Add an Exchange / Customer Product

Add an Exchange / Customer Product

How to create an exchange / customer product

In the customer's file, we can add a new customer product, an exchange or simply see the history of purchase or work done on a customer's vehicle.

Step 1 - Go to the Customer Product tab




Step 2 - Create the customer product




Step 3 - Enter the relevant and mandatory information (make, model, interest). Do not forget to save.




Step 4 - Enter numbers as required
- Ask price = The price the customer wants
- Exchange value = The price your manager gives you (before taxes)
- Exchange link = If the customer still owes money on the machine

Step 5 - When the unit is created, it will appear in the list. If you are with Lautopak, you will be able to see the status of the vehicle. Use the blue and green box for your filters.


Step 6 - Add images by pressing the camera






Step 7 - Access the inspection sheet if it has been configured




Step 8 - Create a service opportunity to add to a workflow




Step 9 - Print PDFs or delete the product

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