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DealerTeam

Use the Close Deal Button

Goal

After completing this article you will know how to use the Close Deal button and what to expect when a deal is closed.

When Closing a Deal with a Trade-In attached there are two things that will happen.

  1. The inventoried vehicle record will update the In-Stock checkbox to false (unchecked) and the pick-list Status updates to Sold.
  2. 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. 

1 Close Deal Button - tab btn.png

 

Changes to Sold Vehicle  

Closing the Deal will update the inventoried vehicle record with the following:

Field Value
In Stock False
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. 

2 Close Deal Button -deal closed.png

 

Sold Vehicle Inventory related Service Vehicle

The Service Vehicle related to the sold Vehicle Inventory record will get updated with the following values:

Field Value
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:

Field Value
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
In Stock True
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.

3 Close Deal Button -trade in.png

 

Trade In Service Vehicle

The Service Vehicle related to the Trade In will get updated with the following values:

Field Value
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:

Field Value
Car Deal Deal where the Close Deal button was clicked
Sale Date Deal Date
Sold True