In the standard DSW the user has the possibility to add a trade-in vehicle in the sales offer. The trade-in vehicle is sent as a separate sales line to DMS with the relevant price agreed.
The trade-in that can be added in the sales offer, must exist already in the DSW inventory, and must have mapped vehicle id on the integration layer level.
From the Lead page, the user should select Trade-In from the Actions button, and the option Owned Vehicles (only this option creates a trade-in to the DMS due to the mapping required and explained above).
In the pop-up form the user must enter the following information about the owned vehicle:
- Customer expectation : the price the customer expects
- Calculated Trade-in price: the price calculated from an external system (if any)
- Final Price with Benefit: the final price that will be included in the sales offer
- Tax reclaimable: yes or no (it is not include in the trade-in vehicle
When the user is selecting Save the trade-in vehicle is added in the Lead.
When the user creates the offer, the trade-in vehicle is added and it is visible in the section "Trade-In Vehicle":
The json file with the details of the sales offer including trade-in can be found here: Sales_Offer.txt
dms-std-api: → https://app.swaggerhub.com/apis/ThinkRIT/dms-std-api/1.2.0#/Documents/SendSalesOrder
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