Trade-In

Trade-In

This page describes how to set up and process trade-ins via a Forecast. This functionality proves valuable when you intend to both sell a machine and trade in a used one at the same time. To access the documentation for processing regular trade-ins, click here.

Creating a Trade-In via a Forecast

For the following description, we assume that you have already created a Sales Calculation with an associated Forecast.

To create a trade-in via a forecast, proceed as follows:

  • Use the quick search (ALT+Q) to find the page Sales Calculations in TRASER DMS 365.
  • The page Sales Calculations is displayed.
  • Open a sales calculation that contains a completed forecast.
  • Navigate to the Lines tab and open the forecast that you want to create a trade-in for.
  • Select the return type Trade-In in the General tab.
  • Then, click Show > Trade-Ins in the menu bar.
  • The Trade-Ins tab is added to the page.
  • In the line for the trade-in, enter a Quantity and the Unit Price, i.e. the amount credited to the customer. The amount will be offset against the sales price of the purchased machine.
  • Select Create Trade-In Order from the menu bar in the tab.
  • The document for the trade-in is created.
  • To open the document, click Trade In > Open Document in the Trade-Ins tab.

You have created a trade-in via a forecast. You can now continue to process the trade-in. You can find more information on this in the sections Printing a Trade-In Confirmation, Shipping a Trade In and Invoicing a Trade-In.

Creating a Purchase Document via a Forecast

Instead of a trade-in, you can also create a purchase document via a Forecast to book a returned machine in the system. Unlike a normal Trade-In, no credit memo is issued to the customer in this scenario. Instead, the vendor receives an invoice from the customer. In this case, the amount will also be offset against the sales price of the purchased machine. For the following description, we assume that you have already created a Sales Calculation with a corresponding Forecast. To set up a purchase document via the forecast, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Sales Calculations in TRASER DMS 365.
  • The page Sales Calculations is displayed.
  • Open a sales calculation that contains a completed forecast.
  • Navigate to the Lines tab and open the forecast that you want to create a purchase document for.
  • Select the return type Purchase in the General tab.
  • Click Show > Purchase in the menu bar.
  • The Purchase tab is added to the page.
  • Enter the quantity in the Quantity column and the amount for the machine that is being returned in the Unit Price column, i.e. the amount that will be invoiced to the vendor.
  • Select Create Purchase Order from the menu bar in the tab.
  • The purchase order document is created.
  • To open the document, confirm this dialog window with Yes.
  • You can now further process the document.

You have successfully created a purchase order for a machine that is to be traded in.