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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    Steve Silva

    Yes Very Important to not have the tradein go under the customers name because they no longer own it. The Store now owns that machine so it should create a work order under the Store!

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    Steve Silva

    Also Noticed that if you do not ring in the trade in before you sell the machine to the customer the entire transaction is not taxed. 

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    Andy Wheeler

    I'll forward these issue to the development team! The feature is still in Beta development, so it is not yet finished. If any of these issues are prohibitive, feel free to click on the Gear Button and go to Beta Features to turn it off.

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