Note: When working with ANY Invoice, each user will need to click save button at least every 20 minutes.  If a user walks away from the open Invoice without saving within that 20 minute time frame changes to the Invoice will be lost!


Click the three dots in the upper right hand corner then choose Trade In 





Any unit that has been purchased from the dealership before will show automatically.  Click on the unit and choose Add Selected  or click the Add button for new units.  




Fill in the required fields.  To take the trade in immediately add the DSP then click Add to Inventory



Please Note the warning before adding to inventory



Assign a stock # and vendor , click Save




The unit new shows as part of the deal and that it is also in stock.  Click close if all trade in's are accounted for. 




The trade in also shows inside inventory.  Dealers are able to see which deal the trade in was taken under as well.