Content Comparison

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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.

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