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Removing a Trade from a Deal

Autosoft -

If your buyer decides they don't want to go through with a trade, you can easily remove the trade vehicle from the deal in one of two ways.

Important:  You will not be asked to verify that you want to remove the trade vehicle, so it is important that you're certain you want to remove the deal. You will have to rekey the information if you want to place the trade back on the deal. 

From the Trade Quick Look Card

Step 1. While in a deal, click the Trade button under the Deal Summary Card. The Trades page will open, listing all the trades on the deal. 

deal_trade_screen.png

Step 2. Single-click on the vehicle listing in the page's Trades Card. The Trade Quick Look Card will open, containing the basic trade information.

trade_quick_look.png

Step 3. Click the Remove Trade button in the upper-right corner of the Trade Quick Look Card. The Vehicle will be removed from the Trades page and the system. 

 

From the Trade Vehicle Record Pop-Up

Step 1. While in a deal, click the Trade button under the Deal Summary Card. The Trades page will open, listing all the trades on the deal. 

deal_trade_screen.png

Step 2. Single-click on the vehicle listing in the page's Trades Card. The Trade Quick Look Card will open containing the basic trade information.

trade_quick_look.png

Step 3. Click the View Trade button in the Trade Quick Look Card. This will open the Trade Vehicle Record Pop-Up. You can also access this pop-up by clicking the View icon in the right column of the trade vehicle listing on the Trade page.

Step 4. On the Trade Vehicle Record Pop-up, click the Remove Trade button in the lower-left corner of the pop-up. 

view_trade_vehicle.png

Important:  You will not be asked to verify that you want to remove the trade vehicle, so it is important that you're certain you want to remove the deal. You will have to rekey the information if you want to place the trade back on the deal. 
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