Trade-Ins

This chapter describes how to set up and process trade-ins via a calculation worksheet. 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. This chapter is divided into the following sections:

• Creating a Trade-In via a Calculation Worksheet
• Creating a Purchase Document via a Calculation Worksheet

Creating a Trade-In via a Calculation Worksheet

For the following description, we assume that you have already created a Sales Calculation Worksheet with an associated Calculation Worksheet. To create a trade-in via a calculation worksheet, proceed as follows:

• Use the quick search (ALT+Q) to find the page Configure Price Quotes.
• Open a sales calculation worksheet that contains a completed calculation worksheet.
• Navigate to the Lines FastTab and open the calculation worksheet for which you want to create a trade-in.
• Select the Return Type Trade-In in the General FastTab.
• Then, click on Trade-In in the menu bar.
• The Trade-Ins FastTab 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.
• You can also enter a Responsibility Center, an Order Type, and a Location Code. The values entered will be transferred to the trade-in document.
• Click on Line > Create/Update Trade-In Order in the menu bar of the Trade-Ins FastTab.
• The document for the trade-in is created.

You have successfully created a trade-in via a calculation worksheet and can open it by clicking on Trade-In > Open Document in the menu bar of the Trade-Ins FastTab. You’ll find more information on processing trade-ins in the Processing Trade-In Orders chapter. It is still possible to edit a trade-in even after a sales order has been created.

Creating a Purchase Document via a Calculation Worksheet

Instead of a trade-in, you can also create a purchase document via a Calculation Worksheet 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 Worksheet with an associated Calculation Worksheet. To set up a purchase document via the calculation worksheet, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Configure Price Quotes.
• Open a sales calculation worksheet that contains a completed calculation worksheet.
• Navigate to the Lines FastTab and open the calculation worksheet for which you want to create a purchase document.
• Select the Return Type Purchase in the General FastTab.
• Then, click on Purchase in the menu bar.
• The Purchase FastTab 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.
• You can also enter a Responsibility Center, an Order Type, and a Location Code. The values entered will be transferred to the purchase order.
• Click on Purchase > Create/Update Purchase Order in the menu bar of the Purchase FastTab.
• Confirm the dialog window with Yes to open the document.

You have successfully created a purchase order for a machine that is to be traded in. You’ll find more information on processing purchase orders in the Purchase Orders chapter. It is still possible to edit a purchase order even after a sales order has been created.