Please note: trade-in vehicle information can be edited in two ways.

From under Tools / Trade-in application.
From under any Offer with the assigned customer. (Read more how to add trade-in vehicle to an offer)

Tools / Trade-in application.

Go to Tools and select Trade-in. You will see a list of trade-in vehicles with a brief description.

Click on a vehicle to start managing trade-in vehicle information or click "Add new by registration" button in the top right corner.

Enter new "Registration plate" and click "Submit" button.

Once trade-in application managing view opened you can start editing trade-in vehicle information.

Please note: All mandatory fields are marked in red.

General tab on the left (Allows you to edit general info about a trade-in vehicle.)
You will see a list of fields to be edit: Imported, Car type, Make, Model, Year model, VIN, Exterior, Interior, Equipment level, Odometer reading (km), Gearbox, Engine power, Fuel type, Engine capacity (cm³), Additional info.
Equipment tab on the left (Allows you to edit Equipment info of a trade-in vehicle.)
You will see a list of fields to be edit. Select Yes/No on every equipment to mark its availability in a vehicle. Add additional info if needed.
Condition tab on the left (Allows you to edit condition level of a trade-in vehicle.)
You will see a list of fields to be edit:
- Car type (Select the type of a vehicle)
- Trade-in vehicle picture (Allows to add Pins with description to a picture to show trouble spots on the vehicle body. Click on picture to add a Pin.)
- Last service (Set a date of the last service)
- Service book complete, Ac works, Smoked in car, Animals in car (Select Yes/No to mark condition)
- Paint, Body/Bumpers, Interior condition, Glass condition, Important information (Describe it in the text fields to mark condition)
Photos tab on the left (Allows you to upload photos/pictures of a trade-in vehicle.)
Click "Browse" button in the bottom right corner. Click again "Browse" button in a pop up window to browse/select pictures. When done click "Upload" button.
Customer information tab on the left (Allows you to edit customer information (customer name, phone number, e-mail, etc.) or to changecustomer for a trade-in vehicle.)
- To change customer click "Change" button in the top right corner and select another customer from the appeared list.
- To edit customer information click on "Icon" button in the top right corner as it shown on the screen and edit the required information. When done click "Save and close" button.
Value tab on the left (Allows you to set and describe the value of a trade-in vehicle.)
- New vehicle? (Describe if a vehicle is new in the text field)
- Expected value (Set the expected value for a trade-in vehicle)
- What are client interested in? (Select whether it is "Just selling" or "Trade-in" for a trade-in vehicle)
- Residual debt (Set a value of residual debt)
- Bank / contact (Set Bank name and Contact)
- Price offered (Set an offered price value which is shown in an offer detail view within Trade-in tab with label “Worth”)
- Salesman comment (Add comment if needed)
- Status (Set a trade-in vehicle status "Not done", "Responded", "Done")

Managing Status of trade-in vehicle in Trade-in application will show different statuses in an offer detail view within Trade-in tab with label “Status”:

- status "NOT DONE" - DRAFT - trade-in is created, but it has no data and it is not verified. (You can create an offer with Trade-in in "draft" status anyway)

- status "RESPONDED" - EVALUATED - trade-in cost is evaluated, it means someone has verified the vehicle's specs and condition, and set it’s value which is shown in an offer detail view within Trade-in tab with label “Worth”.

- status "DONE" - APPROVED - trade-in is accepted. Under this status you may notice a "yellow bar" notification which means that actually this trade-in cannot be used in this offer anymore, because other offer with same trade-in has been accepted.

Once you've done with editing go to your offer detail view window and select Trade-in tab. Trade-in vehicle information will automatically be updated under selected customer with a short description, status, and trade-in value.

2. Managing trade-in vehicle in an offer with the assigned customer. (Read more how to add trade-in vehicle to an offer)

After adding trade-in vehicle to an offer you can edit trade-in vehicle information by clicking "Registration plate" button in your offer detail view window on Trade-in tab.

With your offer detail view open click on Trade-in tab.

Click “Include trade-in vehicle in the offer” button.

Click "Registration plate" button to edit.

You will see a pop up window with 3 options:

Open trade-in application (Opens trade-in application to edit trade-in vehicle information. All data on the vehicle is edited in the same way as described above)
Replace with another vehicle (Allows you to choose another customer's trade-in vehicle. You can select another trade-in vehicle from the list for replacement or click "Add new" button and start from the beginning with entering new Registration plate.)
Edit basic details (Opens Trade-in details view window where you are able to change basic trade-in vehicle information: Make, Model, Year of first registration, Mileage (km). Tick the "Residual debt on the car" if it needs to be setup and fill in the next fields: Debt amount, Bank / contact)

Residual debt on the car is shown on the vehicle detailed view window under Trade-in tab.

Please note: The changing of Residual debt value affects respectively on Trade-in value.

The effect of Residual debt changes will be shown in the generated offer under "Financing offer" section.