Contract Trade Ins

5 Trade Ins Tab

-- Trade In Information Grid –-

The Trade In Information grid will automatically fill in with the units defined for the prospect in the Current Boat(s) tab of Prospect Maintenance.

If the prospect is based on a customer who has a boat defined in DockMaster, you can press sF7 or click the Assign Customer Boat sF7 link in the Command Panel to add these items to the Trade Ins grid. You can edit Mfg Id, Model, Year, and Serial Number fields for these trade-in items. You cannot change the Serial Type; however, you can delete the row for an item and add the item again with a different serial type. Additional trade-in items can be added to the end of the grid by selecting a serial type and filling in the remaining fields.

Serial Type – If the prospect file has a trade-in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, the Serial Type field automatically fills in from the prospect file. This field cannot be edited. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.
Mfg Id – If the prospect file has a trade-in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, the Mfg field automatically fills in from the prospect file. This field can be edited. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.
Mfg Name – If the prospect file has a trade-in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, this field automatically fills in from the prospect file. If the Mfg Id is changed, the Mfg Name field automatically changes. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.
Model Number – If the prospect file has a trade-in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, the Model Number field automatically fills in from the prospect file. This field can be edited. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.
Model Description – If the prospect file has a trade-in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, the Model Description field automatically fills in from the prospect file. If the Model Number is changed, the Model Description automatically changes. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.
Year – If the prospect file has a trade in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, the Year field automatically fills in from the prospect file. This field can be edited. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.
Serial Number – If the prospect file has a trade-in boat/motor/trailer/other defined in the Current Boat(s) tab of Prospect Maintenance, and a serial number has been defined, this field automatically fills in from the prospect file. This field can be edited. Additional trade-in items can be added at the end if the grid by selecting a serial type and filling in the remaining fields.

-- Boat/Motor/Trailer/Other Information Section –-

When one of the rows in the Trade In Information grid is selected, the corresponding Boat/Motor/Trailer/Other Information section appears below the grid and the Duplicate, Pictures, Appraisal, Amount Info, and Lien Holder buttons are available. The information to be filled out in this form is identical to information in Boat/Motor/Trailer/Other Inventory Maintenance form. Please refer to the appropriate Inventory Maintenance topic for details on each prompt.

-- Buttons –-

When one of the rows in the Trade-In Information grid is selected, the following buttons are available at the bottom of the form.

Duplicate – Clicking the Duplicate button adds another unit to the Trade In Information grid that matches the unit in the row that is currently selected.
Pictures – Clicking the Pictures button opens the Trade-in Pictures form to add a picture for this unit that will become part of the inventory record when the unit is moved into serialized inventory. Enter the Location (File Path) for the picture and a Description of the picture. Click Close to close the Trade-in Pictures form.
Appraisal – Clicking the Appraisal button opens the Trade-in Appraisal form. This appraisal form is the same as the Appraisal form in the Trade-in Appraisal Info tab in Boat Sales Parameters with the addition of a Description field and Condition field which can be filled in for each item in the grid. You can add additional items to the end of the grid that are specific to this unit. Click the Update button to save changes. You cannot delete any items from the grid. The Trade-in Appraisal form is maintained in the Trade-in Appraisal Info tab in Boat Sales Parameters.
Amount Info – Clicking the Amount Info button opens the Trade Amount Info form. See the Trade Amount Info Form section for details on each prompt.
Lien Holder – Clicking the Lien Holder button opens the Lien Holder Information form. See the Lien Holder Information section for details on each prompt.

-- Trade Amount Info Form –-

When one of the rows in the Trade-In Information grid is selected, you can click the Amount Info button which opens the Amount Info form.

Allowance – Enter the Trade Allowance amount for this trade-in unit.
Balance Due – Enter the Balance Due amount for this trade-in unit.
As of Due Date – When a balance due is entered, this field defaults to the current system date. Enter the desired date.
Per Diem Late Fee – Enter the Per Diem Late Fee for this trade-in unit.
Balance Paid By – Enter the Balance Paid By for this trade-in unit.
Actual Cash Value – Enter the Actual Cash Value for this trade-in unit. This becomes the Unit Cost when the unit is moved into inventory.
List Price – Enter the trade-in List Price for this trade-in unit. This becomes the Unit Price when the unit is moved into inventory.
Update – Click the Update button to update the trade-in form.

-- Lien Holder Information Form –-

When one of the rows in the Trade-In Information grid is selected, you can click the Lien Holder button which opens the Lien Holder Information form.

Lien Holder Name – Enter the name of the Lien Holder for this trade-in unit.
Account # – Enter the lien holder Account Number.
Contact – Enter the name of the Contact person for the lien holder.
Address – Enter the Address for the lien holder.
City – Enter the City for the lien holder.
State/Province – Enter the State or Province for the lien holder.
Postal Code – Enter the Postal Code for the lien holder.
Phone Number – Enter the Phone Number for the lien holder.

-- Moving Trade-in Items to Serialized Inventory –-

If there are Trade-in item(s) on a sales contract, each item is added to the corresponding inventory file with Type = Used when a deposit for the contract is created and the user chooses to add the Trade-in items to serial inventory, or during contract closing.

When a boat is traded in along with a Motor, Trailer, and/or Other item, the amounts entered for the Actual Cash Value and List Price fields in the Trade Amount Info form for each item will determine if the items are added to inventory as a package or a bundle. If the Actual Cash Value or List Price is zero or left blank, the items will be packaged with the boat when the items are added to serialized inventory. If the Actual Cash Value and List Price are non-zero amounts, the units will be bundled with the boat when the units are added to serialized inventory. In Inventory Maintenance, the Actual Cash Value becomes the Unit Cost and the List Price becomes the Unit Price.