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Creating a Dealer Trade or Wholesale
Creating a Dealer Trade or Wholesale

dealer trade, wholesale

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Written by RecovR
Updated over a week ago

Dealers sometimes trade cars for wholesale or dealer trades. These types of sales are excluded from the penetration rate, but remove the vehicle from their inventory. For dealer trade & wholesale, the salesperson will input the customer name into one text field when marking the trade/wholesale.

Variations

Bulk Sales

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If multiple vehicles are selected they can be marked as sold in bulk. The salesperson and customer name will be set for all of them but can be updated individually later.

Paired Vehicle(s)

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If a locator is still paired with one of the selected vehicles the user will get a warning

β€œ2 vehicles are still paired and will enter the Sale Pending state. Unpair and remove each of the Locators before the vehicles leave the lot.” For a single vehicle the install location of that locator will be listed.

Marking as Sold in the Unpairing Flow

If the vehicle is in the sale pending state, unpairing will automatically open the sale page and auto-populate to the salesperson and customer name set in the sale process. If the vehicle is not in a sale pending state, the salesperson can select Wholesale or Dealer Trade as a reason for unpairing. The salesperson is auto-populated with the name of the user creating the sale and the user must add a customer name before proceeding.

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What to do with tags paired to the vehicles' keys?

Car dealer personnel shall remove the tags from the keys or keyfobs before handing over the keys during a wholesale or dealer trade.

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