Equipment Trade-In

To add an equipment trade-in to an open Sales order, go to Sales ¦ Create order ¦ Trade-ins

  • Add a Trade-in using the […] in the bottom left of the screen.
  • You’ll then be given a list of customer’s own equipment to select from
  • Select the relevant record by double clicking or single clicking the line followed by Select
  • Now back within the Sales order, see that we can now enter a Cost and Value
  • Cost will Equal our Cost figure on the equipment record when the item is brought into our Stock
  • The Value field will be the value deducted from the total invoice value on the Sales order

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