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Inactivate or Remove a Trade from a Sales Desk or 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

Removing this from within the Deal only removes the monetary values from deal calculations. 

  1. Click on the Trade Allowance hyperlink to open the Trades window.
  2. De-select the Selected checkbox on the right.
  3. Click the [OK] button.
  4. Click the [Save] button in the Action Ribbon.

Within the Prospect

Removing the trade from the Prospect removes it from the Deal and the Prospect. 

  1. Click on the Prospect Name hyperlink.
  2. Navigate to the Trade tab.
  3. Click the [X] at the top right-hand of the selected trade.
  4. Click the [Save] button in the Action Ribbon.
  5. Navigate back to the Sales Desk/Deal. 
  6. [Refresh] the screen (F5)
  7. Click the [Save] button in the Action Ribbon.
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