the Dealership has confirmed with the customer that the transaction is going ahead, change the Unit Deal Status to Approved and then click on User-added image
User-added image
  1. Now all the Dealership needs to do is click on User-added image 
  • Ensure that the relevant checkbox is ticked
  • Click on the payment type you are using to pay the Customer for the Trade In unit.
  • Check the amount
  • Click on User-added image
User-added image
  1. Then click on User-added image
User-added image

Result:

  • The Trade In Unit will be given a Stock number and is now available in Stock
  • Customer Order will close out
  • Customer Order will then list under the Customer's Record