How to add a trade in payout

If there is a finance payout on a trade in, there are 2 ways to enter this, depending on the status of the trade in. If the trade in is not being acquired until the deal is delivered, it is considered a normal trade in. If you are acquiring the trade in prior to the sale being delivered, it is considered a pre-trade deposit. This guide will cover both methods.

Normal Trade In Method

1. In the Trade In tab on the sale, click Add.
   
   
   
2. Enter Trade In details, ensure the Status is Normal.
   
   
   
3. Once the trade in has been saved, click Payout 1.
   
   
   
4. Enter the Finance Company, Payout Amount, and Payout Reference.
5. Click OK.
   
   

Pre-Trade Deposit Method

1. In the Trade In tab on the sale, click Add.
   
   
   
2. Enter Trade In details, ensure the Status is Pre-Trade (Deposit).
3. Click Payout in the bottom left of the stock screen.
   
   
   
4. Enter Payout Client, Payout Reference, and Amount.
5. Click OK.
   
   

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