DealersoftPro

Step 1 : Create Model Code

Your Turn: Buying Equipment

Step 1 : Create Customer

Step 2 : Add Customer Equipment Card for Trade-In

Step 3 : Create Wholegoods Sales Quote with Trade-In

Step 4 : Create Wholegoods Sales Order with Trade-In

Step 5 : Receive Deposit on Sales Order and Auto-Create Down Payment Invoice

Step 6 : Create Delivery

Step 7 : Create A/R Invoice

Step 8 : Create Wholegoods Return and A/R Credit Memo

Your Turn: Selling Equipment