How to Apply Trade-in Value towards Job Intake


If you are taking a trade in and need to apply the value of the trade toward a job, use the trade in amount in the DEPOSIT field. 

Example Scenario:

You are giving a customer $2000.00 trade in value for items they have brought in. 

They are opening a layaway with you for a loose diamond and would like to apply the trade in value, plus an additional $500 they brought as the DEPOSIT.

Take in the trade, entering the amount you are giving back to the customer. 
Select the item which needs to be on layaway, and select LAYAWAY as the tender.
Enter the $2,000 trade in value + $500.00 cash into the Deposit field for a total deposit of $2,500.00.

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Once you click OK, you will see the total amount DUE is the remaining tender, $500.00

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You can then proceed to pay for the remaining balance due using the tender the customer has provided, in this scenario, cash. 
Once the cash payment is entered, the DONE button will be clickable and the total due will show 0.

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You can then DONE the sale. Printing the receipt will reflect the trade in, layaway intake, and include the total balance due at pickup.

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enlightened The same steps will apply for Repair and Custom jobs as well, entering the total trade value + additional tender in the Deposit field

 

 

Updated on Thu, 21 Oct 2021 by Angela Chiaravalle

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