Change Trade Vehicle Class in a Deal

Sales > F&I > Deals

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Deal.

2. Select the Deal by clicking on the corresponding line.

Within the Deal:

1. Click on the Trade Allowance hyperlink.

2. Click on the magnifying glass icon to the left to select the trade.

3. In the Trade window, click the Class dropdown and select a class.

4. Click [OK] in the Trade window.

5. Click [OK] in the Trades window.

6. Click [Save] in the Action Ribbon.

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