This form is part of the sequence of forms for creating a new vehicle quotation. See the New Vehicles section for instructions and general tips on this process. It can also be accessed by selecting Trade-ins from the Edit menu of the Enquiry Builder.
This form is not displayed if ordering multiple non-stock vehicles.
The VAT registered checkbox allows for the differential treatment of VAT registered customers. If ticked an extra field is displayed in which to enter the customer's VAT number.
The details of up to three vehicles, which can be trade against the current quotation, are displayed in a grid. If the customer has previously been specified for this quotation then the first current vehicle in his/her list of associated vehicles is displayed in the grid. Vehicles details can be changed, and valuations created or requested, by clicking the Edit button to display the Trade-In Details form. If the customer has not already been selected, using the Add button to find a trade-in vehicle will automatically specify the associated customer as the customer for this quotation. The Remove button deletes vehicles from the grid.
The following information is displayed on the grid:
Inc?: Click this field in the row corresponding to the vehicle(s) to be included as a trade-in for the current quotation. To proceed with the quotation without a trade-in, click the Next button without ticking a vehicle.
Registration: The registration number of the trade-in vehicle.
Description
Offer: The amount offered to the customer.
Valued: The valuation of the vehicle.
The section at the bottom of the form allows details of any outstanding finance for a trade-in vehicle to be entered. After filling in the original period of the loan (in months), the current monthly payment, the amount borrowed (total) and the number of months paid, click the Calculate button and the system will determine the Cost to settle early. Alternatively, select the Exact radio button to enter the cost to settle manually.
Warning: On entering the above details ensure the calculate button is used to produce the "cost to settle early" otherwise any forward or backward movement from this form will result in the loss off the figures entered.
The exact amount is included in the calculation of the final amount due in the enquiry.
