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• Trade in with Used Intake Form

• Should add trade-in items to the inventory.

• Should reduce the AR.

• Trade in does reduce taxes.

• 10 trades a month.

• Create AP if the amount if negative.

Allocation

• Allocate Inventory on the Quoting stage

• Customer need financing.

• Create Sales Order

• Then allocate inventory for the order.

• Customer will get finance approval & customer accepted it.

• But if they don’t get financing, then order is cancelled and inventory is available again.

“Parts” Sales Quote Record Type (Possible requirement)

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• Add a Finished Good Item see https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3087728641/GoldFinch+Setup#Item-Formulas

• Explode BOM so the Details of the Formula is displayed

• Select “Service Needed”

Shipment & Delivery

• Process TBDA case will be created so it’s tied to the order.

• No longer use Tag & Title Salesforce Cases for Serialized Items

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