This article will explain how the Dealership can purchase a unit off a Customer by a Trade In only Customer Order
Trade In Only Customer Order
Scenario
The dealership is buying a unit directly from a Customer
Instead of processing the purchase of the Customer Owned Unit through Vendor Unit Receiving, Blackpurl gives you the ability to process the purchase as a Customer Order Unit Deal for Trade-In Unit only
How to Process
- Create a Customer Order > Unit Deal
Add your customer - this is the Customer who the Dealership is buying the trade-in unit from
Then in the Unit Deal > Deal Actions section click on![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238384/original/ek2GswrDjc02ovhPdEZBIrmGEXC5_x02lA.png?1600792606)
Then in the Unit Deal > Deal Actions section click on
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238384/original/ek2GswrDjc02ovhPdEZBIrmGEXC5_x02lA.png?1600792606)
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062622215/original/E9OLiKyEivRXqE0LYDe6bkF6fxvD_getmQ.png?1657766991)
- Search for or add the Customer Owned Unit that is being traded then click on
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062622627/original/bNIba8AlKLBscmdjJfJWmDT8qKzuYWyH-Q.png?1657767120)
- Complete all the required Trade In fields
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062623673/original/t7iQk7x1NhyfDOeclcQM16TMVj5mx6Dh0w.png?1657767395)
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
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
- Note that the Checkout now has a credit for what the dealership is paying for the unit.
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062627993/original/g_qpyhzaZXNuK3qc1nnb8-4oXS-DSJFG6g.png?1657768584)
- To trigger Blackpurl that this is a Trade In only Unit Deal, go back to the Unit 1 section and click on
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062628810/original/dm7-7gXPELegmGUGjf2Cjadh7YSoj-xHfA.png?1657768851)
Confirm that you are removing the Unit 1 section by click on ![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238416/original/LMdb_X2Rf5xLhEgiqnc7QupXIdNdVcLMoA.png?1600792722)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238417/original/HbFfZkuo28UQt51RZnpzRtA3kif88XM0dg.png?1600792752)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238416/original/LMdb_X2Rf5xLhEgiqnc7QupXIdNdVcLMoA.png?1600792722)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238417/original/HbFfZkuo28UQt51RZnpzRtA3kif88XM0dg.png?1600792752)
- Only the Trade-In section will remain in the Unit Deal
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062629884/original/I644GWazQM4l8AJgTxgFwXv6mAmg9RqCLQ.png?1657769157)
- 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
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062630105/original/dddxclIRLJOO0WDoWZ8mHDxGxwTiKOIcZQ.png?1657769218)
- Now all the Dealership needs to do is click on
- 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
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062635959/original/fi79eXXU5GQ5XbY7-gDba0mCGQOtKSuuwA.png?1657770791)
- Then click on
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51062636649/original/6LzBHrP1yVfcYG9d6IyFHngimeofBTnphQ.png?1657770971)
Result:
- The Trade In Unit will be given a Stock number and is now available in Stock as it no longer a Customer Owed Unit
- Customer Order will close out
- Customer Order will then list under the Customer's Record