Outright Purchase a Customer Vehicle

1. Stock in the vehicle the dealership is purchasing. See Manually Stocking in a Vehicle.

2. Navigate to Sales > Miscellaneous > Customers. 

3. If this is a NEW customer, click on the [ + ] button in the Action Ribbon and create a new customer. If this is an existing customer, look up the customer.

4. In the customer record, select the Snapshot tab and click the + icon next to Deals to create a new Sales Desk.

5. Input the stock number of the vehicle you are purchasing into the Sales Desk.

6. Add the vehicle you are purchasing as a Trade on the deal.

7. Print Trade forms

8. Delete the Sales Desk

9. Notify the Accounting department to Manually Post the purchase.

HS 448079498