How to sell a unit

Dealership UnitsUpdated 20 Sep 20261 min read

This article takes you through selling a unit in Dealership Software, from opening the Unit Sale screen to recording the customer, price and payment.

1. To make a new sale of a unit, open the '+' menu at the top right of the page and select 'Unit Sale'.

Workshop Software screen showing to make a new sale of a unit, open the ' + ' menu at the top right of the pag...

2. Select the Customer who you wish to sell the Unit to, or add a new customer;

Workshop Software how to sell a unit showing customer who you wish to sell the unit to, or add a new customer

3. Select the Unit which you are selling from the 'Units for Sale' list and press 'Select';

Workshop Software how to sell a unit showing unit which you are selling from the ' units for sale ' list and press ' select '

4. If the customer is trading a vehicle in, select the 'Trade In' option;

Workshop Software screen showing if the customer is trading a vehicle in, select the ' trade in ' option

5. Fill in the details of the trade-in vehicle;

Workshop Software screen showing fill in the details of the trade-in vehicle

6. Select the 'Process' button on the invoice and fill out the payment details for the transaction and press 'Process'.

Workshop Software how to sell a unit showing ' process ' button on the invoice and fill out the payment details for the tr...

 

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