There are two ways to add a trade-in vehicle to a customer’s deal in DriveCentric. Use whichever method fits your workflow best.
Option 1: Use the Trade-In Button
On the Customer Deal Card, click the Trade-In button. This is the quickest way to add a trade while actively working the deal.
Option 2: Add from the Open Tab
Open the Customer Deal Card.
Select the Open tab.
Under Trade Vehicles, click the plus (+) icon to add a trade-in vehicle.
Adding Trade Details
Once you start adding a trade, you’ll see a few options depending on your store setup:
Pull Appraisal
If your store is connected to an appraisal provider, you may be able to pull in vehicles that were recently added to your appraisal system.
Add Custom
Available to all users. This option allows you to manually enter trade-in details.
Manually Entering a Trade-In
When selecting Add Custom, complete the Trade-In Vehicle dialog:
With VIN
Enter the VIN and DriveCentric will automatically populate the year, make, and model.
Without VIN
Manually select the year, make, and model, then fill in any additional details you have.
Once saved, the trade-in vehicle will be added directly to the deal and available for Desking and appraisal workflows.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!