Trade-In

As a machine and vehicle dealer, you can purchase used machines or equipment and clear the amount while selling a machine.
This process is called "Receive as Payment" or "Trade-in".

The following topics are covered in this chapter:

• Setting up the trade-in,
  • Setting up a number series for trade-in,
  • Setting up a number series for posted trade-in receipt numbers,
  • Setting up a number series for posted trade-in invoice numbers,
  • Setting up trade-in as service order type,
• Creating a trade-in,
  • Creating a trade-in,
  • Adding texts to trade-in lines.

Setting up the trade-in

This section describes how to set up the trade-in. The setup consists of four steps:

Setting up a number series for trade-in

This section describes how you set up the number series for trade-ins.
Please do the following:

• Use the quick search (ALT+Q) to find the page Sales & Receivables Setup.
• The page Sales & Receivables Setup is displayed.
• Below the Number Series register the following fields are shown:

• Click in the field Trade-In No. to open the drop-down list of the number series.
• The drop-down list is displayed.
• Click New in the menu bar to create a new number series.
• The window Select – No. Series List is displayed.

• Enter in the respective field in the Code column a code for the new number series.
• Specify in the respective field in the Description column what the number series is used for.
• Click in the input field in the Starting No. column.
• The window Edit – No. Series Lines is displayed.

• Complete the following information:

• Click on Close to close the window Edit - No. Series Lines.
• The window Select – No. Series List is displayed. The selection list shows the number series that you just set up.
• Click OK.
• The page Sales & Receivables Setup is displayed.
• Under the register Number Series in the input field Trade-In Nos. the code of the set up number series is shown.

You have successfully set up the number series for the trade-in.

Setting up a number series for posted trade-in receipt numbers

This section describes how you set up the number series for posted trade-in receipts.
Please do the following:

• Use the quick search (ALT+Q) to find the page Sales & Receivables Setup.
• The page Sales & Receivables Setup is displayed.
• Below the Number Series register the following fields are shown:

• Click in the field Pstd. Trade-In Rcpt. Nos. to open the drop-down list of the number series.
• The drop-down list is displayed.
• Click New in the menu bar to create a new number series.
• The window Select – No. Series List is displayed.

• Enter in the respective field in the Code column a code for the new number series.
• Specify in the respective field in the Description column what the number series is used for.
• Activate the check box for the column Standard Number.
• Click in the input field in the Starting No. column.
• The window Edit – No. Series Lines is displayed.

• Complete the following information:

• Click on Close to close the window Edit - No. Series Lines.
• The window Select – No. Series List is displayed. The selection list shows the number series that you just set up.
• Click OK.
• The page Sales & Receivables Setup is displayed.
• Under the register Number Series in the input field Posted Trade-In Receipt Numbers the code of the set up number series is shown.

You have successfully set up the number series for the posted trade-in receipt numbers.

Setting up a number series for posted trade-in invoice numbers

This section describes how you set up the number series for posted trade-in invoices.
Please do the following:

• Use the quick search (ALT+Q) to find the page Sales & Receivables Setup.
• The page Sales & Receivables Setup is displayed.
• Below the Number Series register the following fields are shown:

• Click in the field Pstd. Trade-In Inv. Nos. to open the drop-down list of the number series.
• The drop-down list is displayed.
• Click New in the menu bar to create a new number series.
• The window Select – No. Series List is displayed.

• Enter in the respective field in the Code column a code for the new number series.
• Specify in the respective field in the Description column what the number series is used for.
• Activate the check box for the column Standard Number.
• Click in the input field in the Starting No. column.
• The window Edit – No. Series Lines is displayed.

• Complete the following information:

• Click on Close to close the window Edit - No. Series Lines.
• The window Select – No. Series List is displayed. The selection list shows the number series that you just set up.
• Click OK.
• The page Sales & Receivables Setup is displayed.
• Under the register Number Series in the input field Posted Trade-In Invoice Numbers the code of the set up number series is shown.

You have successfully set up the number series for the posted trade-in invoice numbers.

Setting up trade-in as service order type

This section describes how you set up a service order type for trade-ins.

Please proceed as follows to set up a new service order type for trade-ins:

• Use the quick search (ALT+Q) to find the page Service Order Types.
• The page Service Order Types is displayed.
• Click New in the menu bar.

• Complete the following information:

You have set up the newly created service order type for trade-ins and can use it for trade-in documents.

Creating a trade-in

This section describes how to create a trade-in. To create a trade-in, it has to be set up correctly. For more information on the setup, please read section Set up trade-in.

The following content is described in this section:

• Creating a trade-in,
• Adding texts to trade-in lines.

Creating a trade-in

This section describes how to create a trade-in (credit memo).

Please proceed as follows to create a trade-in (credit memo):

• Use the quick search in TRASER DMS 365 (Alt+Q) to find the page Trade-Ins.
• The page Trade-Ins is displayed.
• Click New in the menu bar.
• The Trade-In card is displayed.

• Click in the General register in the Customer Name field.
• The window Customers is displayed.
• Select the customer for which you want to create a trade-in.
• To confirm the selection click OK.
• The data of the customer is automatically inserted into the respective fields in the Trade-In card by the system. In addition the trade-in will be assigned a unique number.
• Click in the field Order Type to open the drop-down list of the order types.
• Select the respective order type from the drop-down list.

• Select under the register Shipping and Billing in the Location field a location where the service item is to be stored/delivered.
• To add a machine of the customer to the trade-in, click on Functions > Add Service Item in the Lines register.

• The window Select - 1 is displayed.

• Click on the Service Item selection field to open a list of the customer’s service items.
• The page Service Items is displayed.
• Select from the list the service item which you want to add to the trade-in document.
• Click OK.
• The window Select - 1 is displayed.
• Click OK.
• The service item is added in a new line under the Lines register in the trade-in document.
• Enter in the respective column the amount of the service item you want to accept as payment.
• Complete the remaining relevant data.

To post the trade-in, select Post > Post... from the menu bar.

Adding texts to trade-in lines

This section describes how to add text lines to a service item you want to accept as payment within a trade-in document.

Please proceed as follows to add a text to a trade-in document:

• Use the quick search (ALT+Q) to find the page Trade-Ins.
• The page Trade-Ins is displayed.
• In the menu bar of the register Lines, select Functions > Add Text Lines.
• The window Edit – Text Editor is displayed.

• Enter a text.
• Select Add Lines to add the text to the document.

The text lines are shown under the Lines register in the trade-in document.

Related topics

• Trade Numbers
• Sales Forecast
• Forecast.
• Setting up Service Order Types