When Closing a Deal with a Trade-In attached there are two things that will happen.
- The inventoried vehicle record will update the In-Stock checkbox to false (unchecked) and the pick-list Status updates to Sold.
- The Trade-In is added to inventory and a vehicle record is created. In-Stock checkbox is true (checked) and the pick-list Status is set to Inspected.
The Close Deal button helps save time by reducing user-clicks and eliminates errors by automatically updating your in-stock inventory in real-time.
The processing behind the Close Deal button may also be called from Process Builders or Flows by using the invocable apex named Close Deal Processor.
The Close Deal Button
From the Deal screen, click the Delivery Tab and then click the Close Deal button.
Changes to Sold Vehicle
Closing the Deal will update the inventoried vehicle record with the following:
|Deal||Deal Record Id|
|Sale Date||Deal Date|
|Delivery Date||Deal Delivery Date|
|Status||Value in the DMS Defaults field for Inventory Status for Sold Vehicle or "Sold" if that is blank|
To check the updated fields, open the Vehicle Inventory record.
Sold Vehicle Inventory related Service Vehicle
The Service Vehicle related to the sold Vehicle Inventory record will get updated with the following values:
|Last Odometer||Vehicle odometer recorded on the Deal|
|Vehicle Owner||Buyer Account|
|Vehicle Owner Contact||Buyer Contact|
Changes to Trade-In Vehicle
The trade-in vehicle will get added as a Vehicle Inventory record with the following values:
|VIN||VIN of the Service Vehicle related to the Trade In record|
|Year||Year of the Service Vehicle related to the Trade In record|
|Make||Make of the Service Vehicle related to the Trade In record|
|Model||Model of the Service Vehicle related to the Trade In record|
|Stock #||Next stock number according to DMS Defaults|
|Status Code||Value in the DMS Defaults field for In Stock Default Status|
|Store Location||Deal Store Location|
|Inventory Date||Deal Delivery Date|
|Purchase Date||Deal Date|
|Vehicle Cost||Trade Allowance from the Trade In record|
|Mileage||Mileage of the Service Vehicle related to the Trade In record|
|Exterior Color||Exterior Color of the Service Vehicle related to the Trade In record|
|Interior Color||Interior Color of the Service Vehicle related to the Trade In record|
|Status Code Assignment Date||Date the Close Deal button is clicked|
|Service Vehicle||Service Vehicle related to the Trade In|
|Acquisition Date||Deal Delivery Date|
|Acquisition Method||"Trade In"|
To find the new vehicle record you can search by stock number or look at the recent items list Under the Vehicle Inventory Tab.
Trade In Service Vehicle
The Service Vehicle related to the Trade In will get updated with the following values:
|Vehicle Owner||Account related to the Deal Store Location|
|Company Number||Company Number of the Deal Location|
|Odometer||Odometer at Trade In from the related Trade In|
Changes to the Sales Up
The Sales Up will get updated with the following values:
|Car Deal||Deal where the Close Deal button was clicked|
|Sale Date||Deal Date|