Working With Trade-In Item Exchanges

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    Krisann Robles

    The first issue I notice is that the work order is created in the name of the customer that traded it in. That is going to cause confusion when the item is ready. Is there a way to make it default to "trade-in" or Store Use or something similar so that there is no confusion about the owner of the item in the WO?

    I know once the WO is created there is no way to change the customer name, which is frustrating if you choose the wrong customer (guilty, lol), but more frustrating if the item is a trade in and doesn't actually belong to that customer anymore. 

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