To add an equipment trade-in to an open Sales order, go to Sales ¦ Create order ¦ Trade-ins
- Add a Trade-in using the […] in the bottom left of the screen.
- You’ll then be given a list of customer’s own equipment to select from
- Select the relevant record by double clicking or single clicking the line followed by Select
- Now back within the Sales order, see that we can now enter a Cost and Value
- Cost will Equal our Cost figure on the equipment record when the item is brought into our Stock
- The Value field will be the value deducted from the total invoice value on the Sales order